Loan Header & Overview Page

Loan File Header

The Loan File Header appears at the top of the loan application on every tab. It contains key information you may need while working the file, including:

• App #

• LOS #

• Loan Amount | Purpose | Start Date

• Borrower(s) name & email

• Applications dropdown to access any other open applications for the same borrower

Via the Applications dropdown you can start a new application or switch between existing applications for this borrower.

Overview Tab

The Overview tab is typically the first page you see when you open a loan file from your pipeline. Its purpose is to give you an at-a-glance view of key loan details so you can quickly understand the status of the file. Throughout the page, you will also find quick links that allow you to access more detailed information or make updates.

The Overview tab includes:

• Borrower progress

• Subject property information

• Loan product & pricing info

• Credit scores

• Ratios & key figures DTI, LTB, CLTV, Income, Assets, Liabilities

• AUS results & conditions

• Recent activity Log

Depending on the loan purpose, different information will be displayed in the "Subject Property" section.