Manual > Pipeline > Pipeline Status


The system incorporates tabs within the pipeline view to help organize the many loan applications. This setup also mirrors the loan application process. Each tab represents a status that loan files progress through. The process starts on the left with "New" and finishes with "Closed" or any others to the right.

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All functionality remains when switching through the tabs/status. Data can still be sorted and searched; however, it will only be applied to the data within that tab/status.

Note:
The borrower's name will blink every time the status changes. Once the file has been viewed and changes made the file will stop blinking.