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Created by Guest
Created on Sep 15, 2026

Audit Does Not Omit Unchecked Documents if they are Only Unchecked on the Primary

When creating an audit, the user is going into the loan under the primary borrower and only selecting certain documents to include. However, if the loan has a guarantor, those same selections must be made under their name as well, otherwise the documents are included in the audit under the guarantor. It would make sense that if the documents are excluded from the loan under a primary owner, those same document would be excluded under the guarantor.

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