Description:
This article details the hidden loan feature in nCino Mortgage. Loans can be hidden by both Loan Officers and Team Members.
Steps to resolve:
Follow the steps below to hide and unhide loans.
Web:
- Go to Loans > Active Loans.
- On the right-hand side of the row, click the three dots. Select Hide Loan.
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To view a Hidden Loan, click Actions and select View hidden.
a. This will display all Hidden Loans.
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To Unhide a Loan, click the three dots to the right-hand side of the loan and select Unhide Loan.
a. This will add the loan back to the Active Loans view.
Solution:
nCino Mortgage offers Admins, Loan Officers, and Team Members the ability to hide loans they no longer want to view in their Active Loans pipeline. When hiding a loan, the loan will no longer be visible in the Active Pipeline. Hidden Loans are Active Files that were hidden from view, whereas Inactive Loans are loans that have been made Inactive or that have reached a certain Milestone in the LOS.