Search for Loans
It’s very important to have the ability to effectively search for and find the loans you need. You should be able to search for loans using a single search parameter, or many search parameters in combination in order to find useful groups of loans. LoanPro gives many search options, including saved searches, to make finding groups of loans easy and useful.
To search for loans, navigate to Loans > Loan Manager inside your company account. The available search options can be found to the left of the list of your loans. To find a specific loan or group of specific loans, you can search using id=1,2,3,4 syntax. All loan numbers should be separated by commas. This search will only search the loan ID that was assigned by LoanPro. You have the following options to aid in your search:
Enter any keyword or combination of keywords that you want included in your search. Use the keyword options to make sure the keyword search functions in the way you expect.
- Match Type – Lets you choose between a full match of the keyword(s) you entered (whole words), or a partial match (partial words).
- Match Operator – Lets you select whether your keyword search should match all of the words (select And), or any of the words (select Or) you enter in the Keyword to search field.
The status drop-down gives the option to search only by a specific loan status or sub status. If you want to search by more than one status or sub status, choose the first status or sub status, then click the plus button to add another status or sub status.
To search by portfolio, you can choose one of three options:
- Any – This will return any loans regardless of portfolio associations.
- Select Portfolios(s) – This will let you select portfolios to include and the search will return only loans that are associated with those portfolios.
- Unassociated – This will only return loans that are not associated to a portfolio.
If you choose “Select Portfolios(s)”, you can click Add Portfolio to add portfolios to the list of portfolios for your search.
Use the drop-down to select a portfolio and then click . You can repeat this process as many times as you like.
By default, the search will display loans associated with any source company. Use the search in this section to find source companies. Each time you add a source company to the list, the search will return results that include loans associated with any of the source companies you’ve included. Click the X to the right of any source company listing to remove loans associated with that company from your search results.
To search by checklist item, 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” box for that checklist item. If you specifically want loans when an item is not checked, check the box for “Doesn’t Have” for that item. When you have made your selections, click to update your search results.
This option lets you search for loans associated to a specific flooring customer. Select the flooring customer for which you want to view associated loans from the drop-down.
The bracket search makes it possible to search for loans that have attributes that fall into a specific numerical range. Brackets include:
- Loan Aging
- Days Past Due
- Amount Past Due
- Human Activity
- Loan Recency
- Principal Balance
- Original Loan Amount
- Delinquency Buckets
Each drop-down contains a list of numeric ranges for each bracket type. These ranges are customizable and can be customized on the Settings > Company > Brackets tab. You can also enter custom values for any of the bracket types by clicking Custom to the bottom right of each bracket drop-down and entering values in the fields provided.
The settings section of the search lets you search by loans with specific settings. You can use the drop-down menus here to narrow your loans by:
- Activated Status
- Agent User
- Loan Type
- Calculation Type
- Loan Category
- Archived Status
- Pending Autopay
- Account Setup
To narrow your search in one or more of these ways, make a selection from the applicable drop-down(s).
The activity filters let you narrow down loans by specific loan activity including:
- Primary Customer SMS Verified
- Secondary Customer SMS Verified
- Created Date
- Next Due Date
- Closed Date
- Repossession Date
- Liquidation Date
- Follow Up Date
- Last Payment Date
To narrow by one or more activity filter, make a selection from the appropriate drop-down(s).
Finally, you can filter loans by stoplight and loan flags. To filter by stoplight, simply click one or more stoplight. To filter by a flag, choose a flag from the “Flags” drop-down menu.
Each time you select a flag it will be added to the list of flags. The search will return loans that qualify for all of the flags you choose.
In LoanPro, you can save searches so that you don’t have to select all your search parameters each time. To save a search, just select all your parameters and then clickand choose “Save This Search” from the drop-down menu. Once the search is saved, it will appear in the list of saved searches at the bottom of the drop-down menu. You also have the option to set your search as the clear search. If you choose “Set As Clear Search”, you will be setting your chosen parameters as the default search parameters. That means that when you reset the search to the default parameters by clicking the search will default to these parameters. If you select "Manage searches", you have the ability to delete saved searches as well.
If you want to reset the search to the LoanPro defaults, choose “Reset To Defaults” from the drop-down next to the clear-search button.