Loan labels are tags that your company creates to categorize and track loans — for example, for analytics, collections strategies, or internal workflows. The Loan Labels tool lets you add or remove labels on a loan. Labels are never visible to borrowers.
Availability: All clients Required permissions: loan.label:list Loan status: No restriction Loan types: All
- Loan labels are created in the Admin Portal. If the label you need does not exist, ask your administrator to create it. See the Admin Portal documentation for details.
- Labels assigned to a loan are displayed at the top of the loan detail page as well as within this tool.
- From the agent-view Borrower Portal, open the loan and select Loan options > Loan labels.
- The form displays a checkable list of all available loan labels. Labels already assigned to the loan are checked.
- Select the checkbox next to the label you want to add.
The label is added to the loan immediately.
- From the loan labels tool, find the label you want to remove.
- Clear the checkbox next to the label.
The label is removed from the loan immediately.
| Field | Description | Required | Values / Format |
|---|---|---|---|
| Loan labels | A checkable list of all available loan labels. Select to add, clear to remove. The list supports pagination for companies with many labels. | No | Multi-select checkbox list |