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How to Filter Applications & Options

How to filter through the applications in your dashboard queue?

  1. Filter By Queue
    1. My Applications, COMPLETE, DOCS_SIGNED, Final Submit (Referred) , incomplete, No Offer (Referred), No Offer No Hit, OFFER GENERATED, OFFER_SELECTED , PAYMENT_SUCCESS

  1. Final Submit 
  2. Final Submit(Referred) - Any application with status (Referred) is not an auto approved app, and will require a decision on CreditSnap (if CS LOS) or on your LOS (if external LOS).

  1. Filter By Search - You can filter using inputs such as - First Name, Last Name, Contact No , Email, Core Account, Referral , App ID

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