Tracking Multiple Loan Transactions for a Single Borrower in Shape
Daily Workflow Basics
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Tracking Multiple Loan Transactions for a Single Borrower in Shape
Borrowers often come back for second homes, refinances, investment properties, or future purchases. Shape makes it easy to track every loan you've ever handled for a borrower and view each transaction separately without losing the full history.
This video walks through how Shape organizes loan records so you can quickly review past transactions and manage new ones with confidence.
Viewing a Borrower’s Full Loan History
Shape stores detailed loan information down to the 1008 and 1003 level. On any borrower record, the Loans tab shows a complete list of their past and current transactions.
This makes it easy to:
- Review previously funded loans
- See applications that are in progress
- Compare transaction history
- Understand the borrower’s full relationship with you
Everything can be linked, but kept clean and separate for reporting and compliance.
Opening Past Loan Transactions
When you click on a past loan from the Loans tab, Shape opens the full funded loan file. You can review:
- Loan details
- Milestones
- Dates and statuses
- Assigned users
- Historical 1008-1003 data
This provides a full picture of past work without needing to search for old records or recreate context.
Viewing Active Applications
Current loan applications show up in the same list but open into a different view. When you click a transaction that is still in progress, Shape loads the Application area.
From there, you can view
- Borrower information
- Property details
- 1003 data
- Milestone progress
- Notes and activity tied to that specific file
This gives you a clear way to work today's transaction without mixing it up with a borrower’s older files.
Why This Matters
When a borrower comes back for another transaction, you have everything you need in one place:
- A full history of their past loans
- Clear separation between old and new files
- Easy access to data for both funded loans and active applications
This makes your workflow smoother and gives you better insight into your borrower relationships over time.
If you need help exploring the Loans tab or customizing your borrower views, our team is here to support you.
