Set default filtering

This subsection provides instructions on how to set filtering for loan application displaying.
To set filter:

  1. Enter a web workplace as described in Log on to Turnkey Lender.

Go to Personal Settings menu item.
The Personal Settings window opens:

The Personal Settings window.

  1. In the Filtering section, click Risk level.

    Note:

    In case of some filters have been applied, button name will contain selected options list.


    Button for filtering loan applications with applied filter options

  2. Click a corresponding button and select a preferred option:


Filtering loan applications.

Note:

Also, applications filter can be set via Investment opportunities.

  1. Click OK to save changes.