Overview
You can filter your loan pool in two ways: by manually selecting individual loans (using our blacklisting & whitelisting features); and/or by running validation rules and then removing loans that failed the applied validation rules.
Important Notes
- Saving a filtered loan tape will override the original file. You can revert these changes, clear all pills in the Pool Filters menu, then save your tape.
- All applied filters will appear in the Pool Filters bar; you can view the corresponding loans by clicking each filter pill to open a drawer.
- Blacklisted loans will always be excluded from the pool. Whitelisted loans will always be included.
Blacklisting: Manually Remove Loans from Your Pool
When loans are manually selected and removed, they will become “blacklisted” loans; you can view this list by clicking the Blacklisted Loans pill that appears in the Pool Filters bar, which will open a drawer.
Manually Add Blacklisted Loans Back Into Your Pool
To add blacklisted loans back into the list of Loans in New Pool, make your selections within the drawer, then click Add Back to New Pool.
Using Validation Rules to Remove Loans
Run a validation rule to remove all failing loans in one click; these loans will appear in the Pool Filters bar under the Removed All Failing Loans filter.
If there are specific loans you’d like to add back into your pool, simply click the filter pill to open the list, then make your selections. Loans that have been re-added from a Failing Loans filter will appear in the Pool Filters bar in the Whitelisted Loans filter pill.
Viewing Removed Loans
To view all loans that have been removed from the pool regardless of method, switch the secondary toggle bar from Loans in New Pool to Removed Loans. Use the checkboxes to manually move loans between the two lists.
Revert All Changes to Your Loan Pool
To revert these changes, clear all pills in the Pool Filters menu, then save your tape.