Loans in CDM connect client and property records to funding, servicing, payments, escrow, work plans, documents, and reporting.

A loan belongs to a property, and the property belongs to a client. This relationship keeps financial activity connected to the correct household and address.

What the Loans Module Is Used For

Use the Loans module to:

• Find and open loans
• Create new loans for client properties
• Track loan status and terms
• Review balances, payment due dates, and past due amounts
• Manage loan funding allocations
• Record payments and adjustments
• Review escrow information when enabled
• Connect work plans to loan-funded rehabilitation work
• Generate loan reports and letters
• Track loan tasks, documents, and refinance history

Where Loans Appear

Loans can be opened from:

• Modules -> Loans
• A client record's Loans tab
• A property record's Loans tab
• Escrow views when a loan has escrow activity