Using the pipeline to search, sort & export reports

The pipeline page is a powerful page that shows all your files in their respective stage. The filter tool, lets search & sort by unique variable such as loan program, state, sub status, priority and many more. You can also customize the column headers to see all the relevant loan data. You can also export the data into a CSV report. Create templates that export the exact fields you need every time for various purposes like loan tapes, draw reports, servicing onboarding, etc...