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How to search for documents

Search Document View to find stored documents by loan number or other criteria.

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Written by Marlaya Peace

Before you start

Open the Document View tab. You must enter search criteria before results will load.
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Search for a document

  1. Choose the field you want to search by. The default option is usually Loan Number.
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  2. Select the search operator, such as is equal to or ends with.
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  3. Enter your search value.

  4. Press Enter or select the search icon.
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  5. Select a result row to view the document.

Tips

  • For 10-character loan numbers, enter all 10 characters for best performance.

  • To search by the last digits of a loan number, use the ends with operator.

  • The numbers in the list header indicate sort order.

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