The Pipeline screen is used to search for loans based on a variety of criteria, such as the borrower name, status of the loan, or the employee associated with the loan.
This screen can also be used to create or import a new loan or copy or delete an existing loan.
To access the Pipeline screen, click the Pipeline menu item at the top of the loan.
When you first access the Pipeline screen, all loans automatically display as search results in ascending order by loan number. You can then use the fields in the Search Criteria section to filter the results and locate a specific loan.
Import Loan. Click this button to display a window where you can import a loan file from your local computer. Select the file format, the branch to which the loan should be imported, and then select the file. You can either drag and drop the file into the File field or click the Select file from your computer link to display your computer's file browser, where you can select the file to import. Once you've completed the fields on the window, click the Importbutton to import the file.