Set default filtering
This subsection provides instructions on how to set filtering for loan application displaying.
To set filter:
- 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.
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- Click a corresponding button and select a preferred option:
Filtering loan applications.
Note: | Also, applications filter can be set via Investment opportunities. |
- Click OK to save changes.