# Search for borrowers

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.

## Search for a borrower

1. From the CRM main page, enter your search query in the **Find a Borrower** panel in the center column.
2. Press **Enter** to run the search. Results appear below the search field, sorted by match score.
3. Select a result to load the borrower's contact card in the right panel.


## Use search syntax

The search field supports both freeform text and structured `key:value` queries. You can combine multiple terms in a single search.

### Freeform text

Enter a borrower's name, phone number, or email address directly. The search engine matches across all indexed fields.

### Structured queries

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` |


### Combine search terms

You can enter multiple terms in a single search. Wrap multi-word values in double quotes:


```
firstName:John phone:"555-123-4567"
```

## Review search results

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.

### Use the search toolbar

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 proper `key:value` terms 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.

## Load the contact card

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](/servicing-operations/agent-portal-crm/crm-borrower-card).
- Select the verification button to [verify the borrower's identity](/servicing-operations/agent-portal-crm/crm-borrower-verification).


## Related pages

- [Navigate the CRM](/servicing-operations/agent-portal-crm/crm-overview)
- [View borrower details](/servicing-operations/agent-portal-crm/crm-borrower-card)
- [Verify a borrower's identity](/servicing-operations/agent-portal-crm/crm-borrower-verification)
- [Work the task queue](/servicing-operations/agent-portal-crm/crm-tasks)