Leverage filters to pinpoint Originators, Real Estate Agents, Companies, or Branches that align with specific metrics or attributes.
Using search filters
Filters allow you to narrow down search results to originators, real estate agents, companies or branches that match a variety of metrics and attributes like volume, loan and transaction types, type of company and more.
1. To apply filters to your search results click "Add Filter"
2. Hover over a filter to view additional options that are available for each filter. In this example, we will be applying the Volume Filter.
🧠 Today, all available filters are using a date range of Trailing 14 months.
3. With the Volume filter, and others, you are able to filter by Greater Than or Less Than or enter a specific range. Using the "Specify a range" field we will type in a minimum number, 14 and our maximum number like "14 to 150". To apply the filter simply click the confirmation message below the range field - "Between $14M and $150M".
🧠 You can also enter a single number and click the "Under" option for Less Than or the "Over" option for Greater Than.
4. Simply repeat this process to add additional filters to your search.