Loan Officer: Favorites

Loan Officer Favorites lets you quickly save, organize, filter, and add notes to your top LOs.

Key features include:

• One-click favoriting directly from search results
• Bulk actions for organizing multiple LOs at once
• Custom Favorites Lists for better segmentation
• Quick filtering by list
• Note section for individual distinction within lists

How to Favorite a Loan Officer

You’ll now see a star icon next to each Loan Officer’s name.

Unfilled Star = Not favorited 
Filled Star = Already in your favorites
 

To Add a Loan Officer to your favorites:

Click the unfilled star The star fills automatically Navigate to the Favorites tab at the top to view them.

Viewing Your Favorites

Creating and Using Favorites Lists

Favorites Lists let you group LOs for easier access later.

To Add LOs to a List

1. Select one or more favorited LOs 
2. Click Add to Favorites List 

From here you can:

• Select an existing list

• Create a new list (at the bottom)

Example:

You might create a list called:

“High-Producing LOs”

“Unicorn Producers”

“Top Refi Partners”

Click Add Favorites, and they’re organized instantly.

You’ll now see a Lists column.

Each LO will display a small tag showing which list(s) they belong to.

This means:

• You can see if someone is on multiple lists

• You can quickly identify segmentation

• You avoid duplicate mental tracking

To Remove LOs from List while keeping them in your Favorites

Click the (x) icon next to the list name to remove them from one or multiple lists. 

Filtering by Favorites List

In the top-right corner of the Favorites page, you’ll see Favorites Lists.

If you haven’t created any lists, you’ll see: All

Once you create lists, you’ll see a list of all your created Favorite Lists and the All option. Clicking a list name applies a filter that shows only those LOs. Use the red trashcan icon to delete. 

This gives you:

• Fast segmentation

• Easy targeting

• Clean filtering without rebuilding searches

Adding Notes 

Notes can be added to individual loan officers or applied in bulk across a selected group. To add a note to a single LO, click the pencil icon in the Notes column on their row. 
 

To add or modify notes across multiple records at once, select the relevant LOs using the checkboxes in the left-hand column and choose Modify Notes from the action bar at the bottom. 




The modal that appears allows you to apply a single note to the entire selection or remove a note from all selected records simultaneously.

 

Note: Information added to an LO record in Notes on this page is for organizational purposes only and does not transfer with the record on export or push to CRM.