Viewing Loan Information
From your Pipeline, you can view loan summaries, view loan details, search for loans based on specified criteria, and control the information that is displayed and how it is displayed. You can then save the configuration as a new view and apply the criteria to the data at any time.
Loans in the summary area display with a white, light grey, pink, dark grey or light blue background.
White or Light Gray - Active loans that the logged-in user can open and update.
Pink - Loans with an adverse status.
Dark Gray - Active loans that the logged-in user can view, but not update.
Light Blue - A loan that is open on the Loan tab.
On the Pipeline, you can sort loans based on the information displayed in the Pipeline columns. Click the column header to sort all loans in ascending or descending.