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Rebecca Kornblum (Unlicensed)

Rebecca Kornblum (Unlicensed)

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Application Fields Filters

Filter

Description

Birthday

Select this to send action items based on the borrower or co-borrower’ birthday.

Branch

  • Use this to filter applications to send action items to by selecting the primary branch of the application.

  • The branches displayed in the dropdown will be the same as the your branch permissions.

Campaign

You can filter applications by selecting the campaign they belong to.

Loan Purpose Type

You can filter applications by selecting the loan purpose type of the loan application.

Primary Agent

You can filter applications by selecting the primary agent you are assigned to.

Status Activity

You can filter applications by selecting the send method and the status/activity the application should belong to.

The Is Negated checkbox at the right of the Application Filters dropdown list can be applied to any of the filter types. Once the box is checked, the action items will be sent to applications other than the ones affected by the filter conditions.