To save a search simply click the 'Export as PDF' button at the top of the results section.
When you click the 'Export as PDF' button you will then have some more options. You can either:
Print all lenders results
Print in alphabetical order
Print panel lenders only (only available to Teams)
Print selected lenders only
* Panel lenders not shown as example account has no panel set.
Viewing the PDF results
The pdf will include the advisors name, all the detailed notes, a date stamp and give you the ability to print and write your own notes before placing on file.
