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How to use the Company Pipeline

Step-By-Step:

  • 1: Log in using the credentials provided at this address.
  • 2: The “Company Pipeline” tab is located on the left side of the Pipeline, underneath the “Search” tab.
  • 3: This tab is only available for managers. It is a great area for managers to grab a snapshot of their loan officers and their respective loans at the different stages in the different pipelines.
  • 4: Choose which pipelines you would like to see (for example, to see active loans, choose the Prospect and Borrower pipelines)
  • 5: Under “My Company Employees” choose whether you’d like to filter your search by adding loan officers individually or search under “all” of your employees.
  • 6: Click “Search” to discover the respective qualifiers underneath.
  • 7: To quickly jump to specific individuals in your search, click on the Loan Officers name at the top of the search.