---
title: "How to Add Refinances on DigitalTax® Portal"
slug: "how-to-add-refinance-on-digitaltax-portal"
updated: 2026-09-16T21:17:32Z
published: 2026-09-16T21:17:32Z
canonical: "docs.cotality.com/how-to-add-refinance-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 Refinances on DigitalTax® Portal

## Overview

You add a refinance to an existing loan to establish a new loan number and updated financing terms. Processing a refinance within the portal preserves all prior tax and reporting history on the account while updating active terms to match your current servicing requirements.

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## Steps

[Embedded content](https://app.storylane.io/demo/sn3zlmpv9yh7?embed=inline)

1. Search for and open the target loan's details page.
2. Open the **More Actions** menu.
3. Click **Add Refinance**.
4. Enter the required information in the **New Loan Number**, **Loan Amount**, **Service Type**, and **Loan Term** fields.
5. Click **Save Refinance**.
6. Click **Yes** to proceed.

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## Outcome

You have successfully added a refinance to the loan. The system displays a success notification and updates the account record with the new loan number and terms while maintaining a complete link to its historical reporting audit trail.