---
title: "How to Add New Contracts on DigitalTax® Portal"
slug: "how-to-add-new-contract-on-digitaltax-portal"
updated: 2026-09-17T17:47:03Z
published: 2026-09-17T17:47:03Z
canonical: "docs.cotality.com/how-to-add-new-contract-on-digitaltax-portal"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Add New Contracts on DigitalTax® Portal

## Overview

You add new contracts to manually board loans into your portfolio for active tax monitoring and reporting. Establishing new contract records ensures immediate coverage and tracking of borrower payment schedules.

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## Steps

[Embedded content](https://app.storylane.io/demo/myqtpurjq5li?embed=inline)

1. Navigate to the **Loans** page.
2. Click **Add New Contract**.
3. Complete the required Loan Data fields: **Loan type**, **Loan number**, **Service type**, **Loan amount**, and **Loan term**.
4. Add the **Borrower's Last** and **First name**.
5. Add the **Property Address** associated with the loan.
6. If applicable, upload any supporting **legal documents**.
7. Click **Submit**.
8. Review the information and click **Confirm** to add the new contract.

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## Outcome

You have manually added a new contract to the system. The loan record is created immediately, and you can now manage active tax monitoring and reporting workflows.