> ## Documentation Index > Fetch the complete documentation index at: https://docs.keystn.com/llms.txt > Use this file to discover all available pages before exploring further. # Adding Loans > How to add a loan to Keystone manually using the loan form, including all required fields and optional details. ## Getting to the form In the Loan Pipeline, click **Add Loan** in the top right. ## Form layout The loan creation form is organized into four sections: 1. **Loan Information** -- identifiers, team assignments, and loan classification 2. **Financial Details** -- monetary amounts and interest rate 3. **Borrower Information** -- borrower name and credit score 4. **Property Information** -- subject property address and occupancy type *** ## Step-by-step walkthrough ### Step 1: Loan Information | Field | Required | Description | | ---------------------- | -------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Broker Loan Number** | Yes | Your internal loan number. Must be unique within your company. This is the primary identifier used throughout Keystone and is searchable in the pipeline. | | **Lender Loan Number** | No | The loan number assigned by the lender/investor. Useful for cross-referencing with lender systems. | | **Loan Officer** | Yes | The originating loan officer. Select from a dropdown of active employees with the Loan Officer role. This assignment drives commission calculations. | | **Lender** | No | The lender or investor for this loan. Select from your company's lender list. If the lender does not appear, add it first in the Lenders settings. | | **Lead Source** | No | Where the borrower lead came from (e.g., referral partner, marketing campaign). Select from your company's configured lead sources. Used for reporting and analytics. | | **Loan Purpose** | No | The purpose of the loan. Options: **Purchase** or **Refinance**. | | **Loan Type** | No | The mortgage product type. Options: **Conventional**, **FHA**, **VA**, **USDA**, **Non-QM**, **Reverse Mortgage**, **HELOC**, **Commercial**, or **HELOAN**. | ### Step 2: Financial Details | Field | Required | Description | | ----------------------- | -------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Loan Amount** | Yes | The total loan amount in dollars. Enter the numeric value (e.g., `350000`). This is the base amount used for commission calculations. | | **Broker Compensation** | No | The total broker compensation amount in dollars. Defaults to `0` if not provided. This is the gross revenue from the lender and is the basis for many commission calculations. | | **Interest Rate** | No | The note interest rate as a percentage (e.g., `6.875`). Informational; does not affect commission calculations. | ### Step 3: Borrower Information | Field | Required | Description | | ---------------- | -------- | ------------------------------------------------------------------------------------------- | | **First Name** | No | Borrower's first name. Used in the pipeline display and search. | | **Last Name** | No | Borrower's last name. Used in the pipeline display, search, and sorting. | | **Credit Score** | No | Borrower's FICO score. Must be between 300 and 850. Informational field used for reporting. | ### Step 4: Property Information | Field | Required | Description | | ------------------ | -------- | ----------------------------------------------------------------------------------------------------------- | | **Street Address** | No | The subject property street address. Searchable in the pipeline. | | **Unit/Apt** | No | Apartment, suite, or unit number. | | **City** | No | City of the subject property. | | **County** | No | County of the subject property. | | **State** | No | State of the subject property. Select from a dropdown of all 50 US states plus DC. | | **ZIP Code** | No | ZIP code of the subject property. | | **Occupancy Type** | No | How the borrower will use the property. Options: **Primary Residence**, **Second Home**, or **Investment**. | *** ## Saving the loan Click the **Create Loan** button at the bottom of the form. If all required fields are filled in and valid, the loan is created with an initial status of **App Intake** and you are redirected to the loan detail page. If there are validation errors, an error banner appears at the top of the form describing what needs to be corrected. ## After creation Once the loan is created, you can: * [Change its status](/loan-pipeline/loan-statuses) as it progresses through the pipeline * [Assign team members](/loan-pipeline/loan-team) (assistants and processors) * [Add adjustments](/loan-pipeline/adjustments) for revenue or commission modifications * [Add notes](/loan-pipeline/notes) to track conversations and decisions * [Edit any field](/loan-pipeline/editing-loans) from the loan detail page ## Fields not available at creation Some loan fields are only available after the loan is created, on the loan detail page: * **Status** -- New loans start at App Intake; change status from the Overview tab * **Payer Type** -- Set from the Overview tab (Lender, Borrower, Investor, or Seller) * **Channel** -- Set from the Overview tab (Broker or Non-Delegated Correspondent) * **Revenue line items** -- Managed from the Revenue tab * **Milestone dates** -- Managed from the Dates tab * **Team assignments** -- Assistants and processors are managed from the Overview tab * **LTV** -- Calculated/set on the detail page