How to find and use lender filters

To find leader filters:

1. Sign into AutoConvert
2. Head to ‘Settings’
3. Select ‘Lender’
4. Go to ‘Filters’ on the lender you want to look at
5. A pop up will appear with all the current filters in place
6. Select 'Add rule' on the bottom left
7. Here you can select between 'Basic' and 'Integrated' filters
8. Select what you need from the drop down menus
9. Select '+'
10. Save changes

What are they used for?

Lender Filters are used to stop you sending applicants to a particular lender that fall outside their criteria.

There are two types of filters to select from:

1. Basic: Filters against the information that the customer has input
   • For example: Age, income and employment type
2. Integrated: Credit bureau specific for lenders
   
   • For example: CCJs and mortgages

An application must pass each of the conditions for it to be sent to a lender.

Once you have added the filter, you will see this in the table under field, operator and value.