Open the Loan File
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    Open the Loan File

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    Article summary

    Description:

    This page describes how to find the newly-created Loan File. 

    Details:

    In the example above, callout 2 points to the Commercial Appraisal Report Service on the 350 Main Street, Boston, MA Loan File

    • As a Job Manager, Lender Manager, Content Administrator, or Lender Executive user type, navigate to the Open tab on the Collateral360 dashboard (1)
    • Click on the magnifying glass for one of the Services nested beneath the address of the Loan File you would like to open to open that Loan File (2)

    Note: Refer to Search and Filter for more information about searching for Loan Files.  


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