Pipeline
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Pipeline View
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Pipeline Loan Status
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.