Filtering Results

You can filter your results from the Completed Transactions (tab) of the Summary of Results page. If you would like the filters you define to apply to all results, make sure you have selected all results for each page of records to display. As a reminder, the system defaults to 15 records.

Follow the steps to Search and View Results and then these steps to filter your results:

Once on the Summary of Results: Completed Transaction page, click the arrow to the left of the Filter By button. The Filter options display at the top of the Completed Transactions tab with the results listed.
Select one or more of the following filters to narrow your results:

Lender Loan Identifier
Submission Date
Closing Disclosure Type
Submission Status
Primary Borrower Last Name/Legal Entity
Closing Date
General Info (Information)
Data Quality
Eligibility

The tool will search using all the filter categories selected. In other words, the more filters selected, the narrower the results. Refer to the Filter table for descriptions of the filters.

3. Click Apply Filter to apply your selections. See Tips When Selecting and Deselecting Filters for further details.

The Completed Transactions tab will redisplay with the chosen filters that were applied listed below Filter By. The results are displayed below the list of applied filters. In this example, we chose to filter by Primary Borrower Last Name / Legal Entity. The results show ‘12 record(s) found’ (met the filter criteria) of the 164 completed transactions.

The following table provides descriptions of each of the filters when selecting Filter By.

Filter Name	Description
Lender Loan Identifier	The unique identifier assigned to the loan file by the lender.
Submission Date	Use the calendar icon to select a single submission date.
Closing Disclosure Type	Select Model, Alternate, or Split Disclosure. Note: While the Closing Disclosure Type is a valid filter, it is not displayed in the Completed Transactions table.
Submission Status	Select the UCD Requirement status of Satisfied, Satisfied (Without a Closing Disclosure PDF), or Not Satisfied. Note: Submission Status here refers to 'This Submission UCD Requirement Status.
Primary Borrower Last Name/Legal Entity	Enter the Primary Borrower Last Name or Legal Entity.
Closing Date	Use the calendar icon to select a single submission date.
General Info (Information)	Click on one or more checkboxes (Red X, Yellow, or Green check).
Data Quality	Click on one or more checkboxes (Red X, Yellow, or Green check).
Eligibility	Click on one or more checkboxes (Red X, Yellow or Green check).

Tips When Selecting and Deselecting Filters

The following table provides some helpful suggestions when working with filters.

Tips When Selecting/Deselecting Filters
To...	Select or Change the Following...
Remove a specific filter you have chosen	Click the X in any fields where you entered filters to remove a specific filter.
Delete a chosen date	Click in the field and an X will appear. Click on the X to delete the date or click on the calendar icon to select a different date.
Delete a chosen Disclosure type	Click in the Closing Disclosure Type field and click on Select to remove the filter previously chosen.

To access other functionality, refer to the following table:

Click...	To...
Filter By	Apply selected filters to the Completed Transaction(s) tab results.
Clear All	Remove the defined filter(s). The Summary of Results page displays the results with no filters applied.