Lender: Favorties

Lender Favorites lets you quickly save, organize, filter, and add notes to your top lenders. Key features include:

• Bulk actions for organizing multiple lenders at once
• Custom Favorites Lists for better segmentation
• Quick filtering by list
• Note section for individual distinction within lists

How to Favorite a Lender 

Navigate to the Mortgage dropdown and click on Lenders. Identify the Lender using the column filters or the sidebar based on your specific criteria, then click on their name to be taken to their profile. 

To Add a Lender to your Favorites, click the unfilled star. 


This will bring up a modal allowing you to add notes and select or create a Favorites list. 
 

Once you selected or created the list and added the appropriate notes, click "Add Favorite." 

Viewing Your Favorites 

In your sidebar navigation, click on Lenders to return to the main search page, then on Favorites above the search bar. 



Once in the Favorites tab, use the checkboxes in the left-hand column to select one or more lenders. From there, the action bar at the bottom of the page allows you to organize selected lenders into lists, add notes, remove them from a specific list, or remove them from your favorites entirely.


 

To Remove Lenders from a 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. 

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

Adding Notes 

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



To add or modify notes across multiple records at once, select the relevant lenders 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 a lender record in Notes on this page is for organizational purposes only and does not transfer with the record on export or push to CRM.

 Lender Favorites gives you access to the lenders that matter most to your business. By combining one-click saves, bulk organization, and custom list segmentation with quick filtering and notes, you can move from search to action faster than ever. Spend less time hunting for contacts and more time building relationships that drive results.