Pipeline Managment
A few basic tips and directions to navigate the pipeline.
- Use the filters on the right of the pipeline to select your desired search
- Hit the search button to have the pipeline run your parameters
- "M" button can be clicked to have an auto-search option
- Change views with the drop down near the top close to the Search button.
- Once loans are loaded use the blue button to access your loan file.
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Effective 5/8/2022 To improve pipeline speed upon accessing the pipeline it will no longer pre-load all the loans. Please use the filters on the right hand side to search for loans.
- Users may upload up to 100 MISMO files at a time
- See this link on how to create views