Getting to the loan detail page
Click any loan row in the pipeline table, or click the Loan # link.Loan detail page layout
The loan detail page consists of:- Header — Shows the loan number, borrower name, property address, and current status badge. Includes action buttons for Notes (slide-out sheet) and Edit Loan (navigates to the full edit form).
- Summary cards — Four stat cards showing Loan Amount, Broker Compensation, Loan Officer, and Lender.
- Tabbed content — Six tabs for detailed loan management:
Editing from the Overview tab
The Overview tab has an inline editing mode that lets you update loan details without leaving the page.How to edit
- Navigate to the loan detail page.
- On the Overview tab, click the Edit button (pencil icon) in the top right.
- All display fields switch to editable form inputs.
- Make your changes.
- Click Save to commit the changes, or Cancel to discard them.
Editable fields on the Overview tab
Loan Summary card
Note: LTV is displayed but not directly editable from this view.
Loan Identifiers card
Borrower card
Property card
Editing from the full edit form
For a more traditional form experience, click Edit Loan in the page header. This shows the same form used when creating a loan, pre-populated with the current values.Updating revenue line items
Revenue line items are managed from the Revenue tab on the loan detail page.How to edit line items
- Go to the Revenue tab.
- Click Edit Line Items.
- Update the amounts in the table. Each line item has two fields:
- Amount — The fee amount
- Commission Amount — The portion of the fee that counts toward commission calculations
- Click Save to commit, or Cancel to discard.
Available line items
The Revenue tab also displays calculated summary cards:
- Gross Revenue — The gross loan revenue (or broker compensation if gross is not set)
- Total Line Items — Sum of all revenue line items
- Total Adjustments — Sum of all flat-amount adjustments
- Net Revenue — Gross revenue + line items + adjustments
Updating milestone dates
Milestone dates are managed from the Dates tab.How to edit dates
- Go to the Dates tab.
- Use the date picker for each milestone to set or clear a date.
- Click Save Dates to commit all date changes at once.
- Processing Dates: App Intake, TRID App, Qualification, Loan Setup, Disclosed, Pre-Approved, Submitted to UW, Approved w/ Conditions, Resubmitted, Clear to Close, Docs Out
- Closing & Funding Dates: Lock Date, Lock Expiration, Closed, Funded, Estimated Funding, Adverse, Check Received, Finalized, Approved for Payout, Commission Paid
Accounting triggers
Setting certain dates for the first time triggers automatic accounting journal entries:- Funded Date — Generates loan-funded journal entries
- Check Received Date — Generates check-received journal entries