There are many different options for setting up and viewing loan information on the Pipeline. You can use one or more standard Pipeline Views that are based on your assigned persona and specified by your system administrator. You can also create custom Pipeline Views by making changes such as adding or removing columns, changing the order of columns, applying search filters, selecting the loan folders to use, and sorting column data.
You can customize your Pipeline view by adding and removing columns, as well as changing the column order.
Right-click a column heading and select Customize Columns.
Select the columns to add or remove from the Pipeline. Select a check box to add the column or clear the check box to remove it.
Select a field and click the Up arrow or Down arrow to change the order of the columns. On the Pipeline, you can also click a column heading and drag it to a different location.
Click OK.