How to create a COC pipeline view?
Below is just an example of a COC view. Please choose the filters and order that best suit your needs.
The filter of COC only shows loans with a Yes or No. Users still need to determine what material change has been made on the loan to merit a COC.
Once the COC has been disclosed users will need to manually set the field to No and refresh their pipeline in order to see that loan drop off the list.
Use Business rules to automate the selection of Yes for the COC field. Speciffically BR - 0052.