---
title: "How to Modify Loan and Parcel Information on DigitalTax® Portal"
slug: "how-to-modify-loan-and-parcel-information-on-digitaltax-portal"
updated: 2026-09-16T21:09:16Z
published: 2026-09-16T21:09:16Z
canonical: "docs.cotality.com/how-to-modify-loan-and-parcel-information-on-digitaltax-portal"
---

> ## 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 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.

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## Steps

[Embedded content](https://app.storylane.io/demo/ekjp5pqdqssd?embed=inline)

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**.

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## 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.