How to Filter Applications

Effective filtering helps you quickly find the applications you need. The Lending & Deposit tool offers powerful filtering options on the dashboard to streamline your workflow.

Basic Filtering

For both Lending and Deposits screens, you can filter to narrow down applications displayed using the simplified criteria above, selecting what you'd like to search by, which contain the following options:

• Last Name

• First Name

• Contact No.

• Email

• Underwriting Application # (if Lending is toggled)

• Core Account# (if Deposit is toggled)

• Referral #

• App ID

• SSN

• Lead#

• Business Name

To the right of the drop down, enter in the second value before hitting search.

Advanced Filtering

For more in-depth filtering, select the Filters button.

• Choose from prevously saved filters

• Applications - Choose from "My Applications" or "Branch Applications"

  • My Applications: Refers to applications create by you in the back-office or assigned to you

  • Branch Applications: Refers to applications with a branch assigned to it

    • Subfilter for Branch Name with the drop down

• Channel - Choose from:

  • All

  • Web

  • API

  • Back Office

  • Phone

  • Branch

  • Teller

  • Dealer

• Employee - Select to view applications assigned to a specific employee by email

• Product - Select specific products that are configured for your institution

• Application Status - Specify applications under a specific status (e.g. ACH Details collected, Approved, Documents Requested, etc.)

• Number of Prior Days - Enter how many days worth of applications before today you want to display

• Save a specific search criteria to easily use in the future

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For deposit-specific filtering, see Deposit Dashboard.