Parent topic: Manage Existing Loans Page
Manage Existing Loans Page

Manage Existing Loans Page

The Manage Existing Loans screen allows you to view and modify loan transactions currently in the system.



Note: If your user account is assigned multiple products, transactions from each will appear together in this screen.
Table 1. Features of the Manage Existing Loans Screen
Feature Description
Filters The filters at the top of the screen allow you to filter all transactions based on your selection. These include:
  • Loan Number
  • Party Name/SSN/EIN
  • Organization
  • User Name
  • Loan Status

Enter your criteria and click Search.
Show (10) Entries The default number of transactions to show on the page is 10. When you configure the number of records to display within either the Party List or the Transaction list, that setting is retained for the entire time you are logged in. Setting the number of records to display to 25 in the transaction list automatically sets the number of records to display in the party list to be 25 as well.
Transaction Entries

Hovering over a transaction highlights the entry and displays a context menu, providing a way to display, delete or copy the transaction.

The default page number for any list is page one. When in Party Management (not within a transaction) a user pages through the party list, and the page number is retained.
  • Within Party Management only, a user selects a party to edit from page 15 of the party list. Once the user finishes editing the party (either cancel or save) the user is brought back to page 15 of the party list.
  • Within a transaction, if the user sees the party list (+Borrower/+Guarantor/+Owner/+Landlord/Copy Address/+Related), the system will always display page one initially. The user can then use the pagination keys/search filters to move through the party records. However subsequent requests to the party list within the same transaction will always begin on page one.
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Parent topic: Manage Existing Loans Page