Pipeline Navigation

At the top right of the pipeline, you’ll see several options:

Create — manually add a new loan file.
Import — upload loan files using the supported format.
Copy — after your loan files load in the pipeline, you can use the Copy option. Select the loan number of the file you want to copy, and the system will create a new loan file from it.
Delete — after the files are shown in the pipeline, you can click Delete and select the file or files you want to remove. Keep in mind this action cannot be undone, and access depends on your permission settings — typically limited to System Admins.

At the top of the search panel, click the dropdown to select a Preset View (for example, COC). This applies preset filters and, once you click Search, shows the files that may need a Change of Circumstance disclosure.
If your view is set to Auto Refresh, files load automatically.
If your view is set to Manual Refresh, review the filters on the right, then click Search to load the files.
You can also click M to switch your view to Auto Refresh, which automatically reloads results as you adjust filters.

Once loan files are loaded, the pipeline gives you a quick snapshot, such as:

Loan number and status
Primary Borrower Contact Information
Loan information like LTV, DTI, interest rate, estimated closing date, and lock expiration date
Teams assigned to the loan files
Notes — click the edit pencil to view note history or add a new note

This guide helps new users get familiar with the Pipeline tab — from creating and importing files to searching with preset views, applying filters, and reviewing loan details.