Creating a Custom Filter

 
Custom filters allow you to color code your leads. You create the name and select a color for you filter to later assign to your leads. Using this feature you can easily track consumers as you move them through the loan process.
 
1. Go to CRM > Settings /Tools > Custom Filters
2. Enter your desired title in the Custom Filter Name box. 
3. Select the color you would like associated with this filter
4. Check the Client Level box 
5. Click on Add Filter.
 
 
 
 
 
 
This article is provided for informational purposes only and is subject to change without notice. It's not intended to include every feature or service that LoanTek provides. Visit the LoanTek Support Page for more information.
 

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