You have the option to export the list of the loans in your pipeline into a CSV file. This feature allows you to easily share and analyze loan pipeline data outside of the platform.
To export the loan pipeline list, navigate to the pipeline page, then click Export.
The loans list downloads to a CSV file in the default download folder on your computer.
The format of the export will look like this:
And will include the default columns of:
Loan ID
Loan Name
Origination Date
Borrower
Loan Amount
Pipeline
Status
Use of Funds
Product and Admin