The Pipeline
The Pipeline is the
starting point for originating, viewing, and managing loans.
Loan summary colors
Loans in the summary area display with the following colors:
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White - a loan with a status of Active Loan, Loan Originated, or Loan purchased by your institution.
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Gray - a loan with a status of Active Loan, Loan Originated, or Loan purchased by your institution.
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Pink - a loan with an Adverse status: Application approved but not accepted, Application denied, Application withdrawn, File closed for incompleteness, Preapproval request denied by financial institution, or Preapproval request approved but not accepted.
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Dark Gray - the logged-in user has read-only access to the loan.
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Light Blue - a loan that is open on the Loan tab.
Pipeline Tasks
See Also
Customizing your Pipeline
