Here is a succinct, step-by-step version of the instructions for your help center article:
How to Delete an Analysis in MortgageCoach
- Search for the Borrower: On the dashboard, click the magnifying glass icon (next to "New Presentation"), enter the borrower's first and last name, and click Search.
- Select the File: Click the borrower's name from the search results.
- Delete: Click Delete Analysis on the right side of the screen.
Important Notes:
- Permanent Action: Deleted analyses cannot be recovered.
- Missing Option: If the delete option isn't available, your Enterprise admin may have disabled this feature for your organization. Be sure to reach out to your Internal Company admin for more info if you do not see the Delete Analysis button.
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