BankProspector - Saved Searches

Saved Searches

Saved Searches let you store your search criteria and re-run them whenever you want — no need to rebuild your filters from scratch every time.

Saving a Search

After running a search in Search Banks or Search Credit Unions, look for the option to save your search. Give it a descriptive name (like “CA/AR Residential First Position” or “Small Commercial Banks”) and it’ll be saved for later.

Accessing Saved Searches

You can find your saved searches in two places:

• The Dashboard: Your saved searches are displayed with their name, type (Banks/Credit Unions), and when they were last run. Click the play button to re-run.
• Bank & CU Data > Saved Searches: A dedicated page listing all your saved searches.

Why Use Saved Searches?

If you’re consistently prospecting in the same geographic areas or loan categories, saved searches save you a ton of time. Run them weekly or quarterly when new data comes in to see what’s changed.