When a deal is no longer moving forward or you’ve finished your compliance work and don’t want it cluttering your dashboard you can archive it. Archived loans are not deleted. You can bring them back at any time by unarchiving.
Tip: Archiving is a great way to keep your loans dashboard tidy without losing history.
Click the red arrow below to watch a short video.
How to archive a loan -condensed view
1. Click the handshake icon to open your loans dashboard.
2. Ensure the view selector is set to condensed.
3. Find the loan you want to archive and click “+” to expand it.
4. Click "Archive". The loan will disappear from your active list.
How to archive a loan - extended (table) view
1. Click the handshake icon to open your loans dashboard.
2. Switch your view to extended (table) if it isn’t already.
3. Scroll to the far right to locate the "Archive" column.
4. Click the archive icon to archive the loan.
How to find & unarchive a loan - condensed view
1. Click the handshake icon to open your loans dashboard.
2. Click "Filter" then check "Archived loans"to display archived items.
3. Locate the loan you want to restore and click “+” to expand.
4. Click "Unarchive". The loan will reappear in your active list.
Note: You can clear your filters to return to your standard loan dashboard at any time.
How to find & unarchive a loan- extended (table) view
1. Click the handshake icon to open your loans dashboard.
2. Click "Filter" then check "Archived loans"to display archived items.
3. Find the loan you want to restore and go to the "Archived" column on the right.
4. Click the "up arrow" to unarchive the loan. It will reappear in your active list.
Note: You can clear your filters to return to your standard loan dashboard at any time.
If you need assistance, contact supportus@lendesk.com or click the chat button in Finmo.