Description:
The package tracker is a wonderful tool that is useful for reports, tracking of closings, status visibility, and management of packages.
Location:
The Package Tracker is only accessible by using the web portal and is found in slightly different places based on your account type. A screenshot showing the location of the package tracker from each account type's left hand menu is shown below. If you do not have access to the package tracker tool, please reach out to nCino Mortgage support.
Admin: |
Loan Officer: |
Team Member: |
Process:
The Package Tracker contains all of the packages that were sent through the nCino system on loans that the user can access.
The package tracker has a few different ways that you can organize the information inside of it.
First, the tracker is filtered by creation date. Clicking on the button that says "Created Date" will allow you to change the date range that is included.
You can use the "Edit columns" button to change which columns are showing for your view. The columns "created date", "Package name", "Loan #", "Primary borrower", and "Loan officer" can have their order changed, but cannot be removed from the tracker view.
To change the columns shown, either click and drag the column title that you would like to either remove or add to your view or click the arrow that shows on the right hand side when hovering over the tile. Clicking "Reset" will bring the package tracker to the last saved column set up.
By clicking on the header for the following columns, you can use them to filter or sort the data: Completed date, Created date, Started date, Updated date, Closing date, Status, Package type, Fulfillment, and eSign Prep. Each of those menus are shown below in the order mentioned with all date columns represented by the first screenshot.
You can also use the Search Bar to search for specific packages by any of the information on the package such as loan number, borrower name, Loan Officer, etc.
To access the detailed information of any particular package, simply click on the line for that package. This will bring you to the Package Details page which is detailed next.
Summary:
The package tracker page has a lot of helpful information about disclosure packages. This can be used to troubleshoot issues or even check on the status of different aspects of the package.
Additional resources:
Published: 08/15/2024 Last Update: 02/12/2025