List Filtering

The User Lists filter lets you narrow your search results based on records you have already saved to a list. You can filter to show only records within selected lists, or exclude records from selected lists entirely. This article covers how to use list-based filtering in the main search sidebar and how to sort and manage records within an open list.

Using the User Lists Filter

The User Lists filter is available in the filter sidebar on the Loan Officers, Branches, Companies, Real Estate Agents, and Lender Beneficiaries search pages.

1. Navigate to a record type using the top navigation menu and click Filters.
2. In the filter sidebar, scroll to the User Lists section and click it to expand the panel.
3. Click Select Lists to open the list picker modal.
4. Search or scroll to find your lists. Click a list to select it. You can select multiple lists at once.
5. Click Select to apply your selection and close the modal. The button label will update to Select Lists (N Selected) showing how many lists are active.
6. Choose how to apply the filter:
   • Within Selected — returns only records that appear in the selected lists (default).
   • Exclude Selected — returns records that do not appear in any of the selected lists.
7. Click Apply at the bottom of the sidebar to run your search.

Note: If the combined total of items across all selected lists exceeds 50,000, a warning will appear and only the first 50,000 items will affect your search results.

Searching Within the List Picker

The list picker modal includes a Search field to quickly find a specific list by name. Click the dropdown arrow next to the search field to access additional filter options:

• With Archived — includes archived lists in the results.
• Only Archived — shows archived lists only.
• Only Synced — shows synced lists only.

To clear your selections without closing the modal, click Clear. To close without making changes, click Cancel.

Sorting Records Within a List

When viewing an open list, you can sort and page through its members using the controls in the top bar.

1. Open a list by navigating to a record type, clicking the top navigation menu, and selecting Lists, then clicking the list name.
2. Use the Sort By dropdown to choose a sort field. Available options vary by record type:
   • Loan Officers / Real Estate Agents: Added, First Name, Last Name
   • Branches / Companies / Lender Beneficiaries: Added, Name
3. Click the sort direction toggle to switch between ascending and descending order.
4. Use the Per Page dropdown to control how many records appear per page (options range from 25 to 250 depending on record type).

Selecting and Acting on Records in a List

On Loan Officers, Branches, and Real Estate Agents list views, you can select multiple records and take bulk actions.

1. Click the selection toggle button in the top bar to enter selection mode.
2. Check individual records, or use Select Page to select all records on the current page.
3. Use the action toolbar that appears to:
   • Add selected records to another list using Add To List.
   • Remove selected records from the current list using Remove from List.
   • Clear your selection using Clear Selection.

Note: Loan Officer lists also show Unlock Contacts and Request Contact Data buttons in the selection toolbar when contact features are enabled for your account.

For more information on creating and managing lists, see Lists and Creating and Adding to Lists.