Borrower search is the primary way agents locate borrowers in the CRM. The Find a Borrower panel in the center column supports freeform text and structured key:value queries to find borrowers by name, phone number, email, or Peach ID.
Availability: All clients Required permissions: None required to search. Viewing borrower details after search may require additional permissions.
- From the CRM main page, enter your search query in the Find a Borrower panel in the center column.
- Press Enter to run the search. Results appear below the search field, sorted by match score.
- Select a result to load the borrower's contact card in the right panel.
The search field supports both freeform text and structured key:value queries. You can combine multiple terms in a single search.
Enter a borrower's name, phone number, or email address directly. The search engine matches across all indexed fields.
Use a prefix followed by a colon to search specific fields:
| Prefix | What it searches | Example |
|---|---|---|
borrowerId: | Peach borrower ID | borrowerId:BO-1234-ABCD |
caseId: | Peach case ID | caseId:CA-5678-EFGH |
interactionId: | Peach interaction ID | interactionId:IN-9012-IJKL |
accountId: | Peach loan account ID | accountId:LN-3456-MNOP |
firstName: | First name (partial match) | firstName:Jane |
lastName: | Last name (partial match) | lastName:Smith |
phone: | Phone number | phone:555-123-4567 |
email: | Email address | email:jane@example.com |
taxId: | Last 4 digits of SSN | taxId:6789 |
You can enter multiple terms in a single search. Wrap multi-word values in double quotes:
firstName:John phone:"555-123-4567"Search results display as cards below the search field. Each card shows:
- Borrower name
- Borrower ID
- Match highlights indicating which fields matched your query
Results are sorted by match score, with the best matches at the top.
The toolbar below the search field provides:
- Validation feedback — Displays a banner if your query contains invalid parameters.
- Auto-prefix — Detects bare Peach IDs in your query (such as
BO-…,CS-…,LN-…) and rewrites them as properkey:valueterms before submitting. You can also trigger this with Shift+Enter. - Quick-prefix buttons — Buttons for common prefixes (
firstName,lastName,email,phone,accountId, etc.) that insert the prefix into your query.
To clear the search, select the × icon inside the search field.
A syntax help tooltip is available next to the search field for quick reference on supported prefixes and query format.
Select a search result to display the borrower's contact card in the right panel. The contact card shows:
- Borrower name and ID
- Phone numbers (mobile, home, company)
- Email address
- Location (city, state, country)
- Active loan accounts (up to 5)
From the contact card, you can:
- Select View more to navigate to the full borrower detail page.
- Select the verification button to verify the borrower's identity.