Manual > Pipeline > Search

To find specific loan applications quickly you can use the search function. Throughout the application the search box will be identified by the magnifying glass:

click

You can search the pipeline for the following items:

  • Borrower Loan Number
  • Borrower Last Name
  • Borrower First Name
  • Loan Officer
  • Broker
  • Lender
  • AE
  • Loan Program

    • All of these columns can be sorted either ascending or descending by clicking on the column title. Click once (1) for ascending and twice (2) for descending.