Pipeline

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.