Overview
You use the Loans search interface to locate specific borrower accounts or filter your portfolio by status, investor, or agency. Searching by direct loan identifiers or multi-criteria attributes allows you to retrieve property and tax records efficiently.
Steps
Select Loans from the left-hand navigation menu.
Select your preferred search method:
Search by Number: Enter the Loan Number or Contract Number and click Search Loan.
Search by Criteria: Select the State, enter Borrower Last Name / First Name, and select filters such as Service Status, Service Type, Payment Status, Agency Number, Investor, or Hold Code.
Click Search Loan.
In the search results table, click the hyperlinked Loan Number to open the record.
Outcome
You have located and opened the target loan record. You can now view all loan attributes, review reporting history, or perform parcel-level actions.