How to view my Notes
How to view my Notes
This page lists all Notes you have invested in, giving you a full view of your investment portfolio.
On this page you can:
- Get details on each Note by looking at the information provided
- Find specific Notes by filtering the list or sorting by any of the columns shown
- Organize your Notes into portfolio views that make sense to you
Get details on each Note
For each Note and its corresponding loan the following information is listed: loan ID, portfolio, loan title, investment, interest rate, outstanding principal, payments received, when the next payment is expected to come in, and loan status.
The status of each loan is also shown:
In Review: Loan requests that are pending a final review by our Credit Department to ensure the applications are in good standing before they are issued.
Expired: Loan requests that did not receive full funding and were not issued.
Removed: Loans that were removed from active listings based on credit decisions, inability to verify identity of the borrower, or based on content policies
In Funding: Loan requests that are listed on the site and receiving funding.
Issued: New loans that have passed all Lending Club reviews, received full funding, and have been issued.
Current: Loans that are being repaid in a timely fashion including loans within the 15-day grace period.
Late (16-30): Loans having at least one payment that is more than 15 days past due.
Late (31-120): Loans having at least one payment that is between 31 and 120 days past due.
Fully paid: Loans that have been fully repaid, either at the expiration of their 3-year term or as a result of a prepayment.
Default: Loans having at least one payment that is more than 121 days late.
Partially Funded: Loans that did not receive full funding and are pending partial funding acceptance by the borrower
Find specific Notes
You can filter this list to create specific views as well as sort information using any column shown. To resize columns, click and drag their dividers.
To customize your view, provide any criteria you want to filter by, using one or several of the available drop downs: status, grade, portfolio name, and order number.
Organize your Notes
You can group Notes into portfolio views.
To group Notes in a portfolio, simply select some Notes, click Assign Notes to... then select the name of any existing portfolio. Alternatively, you can create a new portfolio and assign Notes to it.
Notes already in a portfolio can be reassigned to another portfolio using the same process. However, any given Note can only be assigned to one portfolio at any given time.
To remove Notes from a portfolio, select the Notes and click on Assign Notes to..., then select the Remove From Portfolio option.