Transactions Summary: Details Tab

After a transaction is selected in the Transactions grid on the Dashboard, the Summary page opens. The Summary page includes Details, Tasks, Attachment, and Comments tabs.

Details Tab

The Details tab displays as "read only." the Details tab includes the following sections:
  • The Overview section provides loan information.
  • The Borrower section provides information about borrowers.
  • The Collateral section provides any collateral attached to the loan.