OneSite Users can track multiple loans and projects within a specific guidance line created by the lender. This will allow OneSite Users to view the characteristics and requirements of all loans together under one view providing greater insight into the status of a project, reducing mistakes with real-time information, and saving time with all borrower loan information in one place.
Accessing a Guidance Line View
To access the Guidance Line View:
- Log in to the OneSite Web Portal
- Click on the Guidance Line of Credit that was established by the Lender.
The Guidance Line Pipeline View will display the following information:
- Loan File #
- Status
- Program
- Address
- Project Name
- Loan Funded (Date)
- Term End (Date)
- Loan Amount
- Disbursed (Amount)
Each loan file within the Guidance Line View can be accessed by clicking on the Loan File #.
The Guidance Line Summary Panel at the top of the screen will show the following information:
- Guidance Line Status
- Project Name
- Borrowing Limit
- Committed Amount
- Disbursed Amount
Guidance Line Report
OneSite Users can download a Guidance Line Report to obtain a spreadsheet containing the information in the main Guidance Line View.
To download the Guidance Line Report from the Guidance Line View
- Click the Action dropdown menu
- Click Download
Here is a sample of the resulting spreadsheet: