---
title: "How to Manage Add Requests on Commercial Tax Portal"
slug: "how-to-manage-add-requests-on-commercial-tax-portal"
updated: 2026-05-06T22:17:47Z
published: 2026-05-15T17:52:18Z
canonical: "docs.cotality.com/how-to-manage-add-requests-on-commercial-tax-portal"
excludeFromExternalSearch: true
---

> ## 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 Manage Add Requests on Commercial Tax Portal

## Overview

After adding new loans, you can monitor their setup progress to see when they will become active in your portfolio. Managing these requests allows you to identify any items that require further action and confirm when the search team has completed their work.

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## Managing Add Request

[Embedded content](https://cotality.storylane.io/demo/4pfbvj9ae1o2?embed=popup)

1. Navigate to **Manage Add Requests** from the **Loans** sub-menu.
2. Filter your requests by **Status** (e.g., Request Submitted, Entry in Progress, Processing Completed) or **Date Entered**.
3. Review the request details in the table, paying attention to the count of loans with **Loan #** (single or multiple), **Status**, **Client**, and the individual who submitted the request.
4. Click the **Request ID** to view additional details.
5. Click the **File Name** to download and review any documents submitted with the add request.

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## Overview

You have successfully tracked the status of your loan additions. Once a request shows as Processing Completed, those loans and parcels are available for standard management and tax reporting.