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Classic - Filters Setup

Classic - Filters Setup

Owned by Rebecca Kornblum
May 03, 2024
2 min read

All organization applications fields are available to filter the applications based on the lead’s data in the selected field. (See the Application Fields article for details.)


 

Application Fields Filters

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 your branch permissions.

Campaign

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

Custom Filters

You can use this filter to send action items based on custom filters. This will give you incredible flexibility to choose very specific marketing segments to target for your communications.

For more information, see the Custom Filters article.

Loan Purpose Type

Loan purpose type filters check against FirstLoanPurposeTypeProposed or FirstLoanPurposeTypeCurrent under these conditions:

  • If the user selects ALL, then the application will be included regardless of what an application has for FirstLoanPurposeTypeProposed or FirstLoanPurposeTypeCurrent.

  • If the user selects BLANK, then the application’s FirstLoanPurposeTypeProposed and FirstLoanPurposeTypeCurrent will need to be empty.

  • If the user selects a collection of LoanPurposeTypes and the evaluated application has a value for FirstLoanPurposeTypeProposed, then the matching is between the FirstLoanPurposeTypeProposed and the selected collection. FirstLoanPurposeTypeCurrent will not be considered since FirstLoanPurposeTypeProposed is set.

  • In the case where FirstLoanPurposeTypeProposed was not set, the FirstLoanPurposeTypeCurrent would be used for matching.

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.

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