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
Click Manage Loans under the loans module in the menu.
Use the filters to identify specific loan(s).
Click the Loan# to navigate gate to the Loan Details page.
Click the three dots at the top right of the loan information box.
Click Edit Loan.
Edit any of the eligible fields.
Click Apply to finalize the edits.
Click Manage Loans under the loans module in the menu.
Use the filters to identify specific loan(s).
Click the Loan# to navigate gate to the Loan Details page.
Click the three dots at the top right of the loan information box.
Click Mark As Escrow or Mark as Non Escrow.
Click Change to confirm the new status.
Click Manage Loans under the loans module in the menu.
Use the filters to identify specific loan(s).
Click the Loan# to navigate gate to the Loan Details page.
Click the three dots at the top right of the loan information box.
Click Archive Loan.
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.