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How to Add Loan Request Type Filters to Workflows

  1. Within the workflow, hover your mouse over the connecting lines from the team route to your LOs.
  2. Click the plus sign (+) that appears.
  3. Under Suggested Actions, click Loan Request Type.
    • You cannot choose lead volume settings unless you are adding a filter directly to an LO.
  4. Choose your comparison setting then input the value. 
    • Note: Copy and paste directly from the sample lead information when inputting the value. The value that you input is an exact match. 
  5. Click Save to complete the filter.

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