Managing and Using Saved Filters

Note: Saved Filters used to be called Candidate Profiles.

Saved Filters allow you to save your specific search criteria rather than just a static list of results. Unlike creating a list, a Saved Filter allows you to view the exact parameters used to generate your results and enables automated email notifications. This feature helps you stay proactive by alerting you when new data matches your specifications.

Creating a New Saved Filter

1. Navigate to the Loan Officers tab.
2. Select all the filters you would like to apply to your search (e.g., Location, Transaction Volume, Loan Type).
3. Click "Save Filters" located under the three dot next to "Apply" at the bottom of the filters.
4. A pop-up window will appear. Enter a name for your saved filter in the NAME field.
5. If you wish to receive updates, toggle the EMAIL NOTIFICATION switch to On.
6. Click "Save" to complete the process.

Applying a Saved Filter

To run a search using criteria you have previously saved:

1. Click "Saved Filters" in the top left corner of the search page.
2. Locate the specific filter you wish to use from your list.
3. Click the "Apply Filters" button next to the desired filter name.
4. The system will automatically populate the sidebar with the saved criteria and refresh the results.

Understanding Email Notifications

When creating a Saved Filter, turning the EMAIL NOTIFICATION toggle to On allows Modex to send you updates based on your criteria.

You will receive notifications when we update our production data or when new information becomes available on the platform that results in a new match for your filter. Common examples include:

• A Loan Officer creates new production that now meets your transaction volume threshold.
• A company adds a Loan Officer to their team.

Tip: Using Saved Filters with notifications is the best way to remain proactive rather than reactive when scouting for new leads.