The Transaction Pipeline is available exclusively for Mortgage users and is designed to help track loan transactions throughout the borrower journey. The pipeline includes the following stages: TBD, Active, Funded, Cancelled, and Partners, enabling users to monitor loan progress from application to completion.
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.
Steps to create the Transaction Based Stages:
TBD
Definition: If a contact has a loan status of "Application Started" or "Application submitted" and it is tied to the role "Borrower," it will be displayed in the pipeline tab.
How to Add:
From the Quick Action button, select Transaction to open the modal popup and create a new transaction.
Enter the mandatory fields. And set the "Loan Status" to Application Started or Application Submitted.
Automatic Update: Once a Contact's transaction loan status is marked as Application Started or Application Submitted, they are automatically moved to the TBD tab.
Active
Definition: Borrowers with loans marked as "Processing", "Conditional Approval", "Underwriting", "Clear To Close", and "In Docs" in any of the loan status field.
Automatic Update: Once a borrower’s loan is marked as processing, they are automatically moved to the Active tab.
Funded
Definition: Completed loans that have been funded.
Automatic Update: When a loan is marked as "Funded" in the Loan Status field, the "Funded Date" becomes mandatory.
The funded amount is also added to your production tracker on the scoreboard.
Canceled
Definition: Canceled or Declined Loans.
Automatic Update: When a loan is marked as "Canceled" or "Declined" in the Loan Status field, the "Canceled Date" becomes mandatory and the borrower is moved to Canceled.
Partners
Definition: The Buyer Agent is categorized as a Pipeline Referral Partner.
Automatic Update: During transaction creation, any funded transaction assigned with the role of Buyer’s Agent or when the Contact Type is B2B and the Industry is Realtor will automatically be categorized as a Pipeline Referral Partner.
Use the Stage and Realtor Type filters to refine the contact list and quickly locate specific records.
Create Follow Ups in Partners tab
In the Partners tab , click Set Follow-Up to create a new follow-up, activity, or note for a contact.
In the follow up modal popup, the Date is automatically set to the current date, and the Next Follow-Up Interval defaults to Day. Enter the required information, then click Save button.
If a follow-up already exists, click the Edit icon to update the scheduled follow-up date.
Search Bar to the Pipeline Tab
A search option is help users quickly find transactions and contacts.
Supports searching by key fields such as borrower/contact name, transaction/loan ID, and property address.
Advanced Filter
Users can quickly filter pipeline data based on predefined time ranges or select a custom date range as needed. The filter is accessible directly within the Pipeline view for quick and efficient data analysis.
Users can set a Custom Date Range, In the modal popup by selecting a quick action or manually choosing the From and To dates, then clicking the Apply button.
Click the Filter option to refine your data. Enter the field name, choose the desired condition, and click the Apply button.
The contacts list will be displayed based on the selected filter condition.
Click the "+" icon or select Add New Segment Group to create an additional condition.
Pipeline Action Icons
On the Pipeline tab, use the checkboxes to select multiple contacts.
Click the Hide icon to remove older loans from the Pipeline view. Hidden loans are automatically excluded from active views, reports, and all related calculations. Additionally, when importing a contact or creating a new contact, if the Stage value is assigned as “No Sale,” the loan will be automatically moved to Hidden Loans.
Click the Show Hidden Items checkbox to display hidden contacts. Hidden contacts will appear in a disabled view, indicating that they are currently inactive.
Click the "Pencil" icon to update the contact, click the "Export" Icon to export the transaction data. and click the "Delete" icon to delete the contact
Pipeline Customization
Customize your loan pipeline to match your workflow. With Pipeline View settings in your profile, you can drag and drop loan statuses into the pipeline tabs that best fit your process. Click here to learn more.
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