Classic - How To: Search Using Multiple Search Criteria

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Step-by-Step Guide

1. Select your search criteria from the Search dropdown menu. Search options include:

   • Last Name

   • Reference ID

   • Campaign

   • Home Phone

   • Email

   • Mobile Phone

   • State

   • Zip

   • LOS Loan Number

   • User

2. Enter your specific search information. For example, if you selected Last Name as your search criteria, enter a last name.

3. Click the magnifying glass to conduct your search.

4. When your search results populate, you can:

   • Click the dropdown arrows in each column to get additional options

   • Add or remove columns in the view by selecting the Columns tab and selecting the checkbox next to the items you would like displayed

   • Add another level of search criteria by clicking a column’s dropdown arrow, selecting Filter, typing in the information, and selecting the checkbox with the matching information
     
     

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