Filter or Search My Pipeline


Your loan pipeline can be filtered by loan owner to provide more detailed results, or you can search directly if you are looking for a specific loan flow.


How to use

When in your active loan pipeline, you'll see a dropdown to Filter By Loan Owner on the right hand side. Any users supporting the pipeline and with loan flows assigned to them will be available here:








There will also be a search bar directly below where you can type in keywords such as borrower first name, borrower last name, flow name, flow owner, loan file number (if applicable), and custom fields (if applicable). This will populate all results in the active pipeline that match any of those fields:











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