Search | Custom Reports

Search

1. Basic Search

   • Select an option from the "Search For" drop-down menu.

   • Type the corresponding value in the "Enter Search Data" field.

   • Click the gold "Search" button.

   

2. Recent Loan Activity

   • Click on Recent Loan Activity in the Search tab.

   • Enter or select the search criteria:

     • Only loans I created
     • Today, Yesterday or Both
     • New Loans
     • Recently Updated Loans
     • Loans Assigned To Me (As Loan Officer)
     • Loans With a Service Ordered
     • Loan Files Submitted
     • Loans With Documents Added

   • Click the gold "Search" button. Loans that meet the specified criteria will be displayed.

   

   

3. Sort

   
   Sort the loans with the arrows next to the column header.
   

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Custom Reports

Use Custom Reports to collect information regarding your loans or leads. Custom Reports will be displayed in a .csv format. (Note: Custom Reports will not collect data for today's activity.) Click here for details on creating Custom Reports.