Skip to content
  • There are no suggestions because the search field is empty.

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. 
  • 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