Add Loan Flow Notes


The loan pipeline is where you will manage all of your borrowers, including reviewing application and document data, making adjustments to the loan flow, and locating any additional information regarding the loan.


Among these options, you will have the option to add loan flow notes.


For each loan flow, a notes section will be available to keep some internal notes on the loan for your team.


How to Use

In your team pipeline, locate the loan flow for the borrower that you'd like to edit, then click on the Edit Notes (sticky note) action icon towards the right hand side:






The Notes section allows you to enter private, internal notes for the loan flow. These will not be visible to realtors/partners or borrowers. There is also a Referral Partner slot available for your reference if the borrower has indicated this on the loan application. Make sure you select Save to confirm any changes made:





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