How to Modify Loan and Parcel Information on DigitalTax Portal

Overview

You modify loan and parcel records to update borrower mailing details, adjust hold codes, or correct parcel line information. Managing these attributes directly ensures that tax reporting, notification letters, and payment disbursements remain accurate.

Steps

1. Select the loan from the Loans dashboard or click the loan number in another dashboard.

2. Click the Edit icon.

3. Select the applicable Modify Loan actions (For example, Edit loan, Edit address, Edit mailing address, Edit lien, or Add lien).

   Edit Loan

   You can edit the following fields:

   • Loan number

   • Loan Amount

   • Service Type (Escrow or Non-Escrow)

   • Comments

   Edit Address

   You can edit the following fields:

   • Borrower’s full name

   • Stree number

   • Street name

   • City

   • State

   • Zip code

   Edit mailing address

   You can edit the following fields:

   • Contact 1 (Defaults to Borrower’s First Name)

   • Contact 2 (Defaults to Borrower’s Last Name)

   • Address

   • Ext. address

   • City

   • State

   • Zip code

   Edit Lien

   After selecting Edit Lien, click on the applicable lien. You can then edit the following lien information:

   • Agency name/number (Type to search for a new agency)

   • Tax ID number (Auto-populates if available)

   • Status (Active or Inactive)

   • Lien type (Escrow or Non-Escrow)

   • Pending Appointments

   • Comments

   Add lien

   To include additional liens, input the following:

   • Agency name/number (Type to search for a new agency)

   • Tax ID number (Auto-populates if available)

   • Lien type (Escrow or Non-Escrow)

   • Pending Appointments

4. Make the required edits for the action, then click Save or Add lien.

Outcome

Your changes are applied to the loan record, and a timestamped entry is added to the History tab to maintain an audit trail of all updates.