As a Company Admin in Accountable, you have full control over how the loan pipeline is structured for your loan officers. This means you can tailor pipeline stages, labels, and visibility settings to match your company's workflow — ensuring your team always works from a consistent, standardized process.
Steps to customize the pipeline:
In the top navigation bar, Click Admin.
In the company page, click Settings.
In the settings, click the Pipeline Customization.
Adjusted Pipeline Setting for LOs
At the top right of the page, you'll see a toggle labeled Adjusted Pipeline Setting to LOs.
On (green): Your customized pipeline layout and column settings are pushed down to all Loan Officers in your company. LOs will see the pipeline exactly as you've configured it.
Off: LOs revert to the default pipeline view regardless of your customizations.
Make sure this toggle is on after saving your mapping if you want LOs to see your changes.
Understanding the Pipeline Layout
The pipeline is organized into Loan Status Groups — broad categories that contain individual loan statuses beneath them. Out of the box, the groups are:
Group | Color | Example Statuses |
Unassigned | Gray | Pre Approved |
TBD | Pink | Application Started, Application Submitted |
Active | Blue | Processing, Underwriting, Clear To Close, Conditional Approval, In Docs |
Funded | Green | Funded, Paid Off |
Canceled | Yellow | Declined, Canceled |
Each status appears as a draggable card within its group. The number badge on each group header shows how many statuses currently belong to it.
Customizing the Pipeline
Reorder Statuses Within a Group
Hover over any status card — a drag handle (⠿) will appear on the left.
Click and drag the card to reorder it within the group or move it to a different group entirely.
Click Save Mapping (bottom right) to apply your changes.
Configure Visible Columns Per Group
Each loan status group has its own Visible Columns control at the bottom of the group card. This lets you show different data columns to LOs depending on where a loan is in the pipeline.
Click Visible Columns on any group (e.g., Active — 7/12).
Toggle the columns you want loan officers to see for loans in that group.
The badge (e.g., 7/12) updates to reflect how many of the 12 available columns are currently visible.
Repeat for each group as needed.
Click Save Mapping when done.
Hiding Stale Records
At the bottom of the page, you'll find Hide Records Based on Last Activity Date.
Enter a number of days in the field. Any loan with no activity beyond that threshold will be automatically hidden from the LO pipeline view.
Set it to 0 to disable this feature and show all records regardless of activity.
This is useful for keeping LO pipelines clean and focused on active loans.
Saving Your Configuration
Once all changes are made:
Click ✓ Save Mapping in the bottom right corner to save and apply everything.
Click ↺ Reset to discard unsaved changes and revert to the last saved configuration.
If you have any issues using a Pipeline Customization or would like to ask questions regarding Pipeline Customization, please let us know using our Coach-on-Call feature.
- Accountable Support