Navigating the Loan Summary Bar, Toolbar, and Header Tool
At the top of the loan file, you'll find a horizontal strip that combines the Loan Summary Bar, the Toolbar, and a set of Header tools. This layout provides a streamlined view of key loan data and quick access to essential actions.
⚠️ Note: The information shown in the Loan Summary Bar, Toolbar, or Header Tools may vary based on your role, permission settings, and whether the loan file has the data entered. If certain options or details are missing, check with your System Admin or confirm that the data is in the file.
Loan Summary Bar
From left to right, the Loan Summary Bar displays:
- Loan Status
- Primary Borrower Information – hover over the dropdown arrow next to the borrower's name to view:
- Loan number
- Branch name
- Primary Borrower's name, phone number and email
- Subject property
- AUS eligibility and type
- Change of Circumstance (COC) flag
- Any custom fields added to this section
- Loan Purpose
- Occupancy Type
- Loan Amount – hover to reveal Loan Type and Program
- LTV Section – hover to view LTV, CLTV, and HCLTV
- Credit Score – displays the credit score used to qualify the loan.
- Note/Interest Rate – hover to see APR, Compensation Type, and Compensation Amount
- DTI (Debt-to-Income Ratio) – hover to view a breakdown of the DTI calculation
- Compliance – hover to access compliance test details
Toolbar
To the right of the Loan Summary Bar, the Toolbar gives quick access to:
- Validation Icon (!) – shows the number of business rule alerts (if enabled by your System Admin). Click to jump directly to the fields that need attention.
- Get Price – check lender rates through the pricing engine (if enabled).
- Actions/Gear button – includes:
- Copy Loan – create a new file from the current one.
- Export Loan – export in MISMO 3.4, FNM 3.2, UCD, ULDD or other industry standard formats.
- Update Loan – refresh using FNM 3.2, MISMO 3.4, or 3.6 MCD.
- Delete Loan – available to System Admins only.
⚠️ Warning: Use the Delete Loan option with extreme caution. Once a loan file is deleted, it cannot be recovered.
Header Tools
Further to the right, you'll find additional navigation and collaboration tools:
- Back to Dashboard – Returns you to the main dashboard view
- Team Icon (three-person silhouette) – Click to see who is currently working on the loan file
For broader workflow tasks—such as ordering third-party services or sending print forms—use the left-side navigation menu, which supports extended loan processing functions.