Lending & portfolio
The loans workspace lives under /loans/*. Visiting /loans redirects to /loans/applications so operators land in the pipeline first.
Guides in this section
| Guide | What you learn |
|---|---|
| Applications (list) | Filters, statuses, NBE columns, bulk patterns |
| Application detail (tabs) | Origination vs servicing, ML/NBE tabs, safe reading |
| Approvals & analytics | Queue, decisions, analytics page |
| Disbursements & repayments | Money-out and money-in journeys |
| Portfolio, documents, regulatory | Risk views, files, regulatory roll-ups |
| Pro book | Legacy loan read-only surface (when enabled) |
Collections
Day-two servicing workflows live under Collections & workflow-linked from Loans management in the sidebar.
List → detail → action (reminder)
- List - search, filters, exports (see Global UX patterns).
- Detail - stable
[id]in the URL; use browser back after saving. - Actions - confirm modals on irreversible steps.
Deep reading (authors): monorepo documentation/Decision-pro/docs/LOAN_ORIGINATION_AGGREGATE_NBE.md for aggregate/NBE analyst narrative.
Next: Credit decisioning · Understanding AIS