The loan pipeline serves as your primary workspace for managing borrowers. Use it to review application and document details, modify the loan flow, and reference critical loan information.

All new submissions from your landing page automatically route to the Prospects tab. Here, you will find all incomplete applications, as well as completed applications requiring your review before moving forward (based on your account configuration).

Among these options, you will have the option to archive a prospect.

From your active loan pipeline, select the Prospects tab at the top of the page:

Find the borrower you wish to archive and select the Archive Prospect icon under the Action column on the right.

Confirm the action by selecting the blue Archive button:

To archive multiple prospects at once, select the checkboxes next to the names of the prospects you wish to remove from the Prospects page, then click the blue Archive button located in the bulk action menu.

Confirm the action by selecting the blue Archive button:

To view archived prospects, navigate to your Prospects list, select the Filter drop-down menu, and switch your view to Archived Prospects.

Your list will update to show only archived prospect records.

Find the borrower you wish to unarchive and select the Unarchive Prospect icon under the Action column on the right.

Confirm the action by selecting the blue Unarchive button:

To unarchive multiple prospects at once, select the checkboxes next to the names of the prospects you wish to unarchive, then click the blue Unarchive button located in the bulk action menu.

Confirm the action by selecting the blue Unarchive button: