Skip to main content

How to Filter Applications & Options

How to filter through the applications in your dashboard queue?dashboard?

To
    filter
  1. Filterapplicaitons Byto Queuefind
      what
    1. Myyou Applications,are COMPLETE,looking DOCS_SIGNED,for, Finaltwo Submitfilters (Referred)are , incomplete, No Offer (Referred), No Offer No Hit, OFFER GENERATED, OFFER_SELECTED , PAYMENT_SUCCESS

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

Simple
  1. Filter By SearchOptions - You can filter using inputs such as - First Name, Last Name, Contact No , Email, Core Account, Referral , App ID
(see attached)


 

Advanced Filter Options - 

Using the "Filters" button on the main dashboard, advanced filters can be applied and used. Not only can you use these advanced filters, but those searches can be "saved" and reused 

 

Back to top