1. Open the primary borrower's loan file from the pipeline
2. Click on the Tools tab, then click Co-Mortgagors or the page and
pencil at the top left to access Manage Borrowers.
![](https://desk.zoho.com/DocsDisplay?zgId=51053169&mode=inline&blockId=5yeou1896f74caf774520a675d380b6eaa74e)
3. To import a borrower, click the Import button.
4. Select Source Another Loan File
![](https://desk.zoho.com/DocsDisplay?zgId=51053169&mode=inline&blockId=5yeou056489ced58742cb9daf4f0ac1b964f6)
5. Select Borrower or Co-Borrower from the list to import the information from
the borrower or co-borrower in the Encompass loan file. Select the numbered
position in the Borrower Pairs list where you want to import the borrower.
![](https://desk.zoho.com/DocsDisplay?zgId=51053169&mode=inline&blockId=5yeou57bb5468008a439c85e3ffb08fef6add)
In this case, I want to import the borrower from another
loan and put them into my existing loan as the borrower on the 2nd
application pair.
![](https://desk.zoho.com/DocsDisplay?zgId=51053169&mode=inline&blockId=5yeoue67a93b384c045008611434063ec8f61)
and then click Next.
6. On the Select Loan window, select\search for the loan file you want to
import from, and then click Select.
Done.