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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.

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Where notes appear

Notes are accessible from two places on the loan detail page:
  1. Notes slide-out sheet — Click the Notes button in the loan detail page header. A side panel slides out from the right, showing the full note history and the add-note form. This lets you view and add notes without leaving the current tab.
  2. Loan detail data — Notes are loaded as part of the loan detail and are available to all tabs.

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Viewing note history

Notes are displayed in reverse chronological order (newest first). Each note shows:
  • Message — The note text
  • Author — The name of the team member who wrote the note
  • Timestamp — When the note was created, formatted as a full date and time
If no notes have been added yet, a “No notes yet.” message is displayed.

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Adding a note

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From the slide-out sheet

  1. Click the Notes button in the loan detail page header.
  2. The notes panel slides out from the right.
  3. Type your note in the text area at the bottom.
  4. Click Add Note.
  5. The note appears immediately at the top of the list.

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From the notes section

  1. Scroll to the notes section (if displayed inline on a tab).
  2. Type your note in the text area.
  3. Click Add Note.
The note is attributed to the currently logged-in user. The text area requires at least one non-whitespace character.

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Deleting a note

To delete a note, click the X button on the right side of the note card. The deletion takes effect immediately and cannot be undone.

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How notes are organized

  • Company-scoped: Only team members within your company can view loan notes.
  • Author tracking: Each note shows the name of the employee who wrote it.
  • Chronological ordering: Notes are sorted by creation date, newest first.
  • No editing: Notes cannot be edited after creation. Add a new note with the correction if needed.

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Best practices

  • Use notes to record borrower communications, underwriter conversations, and internal decisions.
  • Add a note when changing a loan’s status to explain why the status changed.
  • Note any exceptions or unusual circumstances on the loan for future reference.
  • Notes serve as an audit trail — they are especially useful when multiple team members are working on the same loan.