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How to access SmartViews

This article discusses how to view Insurance Tracking within Smartviews

SmartViews are one of the best ways to target certain groups of loans, and with our Insurance Tracking related SmartViews, you'll have some additional tools at your disposal


  • Select Loan SmartViews in the panel on the left under Loans.

Field:

Description:

Insurance Tracking Active

This Smartview is targeting those loans that do have this option available.

Insurance Tracking Disabled

Similarly, this new SmartView will group those Loans that do not have the Miniter tracking enabled.

 

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