The Loan List is the main place to find, filter, and open loan records.

What You Can Do From the Loan List

Use the Loan List to:

• Search for loans
• Filter loans by assignment and status
• Open a loan workspace
• Add a new loan
• Review linked property, work plan, and document indicators
• Open loan documents
• Add or open work plans when available

Searching for Loans

Use the search box to find loans by loan number, client, property, or other indexed details.

Loan Filters

The Loan List supports filters such as:

• All
• Open
• Pending
• Past Due
• Paid in Full

Use these filters to focus servicing, setup, and follow-up work.