Conducting Research
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      3. Conducting Research

      How do I search by "Lending" objects like Loan Number or Account Name?

      Search for loan identifying names and numbers by performing a Lending Search

      Performing a Lending Search allows you to quickly find relevant records.

      1. Navigate to the Search tab in the left hand sidebar and select the Lending subtab. Click on the drop-down and select a lending object and type.
      2. Once the lending object and type are selected, enter the search criteria and select Search:
      3. Search Results will appear in a table format that can be exported or analyzed further