More Ways to Keep Loan, Lien, and Agency Details in View

Navigation updates help you keep key details close by and move through the portal with fewer steps.

• Loan Details pop-out window: Open Loan Details in a separate window, so loan information stays visible while you work elsewhere in the portal.

• Lien Details pop-out from reporting history: From Loan Details > Tax Amount Reporting History, select a Tax ID to review lien details without losing your place.

• Agency cross-reference access: From Agency Details, you can select a customer payee to quickly open agency cross-reference information in a pop-out window.

• Direct access to Tax ID details: Tax IDs shown in dashboards are now clickable, giving you a faster path to the related Tax ID details page.

• Quick access to comment history: Dashboard comment columns now show the most recent comment, with a direct link to the full comment history for that loan.

Search by Tax ID in Loan Search

Loan Search now gives you another way to find the records you need.

• You can now search by Tax ID directly from Loan Search.

• To use Tax ID search, first select the associated Agency.

• After the Agency is selected, Tax ID search helps you quickly locate records within that jurisdiction.

Print Loan Details for Audits and Documentation

A new Print Screen option on the Loan Details main data screen helps support audits, reviews, and documentation.

• You can now generate a printable view of the Loan Details main data screen.

• Use it to capture and retain loan information for audits, reviews, and record-keeping.

Download Memo Bills from Reporting History

A new Memo Bill download option is now available from Tax Amount Reporting History.

• Go to Loan Details > Tax Amount Reporting History.

• When an agency provides a tax amount for a tax line, the Memo Bill is available to download from reporting history.

Review Recent Delfus Letters in One Dashboard

The new Delfus Letter Dashboard gives you a clearer view of Delfus Letters sent over the past year.

• View Delfus Letters sent within the last 12 months.

• Clickable Tax IDs take you to the related details page, where you can view complete Delfus history.

Filter Redemption Statements by Order Type

The Redemption Statement Dashboard now includes more detail to help you review redemption statement activity.

• The Order Type field has been added to the dashboard.

• Filter by order type to find and manage specific redemption requests more easily.