Loan Admin Tools

General

The Loan Admin Tools are intended to let you run rule evaluations for groups of your loans whenever you want. Rule evaluations are typically run with  daily maintenance, when an account is opened, or when a transaction occurs (although this is not always the case). Sometimes you may want to run rule evaluations on a group of loans for  stoplightsflags, or  rules applied when a change has been made to those loans, or just to ensure that all information is up to date.

How To Run an Update

To run an update, first choose the loans that you want to run a rule evaluation on by  searching the  Loan Manager. Then select “Loan Admin Tools” from the more_vert drop-down.

This will take you to Tools > Loan Admin Tools.

This tool is broken into sections to make it easier to use.

Stoplight Configuration

Flag Configuration

Rule Applied Configuration

Each section shows the active rules of a specific type. If you want to run a rule evaluation for any of these rules, check the box to the right of the rule in the Evaluate column. Once you have checked all the boxes for all the rules from each section that you want to run, you will need to click   Run Loan Tool to run the evaluation.

The bottom section shows the search terms that were used to find the loans on which your rule evaluations will be run.

Search Query

While you can’t update the search query on this page, you will be able to see how you chose your group of loans.


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