Can I change the column layout on the dashboard?

Video Step-by-Step

Written Step-by-Step

Absolutely. The simplest way to reorder the columns is to use the drag-and-drop technique. Grabbing the right edge of the header allows you to adjust the width of a column to your desire. LoanBeam will remember your setup each time you exit, so reopening LoanBeam will present the same layout.

To remove a column from your view:

• On the right side of the Dashboard, click Column Setup. From the list of fields shown, you may add or remove columns to customize your view.