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The existing Pipeline will be replaced by the Opportunity Pipeline in October 2022. After extensive Broker feedback and consultation Finsure is relaunching the feature in Infynity. It has a fresh new layout and new features that will allow Brokers to update opportunities from within the Pipeline view.

Automated Workflows

Automated Workflows is the most powerful new feature of the Opportunity Pipeline. In essence, you create a trigger for each workflow and as your client moves to that stage of the workflow, the trigger sets the workflow into motion.

Workflows can be automated based on triggers to send emails to clients and or actions to be completed within a task checklist. You can create as many different actions as you like for each stage.

Use our default 13 stages Pipeline as shown below, or create your own specific Pipeline - the choice is yours. You can create as many pipelines as you like, it all comes down to how you like to work and what processes you would like to implement.

Zoom feature allows you to select from Small | Medium | Large views

Filter option allows for the below 10 different options:

Remember, you can create as many different Pipelines as you choose, adjustments to be made in the Settings section as shown below. The settings options available to you are:

1. Pipelines
2. Statuses
3. Workflows
4. Checklists

The Opportunities Pipeline is an incredible tool that can automate your Broking business. Watch the detailed training video that explains how to create workflows with associated automated activities such as emails & checklists:

Automated workflow and tasks keep you interacted with your customers. It can make you and your business more efficient and streamlined.

To access the detailed training video, click on this link: https://attendee.gotowebinar.com/recording/2643440784144027144

'Card' Snapshots

Brokers and Infynity Users already utilising our existing Pipeline will be familiar with our 'card' layout, Finsure has taken it to the next level by redesigning the layout and adding even more information such as Opportunity Due By Date and Next Task Due by Date. We have also introduced new colours to signal urgency and highlight important items. Lender logos have been added as well.

Fly Out Menu

The Flyout Menu has been updated with brand new checklists that contain 'tasks'

Users can also add File Notes on the go without leaving the Opportunities Pipeline, as you receive feedback from the customer or when you need to make note of important information.