How to Filter & Sort Files on Collateral Investigate™

Overview

Filtering and sorting your file list on Collateral Investigate™ helps you organize your workspace. You can apply filters to isolate specific files that require immediate attention. Sorting your columns helps you prioritize high-priority reviews and manage your daily workload. This organization ensures that you process your active review files efficiently.

Filter and Sort Files

Filter or sort your files to customize and organize your list view.

1. Click a filter at the top of the page (e.g., Order date, Reviewer, Tier, Review status, Flags, or Product type for MISMO 3.6 report types).

   1. Select the checkbox next to each option you want to apply.

   2. Click Done to apply the selected filters to your list.

2. Sort your files to organize your view.

   1. Click a column header (such as Loan #, Review status, or Flags) to sort and prioritize your workload.

3. Click Clear all to remove all applied filters and return to the complete file list.

Note: Legacy files in non-UAD 3.6 formats (such as 1004MC or 2055) must continue to be processed in RealView or GAAR within your existing platform.

Outcome

You can now filter and sort review files in list view to locate specific loans, track urgent files using prioritized criteria, and quickly open items for review..