Finding Loans and Applications

By default, the dashboard displays pending loan applications only. It does not display applications that have been declined or funded.

To view a specific loan or loan application, do one of the following:

A. Type the name of the borrower, or the loan number, into the Search field at the top of the dashboard page.

B. Click Loans at the top of the dashboard page and use the Current State or Step filter to view all loans in a specific state (for example, Active, Funded, Declined), or at a specific step in the application process (for example, Purchase Details, Verify ID), and click Show Loans.



You can search for loans within a specific date range by using the Start Date and End Date filters.

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