DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (firstname.lastname@example.org) for more information on what features are enabled for your use.
The "About" tab is a convenient place to access all the information you need about a borrower and their loan application. Any information that the borrower entered into their loan application will be visible here. In addition, this tab will also allow you to make edits to the borrower's application.
The links on the left-hand side of the page correspond to the different sections of the loan application. In addition, you'll also see a search bar at the top of those links, which allows you to search for all information in the About tab.
To Edit any of the information in the About tab, first select the section you wish to edit. Then, scroll over the header of the section and click on the pencil icon.
Once you've finished editing the selected section, be sure to save your edits. To do this, scroll to the bottom of the page and click the "Save" button. Once you've completed this step, your edits will be saved.