The Pipeline

The pipeline is every loan file you are allowed to see, with the columns you choose, filtered how you like. What you see depends on your role: managers see the whole company, employees their assigned branches, branch users their branch, brokers and loan officers their own files.

Filter and search

Combine filters for date range, file status and sub-status, branch, broker, loan officer, assigned employee, workflow step, loan program and free-text search. Two filters answer questions people usually build spreadsheets for:

• Required Doc Status — every file waiting on a document
• Condition Status — files with open, pending, waived or cleared conditions

Use Reset for a clean slate — your filters persist while you work.

Columns and saved views

Columns are per user. Add your own custom fields, required-doc and condition counts, and more. Save three kinds of view — search (filters), column (layout) and export (fields and order) — and share them with your whole team.

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Views worth building on day one

Files awaiting documents · closings this month · files with open conditions · files by assigned processor.

Export

Exports are Excel files. Pick the fields, set their order, and save the selection as a named report template — loan tapes, draw reports and capital-partner reports become two clicks.

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Exports stop at 6,000 files

There is no warning when you hit the cap. Narrow by date or branch and export in slices.

Mass update

Select files to change status or sub-status, reassign branch, broker, employee or loan program, send a bulk e-mail, or copy them.

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A mass status change fires automation for every file

Change the status on 400 files and every rule on that status runs 400 times — tasks, webhooks, borrower e-mails. There is no undo. Check your automation rules first, test on two or three files, and work in batches of a few hundred.

Full detail: in LendingWise, open Loan Origination → User Guide → The Pipeline.