The grouping option lets you search for loans that are in specific groups including portfolio, source company, checklist item, and flooring customer.  Most of these options can be selected from a drop-down list.  To restrict by checklist item, however, click  .

You can now select which checklist items you want to include or exclude from your search.  If you want loans with an item that has been checked, click the Have checkbox for that checklist item.  If you specifically want loans with a checklist item not checked, click the Doesn't have checkbox for that item.

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