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Search & Filter

Search & Filter

Oct 25, 2019

The DealTrak system allows you to search through the proposals within your system.



Instructions

Screenshot

The Search and Filter option is available on the All Deals page within DealTrak.

There are multiple options you can search by including (but not limited to)

  • Forename

  • Surname

  • Reg Number

  • Assigned Lender

There is also a checkbox on the All Deals page which enables you to use the search function across all the branches.

You can also filter the Pending & All Deals pages by assigned user and sales person.