Search
Use the search bar to search for filter names or tags. This can help you quickly find the filter choices you need.

Archived settings
Use these settings to hide archived loops, show only archived loops, or show all loops - including both active and archived. Archived loops are hidden by default, but you may change that setting here.

Loop Status
Choose which loop status(es) you would like to see from this list of all available statuses. Simply click on the checkboxes to show loops of one or more statuses. Leaving all boxes unchecked will show loops of all statuses on your loops page.

Review Stage
Similar to Loop Status filters, simply click on the checkboxes to show loops in the various review stages listed. Checking “Unsubmitted” will show only loops that have not been submitted for review. Leaving all boxes unchecked will show loops in any review stage.

After you have chosen desired filters or made any changes in the Filters panel, click the Apply button at the bottom right of your screen. The panel will close and any relevant loops will appear, while the rest will remain hidden as long as those filter settings are on.

Note: once filters are applied, the Filters button will reveal a count of the number of filters that have been activated. This count indicates that filters are on and therefore some loops may be hidden from view.

You can save custom filter settings in order to apply and toggle between them quickly while never having to set them up more than once. Click the Filters button again to reopen the panel. Any of the filters selected in step 2 will remain checked. Hit Save at the bottom right of the screen to continue.

For example: maybe you only want to see active loops that represent in-progress work. In this scenario, you could select “No Status”, “Private Listing”, “Under Contract”, “New”, “Pre-Listing”, “Active Listing”, “Pre-Offer” and “In-Progress” to consistently filter out closed, terminated, or withdrawn transactions as needed.

After clicking Save, the Create Filter Setting window will appear. Enter a name for the filter setting in the text box and review the Filter Summary for accuracy. If everything checks out click the Create and Apply button. If adjustments need to be made to the filter summary, click Cancel to return to the Filters panel to edit your choices.

To access your saved filter settings, click on the Filters button to reopen the Filter panel. At the top of the panel you will now see a section for Saved Custom Filters. The name of the filter setting you saved in step 5 will appear in this section. Click Show Details to view the specific filters that have been saved for each set. Use the check box to turn the custom filter setting off or on. Click Delete to permanently delete a custom filter set.

To turn off any active filters, which are indicated by the presence of the filter count on the Filters button, reopen the Filter panel by clicking this button. Click Clear at the bottom left of the panel. The panel will automatically close and return to the default loop view.

Note: the default loop view shows all loops except those that are archived. Use the Archived Settings in the Filters panel to show archived loops.

Click the sorting order you would like to see from the dropdown list. The selected option will appear highlighted in blue.

Click the Arrow button, located on the far right of the page, next to the Sort button, to control whether your loops ascend or descend based on the option you chose in step 2.

For example, if you choose to sort by “Closing date” in step 2, the Arrow button pointing up [ ￪ ] would mean that your loops would sort with earliest closing date first, and the latest closing date last. If the Arrow button is pointing down [ ￬ ] your loops will sort with the latest closing date first, and the earliest closing date last.