The Pipeline in Process Report allows users to review summary level data as well as grand totals for each loan status in the pipeline.
To view a Pipeline in Process Report, refer to the following:
Include Cancelled Loans check box is available if cancelled loans are to be included in the report findings.
Include Pre-approval Loans check box is available if pre-approval loans are to be included in the report findings.
Users have the ability to filter the report results by Institution, Channel, Account Executive and Regional Manager. For the Institution, Account Executive and Regional Manager fields, begin typing in the name of the field response and the field options will appear as a rolodex. The Channel field is a drop-down list with all available Channels to select from or select All Channels. If multiple channels need to be selected, click the link Multiple Selection and the box with the specific Channels will expand to display all available Channels. To select more than one Channel, hold down the Ctrl key the keyboard and click all applicable Channels.
Narrow the results by selecting a user from the Assigned To drop-down list. Only users assigned to loans as a lender (processor, underwriter, closer, and so on) will appear in the Assigned To drop-down list.
Include Archived Loans check box is available to be marked if archived loans are to be included in the report findings.
Click Submit after all applicable information has been entered.
Pipeline Report results will display.
A Printer Friendly Version link will display and if clicked, users will have the ability to print the report results.
A Return to Report Filter link will display and if clicked, the user will return to the report filter to make changes and re-run the report.
The Report results will display in three separate sections: Status, Product and Purpose.
Each section will display the following parameters: Locked, Float and Total.
To Export the report in CSV format, click the button in the upper right corner of the screen, Export CSV. To review the report, click the Download Report link. To save the report to a local computer, right-click the Download Report link and click Save Target As.
To Export the report in Tab format, click the button in the upper right corner of the screen, Export Tab. To review the report, click the Download Report link. To save the report to a local computer, right-click the Download Report link and click Save Target As.