Efficient Flag and Portfolio Management

  • Published on Feb 14, 2026
  • 2 minute(s) read
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Overview

This article explains how to manage flags within your portfolio, including adding, editing, deleting, and searching for flags, as well as associating flags with specific loans. This guide is intended for users who want to organize and track important statuses or notes across their portfolio. Sections include: Managing Flags, Searching and Editing Flags, Associating Flags with Loans, and FAQs.

1. Adding Flags

  1. Navigate to Organization Settings and then to the Lender Settings section in your account.

  2. You will see a list of existing flags or a blue button to start adding a flag.

  3. To add a new flag:

    • Click the Add Flag button.

    • Enter a name and select a color for the new flag.

    • Save to add the flag to your list.

  4. You can add as many flags as needed to suit your workflow.

2. Searching and Editing Flags

  1. If you have many flags, use the Search bar to quickly find a specific flag by name.

  2. To edit a flag:

    • Click on the flag you wish to modify.

    • Update the name or color as needed in the modal that appears.

    • Save your changes.

  3. To delete a flag, select it and choose the delete option.

3. Associating Flags with Loans in the Portfolio

  1. Go to the Portfolio section to view your list of loans.

  2. Select a loan to view its details.

  3. In the loan details, you can:

    • See which flags are currently associated with the loan.

    • Add a new flag to the loan by selecting from your list of flags or clicking on Manage Flags button.

    • Edit or remove existing flags as needed.

  4. Flags associated with each loan are visible in the portfolio column, making it easy to track statuses at a glance. 

Check a flag to apply it to the loan. All changes will be saved automatically. You don’t need to click an extra button to save.
Any change you make, assigning or unassigning flags, as well as creating, updating, or deleting a flag, is saved right away.


4.  Flag Permissions by Loan Status and Role

When Loan is Pending

  • Assign/Unassign Flags: All roles can assign or unassign flags.

  • Create/Edit/Delete Flags: Only the following roles can perform these actions:

    • Sysadmin

    • Branch administrator

    • Bank administrator

    • Loan administrator

When Loan is Active

  • Manage Flags (Assign, Create, Delete): Only the roles below can manage flags:

    • Sysadmin

    • Branch administrator

    • Bank administrator

    • Loan administrator

  • View-Only Access: All other roles can view flags but cannot manage them.

FAQ

1. Is there a limit to the number of flags I can create?
No, you can add as many flags as you need.

2. Can I change the color or name of a flag after creating it?
Yes, simply click on the flag to edit its details.

3. How do I remove a flag from a loan?
Select the loan, click on the Manage Flags button, and uncheck the flag.

4. Can I search for a flag if I have many?
Yes, use the search bar at Lender Settings to quickly find any flag by name.

5. Are flags visible in the main portfolio view?
Yes, all flags associated with loans are displayed in the portfolio column for easy reference.

Related Articles

  • Organizing Your Portfolio

  • Customizing Loan Details

  • Using Tags and Labels for Workflow Management

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