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.
Managing Add Request
Navigate to Manage Add Requests from the Loans sub-menu.
Filter your requests by Status (e.g., Request Submitted, Entry in Progress, Processing Completed) or Date Entered.
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.
Click the Request ID to view additional details.
Click the File Name to download and review any documents submitted with the add request.
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.