Users can search for loans in either the Quick Search Criteria screen or the Advanced Search screen.
Quick Search Criteria
The Quick Search Criteria screen is displayed first in any search situation. Users can enter one of four search criteria, or a combination of criteria, to search for a loan. This screen can be accessed from any screen where loans are listed by clicking the Search Loans button.
The Quick Search Criteria screen is made up of the following fields:
Loan Number: Enter the loan number to search for a specific loan.
Lender Loan Number: Enter the lender loan number for the loan.
Last Name: Enter the last name of the borrower on the loan.
First Name: Enter the first name of the borrower on the loan.
Click the Search Loans button after entering the search criteria to perform the search.
NOTE: The more specific search information entered reduces the number of loans that are displayed in the Loans grid. If the information entered only applies to one specific loan, then the Loan Details screen for that loan is displayed instead, bypassing the Loans grid.
Advanced Search Criteria
Click the Advanced Search button to display the Advanced Search screen.
The Advanced Search Criteria screen is made up of the following sections:
Loan Info: Loan information including Loan Number, Agency, Rate, and Program. This section also includes the Include Archived checkbox. Check this option to include archived loans in the search results.
Borrower Info: Borrower information including Last Name, First Name, and SSN (Social Security Number).
Lender Info: Lender information including Lender Loan Number, Lender, Compliance Specialist, Lender City, Loan Officer, and Loan Processor.
Property Info: Property information including City and County.
Finance Info: Financial information including Pool Number, Allotment, CUSIP Number, Allocation, and Source.
Stages: Loan stages to select from. Stages may differ depending on the agency.
Statuses: Loan statuses to select from. Statuses may differ depending on the agency.
Click the Search Loans button after entering the search criteria to perform the search.
NOTE: Since all screens are not searchable by all the fields mentioned here, some fields may be missing.