Steps to Filtering Applicants for Compliance Progress:
1. Click on Applicants
2. Click on Filters
3. Click on Applicant Stage
4. Click on Prospect
5. Click All
6. Click the back arrow
7. Click on Steps
8. Click on the compliance step(s) that you would like to filter for (e.g., Background Check, VOE, etc.)
9. Filter for the progress status you're looking to evaluate (e.g., Not Started or In Progress for incomplete compliance processes)
View an example of applied filters here!
10. To save your filters as a view, click the two arrows at the top of the page
11. Click on Add View
12. Enter a name for the view
13. Click on Save view
14. Return to your saved view to quickly view compliance process progress
15. To export the results, click on Actions
16. Click on Download CSV
Need help?
Contact [email protected] or use in our in-app support messenger for assistance!