View Loan Details

From the Pipeline, you can view expanded loan details as follows:

ClosedBorrower details

  1. Locate the loan, locate the borrower name, and then click the Borrower Contact icon.

    The Borrower Details pop-up lists the borrower's contact information and provides a link to order credit.

  2. Click a telephone number to open a Conversation Log worksheet.

  3. Click the email address to open a new email message window and a Conversation Log worksheet.

ClosedProperty details

  1. Locate the loan, locate the property address, and then click the House icon.

    The Property Details pop-up lists the property's purchase price and appraised value, as well as links to view the property using Google Maps, order an appraisal, and order title.

  2. Click View Map to view the property using Google Maps.

  3. Click one of the Order links to order an appraisal or title.

ClosedRate lock details

  1. Locate the loan, and then click the Rate Lock icon.

    The Lock Details pop-up lists various dates associated with the lock, as well as links to search for best fit program and pricing information, submit information to lenders, and access the Lock Request form and the secondary Registration form.

    The dates and links listed in the pop-up vary according to the status of the lock.

    • Click the Search for Product and Pricing link to use the Product and Pricing service to search for best fit program and pricing information.

    • Click the Submit to Lender link to connect with your lender.

    • Click the Lock Request Form link to open the form and update the lock.

    • Click the Lock Confirmation link to open the Lock Request Form and confirm the lock.

    • Click the Secondary Registration link to open the Secondary Registration tool and receive rate lock requests, enter investor details and pricing information, or lock the loan rate.

ClosedLoan Officer, Processor, and Closer details

  1. Locate the loan, locate the appropriate loan team member name, and then click the Business Contact icon.

    The Loan Team Member Details pop-up lists the loan team member's contact information.

  2. Click a telephone number to open a Conversation Log worksheet.

  3. Click the email address to open a new email message window and a Conversation Log worksheet.

ClosedLoan properties

Right-click a loan in the Pipeline and select Properties to view the Loan Properties window.

  • GUID: Every loan in the Pipeline has a unique GUID number. Refer to this number when identifying or specifying the loan.

  • Loan Folder: The Loan Folder where the loan file is located.

  • Loan Name: The Borrower Last Name entered in the loan file.

  • Size: (B): The loan file size (in bytes).