Feb 13, 2025
How to view Ticklers associated with Out of Portfolio loans?
- Mouse over Data in the main menu, click on Ticklers in the submenu that appears.
- Set any applicable table filters; TIP: if you'd like to view all Ticklers regardless of status for Out of Portfolio loans, then don't set any filters.
- Click on the Filter icon to view the Out of Portfolio drop-down options and set to Yes; TIP: Setting the Out of Portfolio filter to Yes will display Ticklers associated with loans classified as Out of Portfolio
- Use the Gear Wheel to Export the table to Excel/PDF if you have a lot of records for easier review.
- The table will display loans listed as out of portfolio, and any other filters you set in the filters options.
- Note: If you'd like to manually complete/deactivate the Tickler so that it no longer appears, please refer to our KB Article Manually Completing and Deactivating a Tickler
- TIP: We DO NOT recommend deleting ticklers. Please refer to the article hyperlinked above for next steps