Loan Admin Tools
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 stoplights, flags, 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
This will take you to Tools > Loan Admin Tools.
This tool is broken into sections to make it easier to use.
Rule Applied Configuration
The bottom section shows the search terms that were used to find the loans on which your rule evaluations will be run.
While you can’t update the search query on this page, you will be able to see how you chose your group of loans.