Loan Contacts

Keep your loan organized by adding team members and business contacts directly to each loan file.

This feature helps you track who's working on the loan internally (like processors and underwriters) and which external partners are involved (like real estate agents or appraisers), ensuring smooth communication and clear accountability throughout the loan process.

The Loan Team section is for people who are actively working on the loan, such as LOs and processors. These are people within your company.

The Third Party section is for people who are connected to the loan, but not directly acting on it, such as real estate agents. These are people outside of your company.

The loan team can be found under Loan Contacts on a given loan. You will find a list of contact information for each person associated with the loan, as well as their role (such as Primary Loan Officer).

To add a new contact to the loan team, click Add to Loan Team.

Start typing in the search bar to search for team members.

Click the name of a person to add them to the loan team.

To view how to add and modify Loan Team members, refer to this guide

All third-party contacts (business contacts) can be found within the Third Parties tab. To view additional details about the contact, you are able to expand the row.

To add or create a new third-party contact to the loan, click Add Third Party Contact.

Start typing the name, company name or contact type (such as real estate agent) of the contact you wish to add.

Click Add Third Party, Complete all contact fields, then decide if you want to:

When modifying a third-party contact attached to the loan, users have the ability to choose to save the changes back to the business contact or only preserve the changes.