---
title: "How to Manage Loans on Commercial Tax Portal"
slug: "how-to-search-manage-loans-on-commercial-tax-portal"
updated: 2026-05-15T17:52:18Z
published: 2026-05-15T17:52:18Z
canonical: "docs.cotality.com/how-to-search-manage-loans-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 Loans on Commercial Tax Portal

## Overview

The Loans Module provides a centralized location to monitor your portfolio, review property details, and update loan-level or parcel-level information. Effective management of your loan records ensures that tax search teams are working with the most accurate data for your collateral.

---

## Managing Loans

**Edit Loan**

[Embedded content](https://cotality.storylane.io/demo/6klke5gajztg?embed=popup)

1. Click **Manage Loans** under the loans module in the menu.
2. Use the filters to identify specific loan(s).
3. Click the **Loan#** to navigate gate to the Loan Details page.
4. Click the **three dots** at the top right of the loan information box.
5. Click **Edit Loan**.
6. Edit any of the **eligible fields**.
7. Click **Apply** to finalize the edits.

**Update Escow**

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

1. Click **Manage Loans** under the loans module in the menu.
2. Use the filters to identify specific loan(s).
3. Click the **Loan#** to navigate gate to the Loan Details page.
4. Click the **three dots** at the top right of the loan information box.
5. Click **Mark As Escrow** or **Mark as Non Escrow**.
6. Click **Change** to confirm the new status.

**Archive Loan**

[Embedded content](https://cotality.storylane.io/demo/vdy76e0igtje?embed=popup)

1. Click **Manage Loans** under the loans module in the menu.
2. Use the filters to identify specific loan(s).
3. Click the **Loan#** to navigate gate to the Loan Details page.
4. Click the **three dots** at the top right of the loan information box.
5. Click **Archive Loan**.
6. Select **Schedule Loan to be Archived**.

---

## Outcome

You have successfully filtered, reviewed, or updated your loan records. Any edits you made are saved to the system, and your portfolio view is now current.