How to Save a New Loan List

Note
This feature is permission-based. Please reach out to your Customer Success Manager or Implementation Manager to learn more. 

Saving a loan list is very similar to saving a contact list (click HERE to learn more about saving a contact list). This feature allows you to designate a default loan list that you always see when accessing the loan page. 

1. On the left navigation, click Loans.
2. Add filters and columns to your list. 
3. Once satisfied, on the left side of the page, click Save > Save as a new list. 
   • A pop-up box appears. 
4. Input a name for the list. 
5. (Optional) Check the box to make this list your default. 
   • Your default list is the first list you see when navigating to your loans page. 
6. Click Create.