Review Loan Status / Add Notes

This article describes how loan officers can review loan status and add notes to a loan. Loan officers can have the system send an email notification to the secondary user when notes are added.

Review Loan Status/Add Notes

To review Loan Summary information perform the following task from your pipeline:

  1. Click the Loan Summary icon.

  1. Review the summary information for this loan, including any Notes associated with the file.

  1. To add a note, enter the message in the Note field and click the Add Note button.

  2. The system adds the message to the Loan Note Board list.

NOTE: If you check the Email Secondary checkbox, your secondary user receives a notification of the new loan note.

  1. If you are done with the file, you can go back to your pipeline to release the loan. Click the Pipeline tab, and click the Release link next to the loan that you want to release.

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