Find quick answers to common CDM questions. Expand a question for a short answer and a link to the detailed guidance.

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Need a step-by-step procedure? Use the search control in the Help Center header or follow the links in each answer.

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Getting started and access

• Where should a new CDM user start?
• Why can't I see a module or action described in Help?

Clients and documents

• Where should I begin when reviewing a client?
• Where should documents be uploaded?

Tasks and workflows

• What is the difference between Tasks and Workflows?
• What can prevent a workflow from advancing?
• When should I create a task instead of a note or document?

Work plans and project work

• How do Work Plans organize project work?
• What is copied from a previous Work Plan?

Payments and loan servicing

• Where do I enter a manual loan payment?
• Why can't I add a payment to a loan?
• What is the difference between Payment Date, Deposit Date, and Transaction Date?
• How should I allocate a payment?