Pipeline View
Create the default Pipeline view for the persona by configuring the columns that
display on the Pipeline, the order in which they appear, the sorting order for the
loan entries, and by applying search filters to the Pipeline data.
1 In the Pipeline Views section, click the New icon.
2 Select Create a new, empty Pipeline view.
NOTE: Select Create using an existing Pipeline View to copy the settings
from an existing view and then follow the steps below to customize and save it
as a new view. Select a Persona and then select the View to copy. Only
existing views for the selected persona are available to copy.
3 Type a name for the custom Pipeline view.
4 Select loans, configure columns, sort data, and set search filters, as described
below.
5 When finished, click OK.
6 The view at the top of the Pipeline Views list is the persona’s default view. Use
the up and down arrows to reposition the views.
To Select All Loans or My Loans
1 Select a loan folder, and then select a View option.
• If you do not select an option from the Loan Folder drop-down list, the custom
view will be available to select when the persona is viewing files within any
of their loan folders.
• Select My Loans to display only loans where you are a loan team member.
• Select All Loans to display all loans that you have permission to view.
