Users have the ability to default their sourcing options and the filters that want to apply to every case. These can then be overridden on a case by case basis.
In the My Account > Settings > Filters tab you can select the lenders on your panel that you always want to use to source. By selecting all the lenders the filters will always 'select' these lenders and you can then exclude them on a case by case basis by clicking on the ones you want to remove for that source.
Thank you for your feedback.
Users have the ability to default their sourcing options and the filters that want to apply to every case. These can then be overridden on a case by case basis.
In the My Account > Settings > Filters tab you can select the lenders on your panel that you always want to use to source. By selecting all the lenders the filters will always 'select' these lenders and you can then exclude them on a case by case basis by clicking on the ones you want to remove for that source.
I hope this helps using the system easier.
Many thanks
Product Team