BankProspector V2 - My Targets Overview

MY TARGETS OVERVIEW

Saving a bank or credit union as a target will save the institution a personalized target list. Targets will come and go as new numbers come in, so we make it easy to add and remove these from the target list.

TARGETING BANKS

Members are able to target banks in a few ways to build out their watch lists.

The first way is by targeting a specific bank in the individual bank record page.  Members can click the blue plus sign in the top left corner of the Bank Actions section to target a bank.  The bank can be untargeted with the same method -- simply click on the green Target icon to remove the bank from the watch list.

The other way to target banks is from the REO and NPL list views under banks.  To find these lists, members will click on a line item in the Asset Type Detail view to pull up a filtered list of assets relating to the NPLS or REO.  Once the list populates, members will click on the blue plus icon to target a new bank.  They can remove banks from their target list in the same manner -- by clicking on the green check icon to remove the target.

Banks can also be targeted directly from the Power Search results table.  Click on the blue plus icon to target a new bank. To remove banks from the target list, click on the green check icon to remove the target.

TARGETING CREDIT UNIONS

Members are able to target credit unions in a few ways to build out their watch lists.

The first way is by targeting a specific credit union in the individual credit union record page.  Members can click the blue plus sign in the top left corner of the Credit Union Actions section to target a credit union.  The credit union can be untargeted with the same method -- simply click on the green Target icon to remove the credit union from the watch list.

The other way to target credit unions is from the NPL list views under credit unions.  To find these lists, members will click on a line item in the Asset Type Detail view to pull up a filtered list of assets relating to the NPLS.  Once the list populates, members will click on the blue plus icon to target a new credit union.  They can remove credit unions from their target list in the same manner -- by clicking on the green check icon to remove the target.

Credit Unions can also be targeted directly from the Power Search results table.  Click on the blue plus icon to target a new bank. To remove banks from the target list, click on the green check icon to remove the target.

My Target List

Members can access your targets at any time by visiting the Targets section in the top menu. We will have 2 tabs to separate target lists for the banks and credit unions because they report on different data... but both target lists will be displayed here.  Each list can be searched, sorted, updated column visibility, and exported.  Members can also delete one or multiple targets right from the list view.  Members can click on a bank or credit union name from the list to open that institution's detail page within BankProspector.