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Filters Setup

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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

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.

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