Loan File Tabs
Choose which loan-file tabs your team sees and in what order.
Platform Settings → File Tab Display Order (Manager role) controls which tabs appear on a loan file and in what order.
What you can change
- Reorder tabs by dragging them into place.
- Turn a tab off by clearing its check mark. This hides the tabs your products never use.
- Set tabs per portal: control the tabs separately for back office, branch, broker, loan officer and borrower users.
Tabs can be reordered but not renamed.
Why a tab may not appear
Even with a tab switched on, a user only sees it when it applies:
- Loan program: some tabs depend on the product. The Draw Management tab only appears when the property needs rehab.
- Modules: tabs for modules such as Servicing or Draw Management need that module on your account.
- Role and permissions: some tabs need a specific permission, such as 3rd Party Services.
So a tab a colleague describes may not exist on your screen.
The redesigned loan file
The loan file was redesigned in October 2026 for speed. It has a side menu for navigating tabs, a header with the key loan facts, and a side panel of widgets for contacts, credit and activity. You choose which widgets appear in the side panel. The facts you check most stay on screen whichever tab you're on. See Working the Loan File.
Hide before you trainTurn off the tabs your team will never use before onboarding users. A shorter menu is faster to learn, and fewer people ask what a tab is for.
Which fields appear inside each tab is controlled separately, in Form Fields & Custom Fields.
Full detail: in LendingWise, open Loan Origination → User Guide → The Loan File, Tab by Tab.
Updated 13 days ago