Find a loan by number, borrower, or filters
Search for a loan using the identifying information and filters available to your role.
Search for a loan using the identifying information and filters available to your role.
Steps and checks
Use the loan search available to your role. Start with the loan number when you have it; otherwise try the borrower name.
Check the active status and date filters if the expected loan does not appear. Confirm access with your company administrator if the file is outside your assigned scope.
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