Custom Pipeline Views
The below video will explain custom views to filter loans within the pipeline.
- As of 5/10/2025, users will need to add a filter with an in-period date range and set the date range to correspond with the field they wish to order loans on. For example, if users wish to order their loans by est. closing date, they will need to add a filter on the filters tab for closing est. > in period > and set the period. We recommend setting for the entire calendar year to capture all potential loans for the year. The date range is customizable but MUST be set for the order tab to function properly. Once that is set, users may then add their field (closing est.) to the order tab and choose ascending or descending orders. This will allow the pipeline to sort by est. closing date.
- Please reference this host-level view for a live example.
Active Est. Closing Loans