Create and Save Transaction Filters
Creating and saving commonly used transaction filters can save time and streamline your team’s processes. Filters help with repeatable tasks, re-targeting, check-ins, and pipeline reporting. In this guide, we’ll show you how to create basic transaction filters and save them for future use.
If you'd like more detailed information on filtering, here are some additional resources:
To begin, go to the Transactions page by clicking 'Transactions' in the left menu group.
Follow along, or skip to any section of this article:
- Create and Save a New Filter
- Apply a Saved Filter
- Managing Saved Filters
Create and Save a New Filter
Go to the Transactions Page
Click Transactions in the left-hand menu.
Access Filters
In the table view, you’ll see two buttons at the top:
Filters → create, apply, and save new filters
Saved Filters → access filters you’ve already saved
Add Filter Criteria
Click Filters, then + Add Filter Criteria.
Example: Let’s filter for:
Status = Loan Finalized
Property State = FL - Florida
Apply or Save
Choose Apply to see the results right away.
Or choose Save Filter to name and save it for future use.
Tip: Use a clear name so you’ll recognize it later.
View Results
After saving, click Apply to see your filtered transactions.
Go to the Transactions Page
Click Transactions in the left-hand menu.
Access Filters
In the table view, you’ll see two buttons at the top:
Filters → create, apply, and save new filters
Saved Filters → access filters you’ve already saved
Add Filter Criteria
Click Filters, then + Add Filter Criteria.
Example: Let’s filter for:
Status = Loan Finalized
Property State = FL - Florida
Apply or Save
Choose Apply to see the results right away.
Or choose Save Filter to name and save it for future use.
Tip: Use a clear name so you’ll recognize it later.
View Results
After saving, click Apply to see your filtered transactions.
Apply a Saved Filter
Click Saved Filters to see your list of saved options.
Select the filter you want. You’ll see the filter’s name and a quick preview of its criteria.
Example: A filter named UW - Wyoming with criteria:
Status = Loan Finalized
State = WY - Wyoming
You can always adjust filters by clicking Filters — changes won’t affect the saved version.
To clear everything, click Clear All.
Click Saved Filters to see your list of saved options.
Select the filter you want. You’ll see the filter’s name and a quick preview of its criteria.
Example: A filter named UW - Wyoming with criteria:
Status = Loan Finalized
State = WY - Wyoming
You can always adjust filters by clicking Filters — changes won’t affect the saved version.
To clear everything, click Clear All.
Manage Saved Filters
Over time, you may want to clean up filters you no longer use.
Go to Saved Filters → Manage Saved Filters.
A slide-out will appear where you can:
Delete a filter (trashcan icon)
Load a filter (Load button)
🚨 Once the filter name is saved, it cannot be changed. Be sure to choose a name you'll be comfortable with long-term.
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