What is the difference between a saved filter and a saved group?
Dear Saving Confusion,
VE Saved Filter: A dynamic set of loans that is created based on a set of queries / filter defined by the user. Saved Filters may be shared with other users at your institutions. Example: All Residential Real Estate Loans greater than 30 days delinquent. The loans found in this saved filter will vary each month, depending on the delinquency status.
VE Saved Group: A fixed set of loans defined by the user. Loans will remain in a saved group until they are removed by the group from a user, or until they are paid- or charged-off.
Even simplier: saving a filter is saving a set of characteristics of a loan while saving a group is saving actual loans that you “group” together because you want to analyze them together.
If you have any questions on how to save s filter or group within Visible Equity’s products, submit a support ticket because our team would be more than happy to walk you through it.