The Loan Summary dashboard gives staff a quick view of loan status, balances, payments, escrow, funding, work plans, reports, and related activity.

Open the Loan Summary

1. Open a client or property.
2. Open the Loans tab.
3. Select a loan.
4. The loan opens to the Summary workspace.

Header Information

The Summary header shows:

• Loan identifier
• Loan status
• Linked client
• Linked property
• Escrow indicator when applicable
• Reports menu
• Refinance action when available
• Edit Loan button

Loan Setup Progress

The setup panel helps staff connect the loan to downstream rehabilitation work.

The setup flow includes:

• Loan Created