BankProspector - Tags

Tags

Tags are a simple, flexible way to organize and categorize banks however you want. Unlike watchlists, which are about tracking institutions over time, tags are more like labels or folders — you decide what they mean.

How to Tag a Bank

On any bank’s detail page, click Edit Tags near the top of the page. Type in whatever tag you’d like — it’s freeform, so you can use anything that makes sense for your workflow.

Example Tags

• "Hot Lead" for banks you’re actively talking to
• "Residential Focus" for banks heavy on residential NPLs
• "Follow Up Q2" for banks you plan to revisit later
• "Southeast" for geographic grouping

You can apply multiple tags to the same bank. Tags are visible and manageable from the My Work > Tags section in the sidebar, and tagged banks can be exported.

Removing Tags

To remove a tag from a bank, go to Edit Tags on the bank’s page and click the X next to the tag you want to remove. You’ll see a confirmation before it’s deleted.