Loan Dashboards

You can access your Loan Pipeline and Funded Loan dashboards by clicking the respective tabs within your dashboard menu.

Loans Menu

You can view and filter a list of all loans within your account by clicking the "Loans" option in your navbar.

Viewing a Loan or Contacts Attached to a Loan - Click on the loan number to view more details for that loan.  Click on the name of the borrower, co-borrower, or attached agents to view the associated contact record.

Filtering and Sorting the Loans List - To filter the list, click the blue "filter" button in the top-right corner.  The orange "reset" button will reset any existing filters.  Click on any of the column headers (loan number, primary borrower, etc) to sort the list by that column.

Emailing a Borrower - Click "actions" and "email" next to a loan to send an email to that borrower.