Mortgage “Loans” Tab in Lead Details

Within the record details pages, we’ve added the ability to add more loans to your borrower’s profile. Track more loans and swap out current working loans that are on the quick app with existing loans via the “Loans” tab.

“Loans” Report in Navigation Bar

Track all current and existing loans across multiple borrowers in a single location. The “Loans” report shows all quick app current loans as well as additional loans added via the “Loans” tab within the record details page. Filter by loan status, purpose, and loan amount to drill down on your current loan pipeline.