Lender filters

Settings > Lender > Filters

What are they used for?

Lender Filters are used to increase your efficiencies with the lenders. They stop you sending applicants to a particular lender that they have advised fall outside their criteria. This saves them time and money in not doing a credit search. This also speeds up the process for you to get a response from a lender that may write the business. 

There are two types of Filters:

1. "Basic"
   • Filters against the information that the customer has input i.e.
     • Age
     • Income
     • Employment type
     • Etc
2. "Integrated"
   • Equifax soft search results i.e.
     • RN Credit Score >X
     • Not in a Debt Management Plan
     • No more than 1 CCJ's in the last Year
     • Etc

An application must pass each of the conditions set out for it to be sent to a lender.

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