The Company Pipeline is an exclusive feature available only to Company Admins using the Mortgage Pipeline in Accountable. This feature provides a company-wide view of all mortgage leads and transactions, allowing administrators to monitor, manage, and oversee pipeline activity across every user in the organization.
Instead of viewing only your own assigned records, the Company Pipeline gives you complete visibility into all contacts assigned to users within your company.
Note: The Company Pipeline feature is available only for Mortgage users and can be accessed from the Scoreboard → Pipeline page.
How to Create Mortgage Lead Pipeline
The Lead Pipeline organizes contacts into different stages based on their current status, helping your team efficiently track engagement and manage the lead lifecycle. Click here to learn more.
How to Create Mortgage Transaction Pipeline
The Transaction Pipeline is available exclusively for Mortgage users, providing a streamlined way to track loan transactions throughout the borrower journey.
Click here to learn more.
Steps to use Company Pipeline Toggle by Company Admin
How to Enable the Company Pipeline
When logged in as a Company Admin, from the Scoreboard page, navigate to the Pipeline tab.
Locate the Company Pipeline toggle at the top of the pipeline page and turn the toggle ON.
Assigned To Column
When the Company Pipeline is enabled, an additional Assigned To column becomes visible. This column displays the name of the user currently assigned to each lead or transaction.
The pipeline displays the total transaction amount, allowing Company Admins to monitor overall pipeline activity
How Lead Assignments Work
When a lead is assigned to another user, the pipeline is automatically updated to reflect the new assignment.
The lead is immediately displayed in the assigned user's Mortgage Pipeline.
The Assigned To column is automatically updated with the new owner's name.
Company Admins retain visibility of the lead through the Company Pipeline, regardless of who it is assigned to.
Standard users can view only the leads assigned to their account, based on their user permissions.
Turning the Company Pipeline Off
When the Company Pipeline toggle is turned OFF:
The company-wide pipeline view is disabled and only your personal Mortgage Pipeline is displayed.
The Assigned To column is hidden. Contacts assigned to other users are no longer visible.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support