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How to Filter Applications & Options

Effective filtering helps you quickly find the applications you need. SavvyMoney provides powerful filtering options to manage your workflow efficiently.

Filter Panel​

The filter panel is located on the left side or top of the application queue. Access it by clicking the Filter button or funnel icon.

Basic Filters​

FilterDescriptionExample
StatusApplication statusPending, Approved, Declined
ProductLoan or account typeAuto Loan, Personal Loan, Checking
Date RangeApplication date rangeLast 7 days, This month, Custom
Assigned ToAssigned userMe, Unassigned, Specific user
BranchOriginating branchMain Branch, Online

Advanced Filters​

FilterDescriptionExample
Amount RangeLoan amount range$5,000 - $25,000
Credit ScoreApplicant credit score range680 - 750
DecisionUnderwriting decisionAuto-approved, Manual review
StipulationsStipulation statusHas outstanding, All complete
SourceApplication sourceOnline, Branch, Partner

Using Filters​

Single Filter​

To apply a single filter:

  1. Click the Filter button
  2. Select the filter category (e.g., Status)
  3. Choose the value (e.g., Pending)
  4. Click Apply

Multiple Filters​

Combine filters for precise results:

  1. Apply the first filter
  2. Click Add Filter or +
  3. Select additional filter criteria
  4. Filters combine with AND logic
Filter Logic

Multiple filters use AND logic by default. For example:

  • Status = "Pending" AND Product = "Auto Loan"
  • Shows only pending auto loan applications

Date Range Filters​

Filter by date with preset or custom ranges:

Preset Options:

  • Today
  • Yesterday
  • Last 7 days
  • Last 30 days
  • This month
  • Last month
  • This quarter
  • This year

Custom Range:

  1. Select "Custom Range"
  2. Pick start date
  3. Pick end date
  4. Click Apply

Search Options​

The search bar at the top allows instant searching:

┌────────────────────────────────────────────────────┐
│ 🔍 Search by name, app ID, SSN, phone...          │
└────────────────────────────────────────────────────┘

Searchable Fields:

  • Application ID
  • Applicant first/last name
  • Social Security Number (last 4)
  • Phone number
  • Email address
  • Employer name

Access advanced search for more options:

  1. Click Advanced Search next to the search bar
  2. Fill in specific field criteria
  3. Click Search
FieldFormatExample
App IDAlphanumericAPP-2024-001234
SSNLast 4 digits1234
Phone10 digits5551234567
AmountRange10000-50000
DateMM/DD/YYYY01/15/2024

Saving Filter Presets​

Save frequently used filter combinations:

Create a Preset​

  1. Apply your desired filters
  2. Click Save Filter or the bookmark icon
  3. Enter a name for the preset
  4. Click Save

Use a Preset​

  1. Click Saved Filters dropdown
  2. Select your preset
  3. Filters apply automatically

Manage Presets​

  • Edit - Modify saved filter criteria
  • Rename - Change preset name
  • Delete - Remove unused presets
  • Share - Share presets with team (if enabled)

Column Sorting​

Sort the application queue by clicking column headers:

ClickResult
Single clickSort ascending (A-Z, oldest first)
Double clickSort descending (Z-A, newest first)
Third clickRemove sort

Multi-Column Sort​

Hold Shift and click additional columns to sort by multiple criteria:

Primary sort: Status (ascending)
Secondary sort: Date (descending)

Export Filtered Results​

Export your filtered application list:

  1. Apply desired filters
  2. Click Export button
  3. Choose format:
    • CSV - Spreadsheet compatible
    • Excel - Microsoft Excel format
    • PDF - Print-ready document
  4. Select columns to include
  5. Click Download
Export Limits

Large exports may take time to process. Consider narrowing filters for faster exports.

Filter Best Practices​

Daily Workflow​

Create saved filters for common daily tasks:

Preset NameFiltersUse Case
My PendingAssigned=Me, Status=PendingYour work queue
Needs DocsStipulations=OutstandingFollow up on documents
Ready to FundStatus=Approved, Docs=CompleteProcess funding
Today's AppsDate=TodayNew applications

Team Management​

Managers can use filters to monitor team performance:

  • Unassigned - Applications needing assignment
  • By User - Individual team member queues
  • Aging - Applications over X days old
  • Escalated - Applications needing attention

Troubleshooting Filters​

No Results Found​

If filters return no results:

  1. Check for conflicting filters
  2. Expand date range
  3. Verify filter values are correct
  4. Clear all filters and start over

Filters Not Saving​

If filter presets don't save:

  1. Ensure you have permission to save filters
  2. Check browser cookies are enabled
  3. Try logging out and back in
  4. Contact administrator if issue persists

Slow Filter Performance​

If filtering is slow:

  1. Reduce date range
  2. Use fewer simultaneous filters
  3. Clear browser cache
  4. Check network connection

For deposit-specific filtering, see Deposit Dashboard.

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