--- title: "Application tabs: Borrower Info, Property Info, Income, Assets, REO" description: "The LendingWise application tabs on a loan file: Borrower Info, Property Info, Personal Income and Expense, Assets and Liabilities, and SREO." --- [Skip to content](https://help.lendingwise.com/knowledge/borrower-info-tab#main-content) English Show submenu for translations [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://help.lendingwise.com/tickets-view?hsLang=en) ![owl-Logo-1.png\]](https://help.lendingwise.com/hs-fs/hubfs/owl-Logo-1.png?width=43&height=46&name=owl-Logo-1.png) - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) Open main navigation Close main navigation - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) - English Show submenu for translations - [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new) - [Customer portal](https://help.lendingwise.com/tickets-view) - Go to lendingwise.com Go to lendingwise.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [LendingWise - Help Center](https://help.lendingwise.com/knowledge?hsLang=en) 2. [Using The Platform](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en) 3. [Inside a loan file](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#inside-a-loan-file) # Application tabs: Borrower Info, Property Info, Income, Assets, REO ## Borrower Info, Property Info, income, assets and the schedule of real estate on a loan file. The APPLICATION group in the menu on the left of a loan file holds the borrower's details: Borrower Info, Property Info, Personal Inc & Exp and Assets & Liabilities. This article covers each one. ### Borrower Info Borrower Info holds everything about the borrower, co-borrower, entities and related details. It pulls together the borrower sections of the Quick App and the Full App. ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1629298606846-i10.png) - **Turn the tab off:** if the Quick App or Full App already gives you everything you need, you can hide Borrower Info in Settings \> Platform Settings \> File Tab Display Order. - **Back office only fields:** in Settings \> Platform Settings \> Form Fields, the OTHER TABS / BACK OFFICE box under DISPLAY controls whether a field shows here, separately from the Quick App and Full App boxes. Use it to keep some fields for your staff only. ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1629298650168-NlE.png) **Good to know:** - The borrower's email here is read-only. Use the Update Email pencil to change it. - One borrower profile can be shared by several files, so a change here can affect them all. - Lock Loan File never locks Borrower Info. ### Property Info Open the loan file and, under APPLICATION, click **Property Info**. It holds all the property details: cross-collateralized properties, valuations, HOA, title, escrow, insurance, seller info and property pictures. ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1633719536042-T0I.png) Choose which fields show in Settings \> Platform Settings \> Form Fields. ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1633451432907-QMA.png) To add several properties at once, use the **Click to Import Properties** icon next to Add New Property (Excel upload). ![](https://help.lendingwise.com/hs-fs/hubfs/image-png-Jun-20-2025-01-36-16-9472-PM.png?width=1673&height=293&name=image-png-Jun-20-2025-01-36-16-9472-PM.png) ### Assets & Liabilities Open the loan file and, under APPLICATION, click **Assets & Liabilities**. It keeps the client's financial picture in one place: ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1633470983768-f2Q.png) 1. **Assets:** all asset information, by category. 2. **Schedule of Real Estate Owned and Sold:** the borrower's real estate schedules. 3. **Financial accounts:** bank accounts, investment portfolios and other accounts. 4. **Creditor and liability details.** ### Personal Income & Expense This tab tracks the borrower's and co-borrower's personal income and expenses, and shows Total Joint Household Expenses, Disposable Income (Net) and the **Current DTI** (debt-to-income ratio), which helps you judge whether they can handle the payments. It's a tab on the loan file, not on the borrower profile. 1. Go to Loan Origination \> Pipeline - Main. ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1633527818131-g0Y.png) 2. Open the loan file. ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1633527389416-y2U.png) 3. In the menu on the left, under APPLICATION, click **Personal Inc & Exp**. ### Schedule of Real Estate Owned and Sold (SREO) You can collect the borrower's SREO on the Quick App and Full App webforms. It shows on the application and can also fill a separate auto-generated document from the Doc Library. 1. Go to Settings \> Platform Settings \> Form Fields and type "Schedule of Real Estate" in the Section filter. 2. Tick DISPLAY for Full App, Quick App or Other Tabs / Back Office on the fields you want. 3. Click that section's Save. ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Mar-13-2026-07-35-14-3963-PM.png?width=670&height=266&name=undefined-Mar-13-2026-07-35-14-3963-PM.png) These auto-generated documents use the SREO data (Settings \> Platform Settings \> Doc Library \> Auto-Generated Docs \> Borrower folder): - Schedule of Real Estate Owned - Schedule of Real Estate Owned & Sold - Schedule of Real Estate Sold ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Mar-13-2026-07-59-36-4393-PM.png?width=670&height=307&name=undefined-Mar-13-2026-07-59-36-4393-PM.png) On the loan file, click any of them to preview it. Tick the boxes next to the documents you want to include in an email. ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Mar-13-2026-08-49-28-0146-PM.png?width=670&height=587&name=undefined-Mar-13-2026-08-49-28-0146-PM.png) ### Driver's license field The driver's license field checks the entry against the borrower's state format when the field is set as MANDATORY. ![](https://help.lendingwise.com/hubfs/image-png-Sep-27-2023-02-10-19-9782-AM.png) ![](https://help.lendingwise.com/hubfs/image-png-Sep-27-2023-02-10-00-1504-AM.png) To turn the check off, untick MANDATORY for the field in Settings \> Platform Settings \> Form Fields. In the back office, MANDATORY only turns a field peach; users can still save with it empty. ### Cross-collateralized loans Property Info can hold more than one property, with one flagged as the main property. If the loan is cross-collateralized, answer "Is this loan being cross collateralized?" (Additional Loan Settings section) and enter "How many properties are collateralized? (including subj property)". If you don't see these questions, turn them on in Settings \> Platform Settings \> Form Fields. Questions? 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