Loan creation

Someone at your company must create a loan record in Simplifile for each loan you initiate. You may also be able to create multiple loans at the same time with a batch import.

Basic loan information displays in the card view and the list view (as described in Work with loans), and on the Loan Information page. To begin the collaboration process, you must assign each loan to a settlement company, where an agent is assigned to work on the loan. You may be able to request that a specific agent be assigned to work with a loan.

This topic contains information that pertains to the Collaboration and Post Closing Lender component loan creation