Application fields (see Application fields for more details)
All org applications fields are available to filter the applications based on the lead’s data in the selected field
Birthday
User can select to send action items based on the borrower or co- borrower’ birthday
Branch
User can 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 user’s branch permissions
Campaign
User can filter applications by selecting the campaign they belong to
Loan purpose type
User can filter applications by selecting the loan purpose type of the loan application
Primary agent
User can filter applications by selecting the primary agent they are assigned to
Status activity
User can filter applications by selecting the send method and the status/activity the application should belong to
Is Negated
This check can be applied to any of the above filter types. Once the checkbox is checked, the action items will be sent to applications other than the ones affected the filter conditions