This walkthrough shows how Lead Notes keeps the latest contact context visible on Borrowers and Partners lists, with inline entry and access to note history.
Open Borrowers or Partners and review the Lead Notes column. The latest note and its date appear with the contact, so you can understand recent context before opening another screen.
Select View all when the latest note is not enough. The expanded panel keeps earlier notes, authors, and dates together so the team can follow the sequence of contact activity.
Type the update in Add a quick note and save it while staying on the list. The new entry becomes part of the contact's note history and the latest context available to the team.
Record what happened, what the contact needs, and who owns the next step. Avoid speculation and unnecessary sensitive data. A useful note should let another authorized user continue the relationship without reconstructing the conversation.
They appear on the Borrowers and Partners lists in LoanOfficer.ai.
Yes. The latest note is shown with its date in the list view.
Open View all in the Lead Notes panel to review the broader note history.
Yes. Use the Add a quick note field and save the update inline.
Record the relevant outcome, the next action, and ownership in concise, factual language.
No. Keep sensitive data and documents in approved secure systems and follow company policy.
Lead Notes are available directly on the Borrowers and Partners lists in LoanOfficer.ai. Each contact can show the latest note and date at a glance. Open View all to review additional history, or type a quick note and add it without leaving the list. This keeps useful contact context close to the daily workflow.