Manage your loans

• Tabs for All, Active and Complete.
• Search by borrower name, email or phone.
• Sort any column, and show or hide columns.
• A badge on the borrower's name counts new uploads you haven't seen.

Each row's menu lets you copy or open the upload link, resend the email (with or without a message), pause or resume reminders, view the contact, edit, mark complete or not complete, archive or delete. Right-click a row to get the same menu.

Tick the loans you want, up to 200 at a time, and a bar appears with the bulk actions:

• Resend the request, with or without a message (up to 20 at a time)
• Mark complete
• Pause or resume reminders
• Mark uploads as seen
• Archive
• Export to CSV
• Delete

Loans never complete themselves, even when every document is in: you mark a loan complete once you've reviewed it. Reports counts loans that are waiting on your sign-off.

Completing a loan stops its reminders and turns off the borrower's upload link. Changed your mind? Choose Mark as not complete from the loan's menu or its page: it goes back to your active loans with a new upload link and password. On the test plan, reopening counts toward your active-loan limit, so you may need to complete or archive another loan first.

To protect your borrowers' inboxes, manual resends are limited to 3 per loan in 10 minutes and 30 borrower emails an hour.