The Pipeline gives you a snapshot of your deal stages. It allows you to determine how pipeline activities are tracking towards overall goals. Based on this insight, producers can adjust pipeline volume and budget expectations for more accurate forecasting. It's also helpful for staying neat and organized.

To view your Pipeline: 

  1. Click “Pipeline” in the left sidebar menu

  2. You will be on the “Board” view by default

  3. Use a filter to select specific types of deals, or deals by a specific producer

  4. To get more analytics on loans switch to “Table” view

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