{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":[]},"type":"markdown"},"seo":{"title":"Search for borrowers","siteUrl":"https://docs.peachfinance.com","description":"API and product documentation for Peach Finance, a lending-as-a-service platform.","llmstxt":{"hide":false,"sections":[{"title":"Table of contents","includeFiles":["**/*"],"excludeFiles":[]}],"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"search-for-borrowers","__idx":0},"children":["Search for borrowers"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Borrower search is the primary way agents locate borrowers in the CRM. The ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Find a Borrower"]}," panel in the center column supports freeform text and structured ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["key:value"]}," queries to find borrowers by name, phone number, email, or Peach ID."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Availability:"]}," All clients"," ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Required permissions:"]}," None required to search. Viewing borrower details after search may require additional permissions."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"search-for-a-borrower","__idx":1},"children":["Search for a borrower"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["From the CRM main page, enter your search query in the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Find a Borrower"]}," panel in the center column."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Press ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Enter"]}," to run the search. Results appear below the search field, sorted by match score."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select a result to load the borrower's contact card in the right panel."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"use-search-syntax","__idx":2},"children":["Use search syntax"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The search field supports both freeform text and structured ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["key:value"]}," queries. You can combine multiple terms in a single search."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"freeform-text","__idx":3},"children":["Freeform text"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Enter a borrower's name, phone number, or email address directly. The search engine matches across all indexed fields."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"structured-queries","__idx":4},"children":["Structured queries"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Use a prefix followed by a colon to search specific fields:"]},{"$$mdtype":"Tag","name":"div","attributes":{"className":"md-table-wrapper"},"children":[{"$$mdtype":"Tag","name":"table","attributes":{"className":"md"},"children":[{"$$mdtype":"Tag","name":"thead","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Prefix"},"children":["Prefix"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"What it searches"},"children":["What it searches"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Example"},"children":["Example"]}]}]},{"$$mdtype":"Tag","name":"tbody","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["borrowerId:"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Peach borrower ID"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["borrowerId:BO-1234-ABCD"]}]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["caseId:"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Peach case ID"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["caseId:CA-5678-EFGH"]}]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["interactionId:"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Peach interaction ID"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["interactionId:IN-9012-IJKL"]}]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["accountId:"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Peach loan account ID"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["accountId:LN-3456-MNOP"]}]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["firstName:"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["First name (partial match)"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["firstName:Jane"]}]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["lastName:"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Last name (partial match)"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["lastName:Smith"]}]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["phone:"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Phone number"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["phone:555-123-4567"]}]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["email:"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Email address"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["email:jane@example.com"]}]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["taxId:"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Last 4 digits of SSN"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["taxId:6789"]}]}]}]}]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"combine-search-terms","__idx":5},"children":["Combine search terms"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["You can enter multiple terms in a single search. Wrap multi-word values in double quotes:"]},{"$$mdtype":"Tag","name":"CodeBlock","attributes":{"header":{"controls":{"copy":{}}},"source":"firstName:John phone:\"555-123-4567\"\n"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"review-search-results","__idx":6},"children":["Review search results"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Search results display as cards below the search field. Each card shows:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Borrower name"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Borrower ID"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Match highlights indicating which fields matched your query"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Results are sorted by match score, with the best matches at the top."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"use-the-search-toolbar","__idx":7},"children":["Use the search toolbar"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The toolbar below the search field provides:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Validation feedback"]}," — Displays a banner if your query contains invalid parameters."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Auto-prefix"]}," — Detects bare Peach IDs in your query (such as ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["BO-…"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["CS-…"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["LN-…"]},") and rewrites them as proper ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["key:value"]}," terms before submitting. You can also trigger this with ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Shift+Enter"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Quick-prefix buttons"]}," — Buttons for common prefixes (",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["firstName"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["lastName"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["email"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["phone"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["accountId"]},", etc.) that insert the prefix into your query."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To clear the search, select the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["×"]}," icon inside the search field."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A syntax help tooltip is available next to the search field for quick reference on supported prefixes and query format."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"load-the-contact-card","__idx":8},"children":["Load the contact card"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Select a search result to display the borrower's contact card in the right panel. The contact card shows:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Borrower name and ID"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Phone numbers (mobile, home, company)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Email address"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Location (city, state, country)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Active loan accounts (up to 5)"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["From the contact card, you can:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["View more"]}," to navigate to the full ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-portal-crm/crm-borrower-card"},"children":["borrower detail page"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select the verification button to ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-portal-crm/crm-borrower-verification"},"children":["verify the borrower's identity"]},"."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"related-pages","__idx":9},"children":["Related pages"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-portal-crm/crm-overview"},"children":["Navigate the CRM"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-portal-crm/crm-borrower-card"},"children":["View borrower details"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-portal-crm/crm-borrower-verification"},"children":["Verify a borrower's identity"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-portal-crm/crm-tasks"},"children":["Work the task queue"]}]}]}]},"headings":[{"value":"Search for borrowers","id":"search-for-borrowers","depth":1},{"value":"Search for a borrower","id":"search-for-a-borrower","depth":2},{"value":"Use search syntax","id":"use-search-syntax","depth":2},{"value":"Freeform text","id":"freeform-text","depth":3},{"value":"Structured queries","id":"structured-queries","depth":3},{"value":"Combine search terms","id":"combine-search-terms","depth":3},{"value":"Review search results","id":"review-search-results","depth":2},{"value":"Use the search toolbar","id":"use-the-search-toolbar","depth":3},{"value":"Load the contact card","id":"load-the-contact-card","depth":2},{"value":"Related pages","id":"related-pages","depth":2}],"frontmatter":{"seo":{"title":"Search for borrowers"}},"lastModified":"2026-07-27T18:37:27.828Z","pagePropGetterError":{"message":"","name":""}},"slug":"/servicing-operations/agent-portal-crm/crm-borrower-search","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}