The loan pipeline is where you will manage all of your borrowers, including reviewing application and document data, making adjustments to the loan flow, and locating any additional information regarding the loan.
Among these options, you will have the option to switch to the company dashboard if you are an account admin to make any company level 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:
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