<aside> <img src="/icons/list_gray.svg" alt="/icons/list_gray.svg" width="40px" /> Table of Contents

• Super Admin
• Loan Officer
• Loan Officer Assistant
• Branch Manager
• Borrower Journey
• Partner Journey
• Processing Manager </aside>

The Loans Tab in the Pipeline section provides a detailed view of all loans, displaying essential information and offering various actions to manage and interact with these loans.

The Loans Tab includes the following columns for each loan:

1. Borrower Name: The name of the borrower.

2. Assign To: The team member assigned to the loan.

3. Source: The origin or source of the loan.

4. Status: The current status of the loan.

5. Processor: The individual processing the loan.

6. Closing Date: The expected or actual closing date of the loan.

7. Tags: Any tags associated with the loan.

8. Address: The address related to the loan.

9. Action: Options for actions that can be taken on the loan.

   

   Features

   1. View Options
   • All Loans: View all Loans in the pipeline.
   • My Pipeline Loan: View only the Loans assigned to the current user.
   1. Download
   • Export to PDF: Download the Loan data as a PDF document for offline use or sharing.

   1. Filters

      

   • Allows you to search Loan by Borrower name, source, and assign to, etc.
   • Offers options to manage and apply multiple filters.
   1. Columns

   • The popup lets you search for specific columns.

   • Allows you to rearrange the order of the columns to customize the display.

     

   1. Actions

   • Send Emails: Send an email to the selected lead(s).

   • Send SMS: Send an SMS to the selected lead(s).

   • Send MMS: Send an MMS to the selected lead(s).

   • Manage Tags: Add or remove tags for the selected lead(s).