Using the Loan Tracker

The Loan Tracker is for internal use only.

Borrowers and loan officers or processors not assigned to a specific loan will not see other loans.

1. Click on the "Loan Status" tab and "Active Loan Tracker" subtab. 

2. To update a loan in the loan tracker - click on the stage of the loan. Click once to mark it as complete (green) Click twice to mark a stage as pending (yellow), Click three times to mark the stage as having a problem (red). Click again to reset stage.

3. Note you can also add comments by right clicking on the stage and typing in a comment.

4. The stage will then have a small triangle on the upper corner and the comment will be viewable by holding the mouse over the stage.

5. To remove the comment right click the stage again and delete text or press "Remove".