Loan labels let you tag and categorize loans at the company level. Use labels to group loans for reporting, filtering, or operational workflows — for example, labeling loans by origination channel, portfolio segment, or special handling requirements.
Availability: All clients Required permissions: loan.label:list, loan.label:read (to view); loan.label:create (to add); loan.label:update (to edit); loan.label:delete (to remove)
From the Admin Portal sidebar, select Loan Labels. The list displays all loan labels for your company.
| Column | Description |
|---|---|
| ID | The loan label identifier (LL-XXXX-XXXX). Select to open the detail page. |
| Label name | The display name of the label. |
| Description | A description of what the label represents. |
Select the column management icon to show, hide, or reorder columns.
- From the Loan Labels list, select Add loan label.
- Fill in the label details (see field reference below).
- Select Add to save.
- From the Loan Labels list, select a label's ID to open its detail page.
- Select Edit.
- Update the fields you want to change.
- Select Save.
- From a loan label's detail page, select Delete.
- In the confirmation dialog, select Yes to confirm.
| Field | Description | Required | Values / Format |
|---|---|---|---|
| Name | The display name for the loan label, used when viewing and assigning labels. | Yes | Text |
| Description | A description of the label's purpose, visible on the label list and detail page. | No | Text |
| External ID | Your company's internal identifier for this label, useful for API integrations. | No | Text |
The following fields are read-only:
| Field | Description |
|---|---|
| ID | The Peach-assigned loan label identifier. |
| Created at | The date and time the label was created. |
| Updated at | The date and time the label was last modified. |
Agents can assign labels to a loan from the loan's detail page in the Agent Portal — open the loan, locate the Loan labels card, and use the multi-select to add or remove labels. (Borrowers do not see this card.)
You can also manage label assignments programmatically through the Peach API, which is the preferred path for bulk operations or for retrieving loans by label.