> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Fulfillment queue guide

> Find HELOC and EWYL files, prioritize follow-ups, and keep work visible.

## Find and prioritize files

HELOC and Earn While You Learn each have a labeled list with search, workflow
filters, file counts, and **Refresh**. **All files** shows HELOC first, followed
by EWYL. The admin Location selector filters both lists. Opening a file keeps
the staff session separate from the file's Location; returning to the queue
restores its program.

* **HELOC:** filter funding status separately from fulfillment status. Find
  unassigned task owners, follow-ups, task sync errors, or unmatched bookings.
  Search by client, Location, owner, or lender. Open the client or suggested
  action to manage the file. Owner names remain visible on smaller screens.
  Follow-up filtering uses the current appointment outcome, so canceled,
  invalid, and no-show calls remain visible even before CRM task sync succeeds.
  A rebooked call no longer appears solely because of an older task flag.
  Outcomes from an earlier underwriting cycle do not override current follow-up.
* **EWYL:** active files appear by default. Filter by workflow stage, overdue
  follow-up, unassigned owner, withdrawal request, or released files. Search
  by client, Location name, owner, or next action. Withdrawal requests appear
  first, including requests on completed files, followed by work ordered by
  follow-up due date. Overdue dates are marked.

Filtered lists check additional pages. EWYL checks up to 250 enrollment records
per batch; use **Load more EWYL files** to continue searching or filtering beyond
that batch. Counts marked **loaded** are partial until all pages have been loaded. If loading fails, existing files remain visible;
use **Retry loading files** to resume the failed request. **Clear filters** resets
the list's search and workflow controls; the selected Location stays in effect.
Task-sync errors are separate: use **Retry task sync** on the affected HELOC file
to retry the task update. Reloading the list does not retry that write.

Open **Admin → Internal → 7F Fulfillment** to work these lists. See the
[7F Fulfillment process](/sops/7f-fulfillment) for handoff, appointment,
collection, and withdrawal responsibilities.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.