Turn on Compact View in LoanOfficer.ai to fit every borrower and partner on a single line, keep filters and tools in one row, and scroll less.
Compact View is a denser layout for your Borrowers and Partners lists. The page header tucks away, your filters and tools share one row, and every contact fits on a single line. The result is more of your database on one screen, with less scrolling.
Compact View lives on the Borrowers page, in the toolbar above your list.
Instead of a handful of contacts, you see a full page at once. In the release walkthrough, the same screen shows 18 borrowers in Compact View compared with 6 in Standard View; how many rows you see depends on your screen size. Because each borrower sits on one line — name, loan amount, interest rate, email, phone, marketing mode, last activity, status, and tags — it is easier to spot who needs a call next, such as a borrower marked Pre-Approved with activity a few hours ago.
Partners has Compact View as well. One click, and your realtors and referral partners line up the same way: one partner per line, with their contact details, marketing mode, last activity, status, partner tags, and engagement score in view.
Want the roomier layout back? Click Standard View anytime — the button sits in the same spot where Compact View was. Compact View only changes how the list is laid out on screen; your contacts and their details stay the same.
Open Borrowers and look in the toolbar above your list. Compact View sits right next to Edit Columns. The Partners page has the same button.
The page header tucks away, your filters and tools share one row, and every contact fits on a single line, so you see more of your database on one screen with less scrolling.
Yes. Click Compact View on Partners and your realtors and referral partners line up the same way, one partner per line.
Click Standard View anytime. It sits in the same spot as the Compact View button and restores the roomier layout.
No. Compact View only changes how the list is laid out on screen. Your borrowers, partners, and their details stay the same.
New in LoanOfficer.ai: Compact View. See more of your database on one screen, with less scrolling. Open Borrowers and click Compact View, right next to Edit Columns. The page header tucks away, your filters and tools share one row, and every borrower fits on a single line. So instead of a handful of contacts, you see a full page at a glance, and can spot who needs a call next. Partners has it too. One click, and your realtors and referral partners line up the same way. Want the roomier layout back? Click Standard View anytime. Compact View. More of your pipeline, less scrolling.