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How to use the filters option?

This article describes how to use the Filters option in Loan Servicing.

You can use the filter option to hide loans or lenders based on one or more categories. For example, you may want to use this option to hide paid and inactive loans. Filtering loans or lenders based on selected categories is a good alternative to deleting.

NOTE: Please be aware that filtered (hidden) records are completely ignored by the system for all processing, reporting, and transactions.

To edit the Filters options:

  • Click white cog blue background Options located on the right top of the window. 
  • Select Filter from the drop-down list located below Loan Servicing on left side of the panel.
  • Click either the Loan Filter or Lender Filter tab, based on the type of records you want to filter.
  • Check the blank check box Activate Filter box.
  • Click the Select Categories hyperlink to open the Categories window.
  • From the Categories window, select one or more categories you want to use as filters by checking the blank check box box next to the category name. 
  • You may also create New categories, Delete categories, and Rename categories. Learn more about categories here. 
  • Click OK OK after you've selected or deselected your categories.
  • Click OKOK to save the changes, or CANCEL Cancel to exit without saving.

 

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