Managing Custom Loan Flags

Flags are in-app features designed to help track the status of loans or projects within Built, enabling teams to quickly identify and manage key details. Lender Admins can create custom flags at the institutional level, allowing organizations to tailor workflows, standardize communication, and categorize projects based on internal needs. These flags provide clear, visual indicators that improve visibility into loan statuses, conditions, and priorities across teams.

Key Benefits

• Apply more than 10 flags per loan

• Expanded color palette, including new pastel colors

• Prevention of duplicate flag names

• Automatic preservation and migration of existing flag data

Where Flags Appear

Flags are visible throughout the platform to ensure high visibility and usability:

• Dashboard: Within the Project Status modal

• Budget page: In the project header

  • Hover over the flag icon to view the flag text

• Pending Project pages: Under Project Status

• Portfolio-Level Pages

  • Portfolio

  • Draw Desk

  • Find Loans

• Reporting

Permissions Overview

Lender Admins

• Can create, edit, and delete organization-wide (global) flags

• Can apply or remove flags on projects

• Access points:

  • Organization (Global) Settings

  • Dashboard > Project Status

  • Budget > Utilities

  • Pending Project > Project Status

Branch Admins & Loan Admins

• Can apply or remove flags on projects

• Cannot create, edit, or delete global flags

• Can only use existing organization-wide flags

• Access points:

  • Dashboard > Project Status

  • Budget > Utilities

  • Pending Project > Project Status

Branch Read-Only Users

• Can apply or remove flags on pending projects only

Loan Originators

• Can apply or remove flags on pending projects from the Loan Setup page only

How to Create and Manage Custom Loan Flags

Note:

• You must be a Lender Admin to create, edit, or delete organization-wide flags

• Branch Admins, Loan Admins, and Loan Originators can only apply or remove existing flags

Adding Flags (Lender Admins Only)

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:

   1. Click the Add Flag button.

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

   3. Save to add the flag to your list.

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

Searching and Editing Flags (Lender Admins Only)

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

   

2. To edit a flag:

   1. Click on the flag you wish to modify.

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

   3. Save your changes.

   

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

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:

   1. See which flags are currently associated with the loan.

   2. Add a new flag to the loan by clicking on the Manage Flags button.

   3. 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.

Note:

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.Add or Update Flags on a Pending Project

Associating Flags with Pending Loans

1. Create a new pending project or open an existing pending project

2. Navigate to the Loan Setup tab

   Note:

   If the project was just created, you are already on this tab.

3. In the Project Status section, click Flag Loan

   • If flags already exist, click the edit icon

4. Select the flags that apply to the project

   • Deselect any flags that no longer apply

5. Click Submit

The selected flags appear in the Project Status section.