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Are you going to remote in?
Are you going to remote in?
It's nice to have you in the Community again, @gfwilliams2013. I'd be glad to get you pointed in the right direction for having someone remote into your computer and assist with setting up a new loan.
Here's how you can request a phone call from a support agent so that they can remote into your computer:
Should you not see the option for Get a callback, you can toggle it by entering Support in How can we help?.
I've included a quick video to serve as a visual reference:
I'm sure that a member of this team would be happy to assist you with setting up a loan. In the meantime, I'm including an article which covers the process of setting up a loan: Record a loan and its payment.
As always, you can find me here if you have any questions. Take care.
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