Locks and closings, entered once. A loan appears in its closing month by itself.
Add a lock
Lock month is taken from today unless you change it in All loans. That is the whole entry —
it will show under its closing month on its own, and if it cancels later you change one field here, not two sheets.
Locked this month
Closing this month
Closed, no review asked yet
Closed means the closing date has passed and it was never cancelled. “Asks” counts how many
times you have asked — the same 1/2/3 you were keeping. Skip hides someone you do not want to ask,
which is what XXX meant in the workbook.
Import
One loan per line, tab or comma separated:
Client, Loan #, Amount, Lock month (m/d/yy), Closing date (m/d/yy), Status, Cancel reason.
Paste straight from a spreadsheet. Existing rows are not touched — this only adds.