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How to use Shortcuts in SphereLOS

Learn how to set up and manage shortcuts in SphereLOS to save time, reduce clicks, and personalize navigation within a loan file.

Quick Steps (At a Glance)

  • See a star? Click it. Filled = saved shortcut.

  • Manage in Shortcuts tab > Edit Shortcuts.

  • Shortcuts are personal (user-level).

Create a Shortcut

  1. In the loan file, open a section. If you see a star in the top left, click it to create a shortcut.
  2. The star will change from blank to filled — that means your shortcut is saved automatically (no need to click Save).
  3. To exit the screen, click Cancel at the bottom, or choose Save if you’ve entered any data.
  4. Please note: In the Actions section, the star appears only after you click Send

Manage Shortcuts

  1. In the loan file, open the Shortcuts tab (located next to the Menu tab).
  2. Click Edit Shortcuts
  3. Click the X to delete a shortcut.
  4. Drag the handle (three lines) to change the order of shortcuts.
  5. Click Save.

Questions? Contact us at support@spherelos.com — we’re here to help.