The internal notes field is designed to forefront the most pertinent information regarding a family loan with EasyHomes. The purpose of this is to allow staff to quickly receive the most important information about a loan before going through the entire note history.
Some items that may be included could contain but are not limited to: Death in the family, Job loss, Payment Plan Active, Bankruptcy Filing, deferment Active, etc., etc.
There are 2 ways to view this information. The first view would be to pull up the loan, as shown below.
The second option, and less immediate view would be to open up the Internal Notes tab within the loan.
For any items that need to be seen immediately by Collections, Family Services, PIC, the Internal Notes tab is where a brief description of this should go.