You can access the search bar and filter function on the Applications page within the merchant portal. These functions allow you to quickly locate applications based on borrower information or purchase details.
Key Use Cases
Finding specific applications: Quickly locate applications based on borrower information or purchase details.
Resolving payment issues: Easily find applications associated with outstanding payments.
Following up on leads: Track the progress of prequalification applications and follow up with potential borrowers.
Managing your portfolio: Efficiently review and manage your loan portfolio.
Note: While the search function is a valuable tool, it's important to understand that it cannot be used simultaneously with the filter function. To use the search function, please clear any existing filters before entering your search criteria.
Frequently Asked Questions
What is the difference between the search and filter function?
Search allows you to find specific applications based on borrower criteria, while filter narrows down applications based on loan status, date range and who the application was sent by.
- Search: borrower name, email, phone and purchase ID
- Filter: loan status, date range, sent by
Can I search and filter at the same time?
No, when the search function is used, any existing filters will be cleared.
What happens if I search for a borrower who has multiple applications?
The search results will display all applications associated with the specified borrower.
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