{"id":"a455a534-12b3-46e7-b88d-429da4b87664","createdAt":"2025-10-23T19:18:21.088Z","updatedAt":"2025-10-31T14:49:27.483Z","isDeleted":false,"version":31,"date":"2025-10-10T05:00:00.000Z","published":true,"title":"Filter your partners","notes":{"type":"doc","content":[{"type":"paragraph","attrs":{"class":null,"textAlign":null},"content":[{"text":"Use unlimited conditions to understand your partners with custom filters.","type":"text"}]},{"type":"image","attrs":{"alt":null,"src":"https://uploads.productlane.com/784032780d4b0f44dc402d5a6c196420.gif","title":null,"data-original-src":"https://uploads.productlane.com/784032780d4b0f44dc402d5a6c196420.gif","data-processed-src":"https://uploads.productlane.com/8d95b3ef17776d41948990d31828b817.jpeg"}},{"type":"paragraph","attrs":{"class":null,"textAlign":null},"content":[{"text":"Filter based on number of referrals, close rate, average loan size, total volume, or tier.","type":"text"}]},{"type":"paragraph","attrs":{"class":null,"textAlign":null},"content":[{"text":"Pro tip:","type":"text","marks":[{"type":"bold"}]},{"text":" Use referrals and close rate filters to identify low-volume partners with a high likelihood of closing.","type":"text"}]},{"type":"paragraph","attrs":{"class":null,"textAlign":null}}]},"archived":false,"imageUrl":null,"projectId":null,"changelogStatus":null,"workspaceId":"b3c8adb7-24f0-4f57-8574-303eff2433c6","html":"

Use unlimited conditions to understand your partners with custom filters.

Filter based on number of referrals, close rate, average loan size, total volume, or tier.

Pro tip: Use referrals and close rate filters to identify low-volume partners with a high likelihood of closing.

","slug":"2025-10-10-filter-your-partners"}

Mortgage Champions changelog

Filter your partners