Pipeline View

Your Infynity Pipeline view will assist you to manage your client enquiries and applications. Your Pipeline view [stages] is determined by the Pipeline Settings tab.

An example view of the Pipeline view:

Quick search enables you to find a specific client quickly:

Head Brokers are able to filter down to individual Brokers:

Pipeline Loan Status

Your Pipeline results are driven by the Loan Status you allocate to your clients:

  • Manage Accounts
  • Individual Clients Profile
  • Loans and Products
  • Add Loan
  • Create Loan Status as shown:

When migration of Brokers from LoanKit to Infynity is complete, you will have access to the Pipeline Settings functionality to customise your Pipeline view.