Loan Lifecycle and Portfolio View
Last updated: May 7, 2026
Tip: To quickly search for a loan by name or ID, press Ctrl + K (Windows) or Cmd + K (Mac).
1. Loan Lifecycle Stages
Status | Description |
Pending | Loan created but not yet approved. |
Approved | Loan approved and ready for disbursement. |
Active | Loan disbursed and now live for transactions and repayments. |
Closed | Loan fully repaid/redeemed. |
Rejected | Loan was not approved. |
2. Filtering Loans and Saving Views
The Loan List can be filtered to help you quickly find and work with specific loans.
You can filter loans by the following categories:
Filter | Description |
Loan Tranches and Facilities | Filter by tranche or facility structure. |
Loan Product | Filter by loan product type. |
Loan Purpose | Filter by the purpose of the loan (e.g., acquisition, working capital). |
Clients | Filter by borrower/client. |
Owners | Filter by the owner or assigned user. |
Life Cycle Stage | Filter by loan status (Pending, Approved, Active, Closed, etc.). |
Loan Date Range | - Start On: Filter loans by origination/start date. - Maturity Date: Filter by the loan's maturity date. |
Loan Balances | - Commitment (Greater Than): Minimum total commitment amount. - Overdue (Greater Than): Minimum overdue amount. - Repaid (Greater Than): Minimum amount repaid. - Outstanding (Greater Than): Minimum outstanding balance. |
Using Filters:
Click the Filter Loans button in the Loan List view.
Expand any filter category and choose one or more values.
The loan list will update immediately to show matching loans.
Saving Views:
If you frequently use certain filters (for example, to always see Active loans with a balance over $5 million or all loans for a specific facility), you can save them as a View:
Apply the desired filters.
Click Save View.
Give the view a name
Your saved views appear in a dropdown so you can quickly load them without reapplying filters.
Tip: Saved views are especially useful for regularly monitoring specific loan segments
Contact support for assistance with complex scenarios or adjustments: Support@hypercore.ai