The general tab of a loan contains core information about your loan, i.e. Terms, Payments, Pre-Authorized Debit, Closing Agent and Spread Allocation.
Once you enter into a Loan, the general tab is selected by default. To navigate back to it after selecting another tab, click on General, located under the Loan name and header information.
The fields within each section included under the General tab are customizable, allowing you to add additional information that may be relevant to your loans but not included as standard fields within our system.
You can read more about how to customize fields across all loan products in the Customizing Loan Products article here.
To customize the fields within a single loan, see the customizing individual loans article here.