The Mortgage Pipeline is available exclusively for Mortgage users within Accountable CRM and is accessed from the Scoreboard page under the Pipeline tab. As a Company Admin, you have elevated capabilities that go beyond what standard users can see — most importantly, the ability to view and manage the entire company's pipeline across all users.
Learn more about how to use a mortgage pipeline.
Show Company Pipeline Toggle by Company Admin
When logged in as a Company Admin, enable the Show Company Pipeline toggle.
Once enabled, the “Assigned To” column will be displayed in the Pipeline tab, allowing you to view all company users associated with each contact. When the toggle is disabled, the “Assigned To” column will be hidden from the Pipeline table.
When a Company Admin expand a transaction contact from the Company Pipeline, It will taking to relevant page.
Know more about editing an existing Transaction Loan status in mortgage pipeline.
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