When reviewing a loan, it's common to need quick access to related information—like a borrower's contact card or a supporting document. Instead of navigating away and losing your place, you can now open these links in a new tab using a simple shortcut..
The Shortcut
Windows: Hold Ctrl and click any link.
macOS: Hold ⌘ (Command) and click any link.
Your selection pops open in a brand‑new browser tab, leaving your original loan view exactly where you left it.
Why This Matters
Zero Context Switching – Stay immersed in the loan you’re working on.
Faster Reviews – Compare multiple contacts or documents side‑by‑side.
Seamless Navigation – No more back‑button loops or accidental page refreshes.
Everyday Examples
Task | Old Way | New Way |
Verify an investor’s email while viewing the loan | Click contact → new page → back | Ctrl/Cmd + Click the contact; info opens in a tab while the loan stays put |
Cross‑check two appraisal documents | Open doc A → back → open doc B | Ctrl/Cmd + Click both docs; review them in parallel |
Pro Tip
If you’re doing a deep dive, try opening several links in separate tabs. That way, you can review multiple documents or contacts without jumping back and forth between views.