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How do I copy or duplicate an existing report?

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Eric Rizzo
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1. Sign in at edge.mortgagecoach.com and select the client/report in Recent Clients or use the Search All feature. Select the report you want to copy. 

 

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2. In the left navigation bar under Analysis, click on Copy Analysis. 

 

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3. Choose Current Client or New Client. Click on Ok. Fill in the details as you move through the report.

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