Overview
The Loan Pipeline is where you will manage your borrowers throughout the loan process. From here, you can review applications and document data, make updates to the loan flow, and access additional loan information.
If you are an account admin, you can also switch to the Company Dashboard from this menu to manage company-level settings and make organization-wide changes.
How to Use
From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:
You can switch back into your team account by selecting the option Switch into user's account:
