The Pipeline is the starting point for viewing key information and initiating tasks for your assigned loans.
From the Pipeline, you can carry out the following activities:
Originate a loan
Check alerts
View loan details
Move a loan
Open a loan
Delete a loan
Search for loans
Transfer a loan
Duplicate a loan
Import a loan
View eSign packages
Your view of the Pipeline depends on the user setting defined by your system administrator for your assigned persona. You can also customize your view of the Pipeline and then save your preferences for future use.