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How to Navigate Your Active Pipeline

How to Navigate Your Active Pipeline

Updated over 11 months ago

NAVIGATION

Active Pipeline Tab- By clicking on the Active Pipeline tab, you will find your Active Pipeline Summary

Active Pipeline Summary – A summary of all the activities in your pipeline

Alerts – Helps you monitor your Lock Expiration Dates and Estimated Closing Dates

Active Pipeline Detail – Click any column header to sort by a specific field

Please reach out to your Account Executive if you have any issues viewing a loan or if you're unable to see any of your current loans.

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