The pipeline page allows you to easily move loan applications from one stage to another, such as from moving a Loan from Lead to Processing.
To do so:
Click and drag a loan card that you want to advance to the next stage.
Drop the selected loan card under the desired stage. For example, moving a loan card from "Lead" to "Processing" stage.
Alternatively, you can also change the loan status from within the loan to move its position in the pipeline.
Once your loan has been approved and you're ready to begin servicing it, click into the loan select Actions > Move to servicing. This will remove your loan from the pipeline and into your servicing section.
