Pipelines

Modified on Sun, 8 Jan, 2023 at 7:14 PM

Watch the video below to get a brief understanding of what you will see as soon as you login to the portal.



Main Takeaways

  • You will see the loans you are assigned to in your pipeline. If you do not, please reach out to support to make sure you are assigned to the loan in question.
  • Use the search feature to search for loans.
  • You can ignore "Configure pipelines". You will only have access to the loans you're assigned to. 

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