Setting up a Quick List for Appraisals to chase

This article explains how to create and save quick lists in Loop for efficiently managing and chasing appraisal follow-ups.

Steps:

1. Navigate to Appraisals:
   • In the left-hand navigation bar of Loop, click on "Appraisals."
2. Filter Appraisals:
   • Along the top of the appraisals page, locate and select the following options:
     • "Post Appointment"
     • "Awaiting Outcome"
   • Note: You can untoggle (deselect) any other filter options that may be active.
3. Save the Quick List:
   • Click the button labeled "Save this quick list."
4. Name the Quick List:
   • Enter a descriptive name for the quick list (e.g., "Appraisals to Chase," "Outcome Pending").
5. Save the List:
   • Click "Save."
6. Accessing the Quick List:
   • The saved quick list will now appear as an option along the top of the appraisals page.
   • Clicking on the quick list name will automatically apply the saved filter settings, displaying the appraisals that require follow-up.

Benefits:

• Saves time by eliminating the need to reapply filters each time.
• Provides a quick and easy way to access a list of appraisals that need to be chased.
• Improves efficiency and organization in managing appraisal follow-ups.

Support:

• For further assistance, please contact the support team at support@loop.software