The Pipeline View is where users can see all the applications assigned to them, unless they have roles with broader permissions to view, edit, or engage with deals beyond their own. You can easily manage applications in the pipeline view and track the stage of each application, along with their unique qualifying information. This includes details like whether the applicant is a Company or an Individual, the Applicant's Name, Other Stakeholders (co-applicants or guarantors), the Application's Status (approved, locked, or product change warning), the Subject Property Address, the Loan Amount, the Loan Number, the Deadline to Accept Date, the Closing Date, the Broker Information, the Team Members Assigned to the deal, and the Application Source (Ingested from Filogix, Velocity, or Lendesk, Cloned, Uploaded From PDF or Manually Created). The Pipeline View provides a quick and concise way to review deals and see a high-level overview of their information and stages.

Automatic Assignment: The Automatic Assignment feature is enabled when User Preferences, Approval Limits, and maximum deal capacity are configured in User Management within the Manager Portal, and the Automations are turned on within the Company Settings. If these are set up and activated, applications will be automatically assigned to users based on the preferences established in the Manager Portal. This ensures that users only see the deals that are relevant to them in their pipeline views.

Pipeline View

Upon logging into FundMore.ai, you will be directed to the Pipeline View page by default. To navigate to the Pipeline View while anywhere else in the system, go to the top menu and click Pipeline View.

Note: You can see which page you are on by the colored underlining of the header in the top menu. For instance, while in the Pipeline View you will see it underlined:

When you first access the Pipeline View, the applications are by default organized according to the Priority, with the Critical priority applications appearing at the top and the low priority ones at the bottom - this applies to each stage within the pipeline. The Pipeline View will display all deals for you and your direct reports, if applicable.

There are two views available to view the Pipeline - Board (Kanban) and List:

The Board view, represented by a multi-part box icon ( ), displays applications on a Kanban board that represents the stages of the application. Each record on the board provides key summary information about the application. The application tiles within the stages can be expanded by selecting the 'Expanded View' toggle.

The List view, represented by a horizontal line icon ( ), displays applications in a sortable list. Each application in the list includes key information. To sort the list, simply click on a column heading. Clicking again will reverse the sort order.

Users have the option to set their preferred view as the default in the system. By default, the system displays the Board view, but if a user prefers the List view, they can set it as their default view. The system will automatically default to their preferred view whenever they log in or access the Pipeline. To do so, the user simply needs to access Settings, scroll down to the User Settings section and click on their preferred choice in Pipeline View:

Board or List

Pipeline View for Multiple Mortgages

We have enhanced our pipeline to improve visibility for applications with multiple mortgages. Now, this information is displayed in both the default and expanded views.

Board (Default) and List View

Expanded Board View

Scroll Bars - Scrolling works in multiple ways in the Pipeline View. There are scroll bars that allow users scroll horizontally and vertically to view columns and content not visible on the sized screen. There are also scroll bars to the right of each stage column that allows users to view all the deals in that stage.

Filtering

Both views display all in-progress applications with options to 'Filter by stage', show 'My requests', show 'Overdue applications', show 'Approvals' (i.e. applications that require approval), and 'Unassigned Deals' (i.e. applications that do not have any assigned users). Filtering is multiselect meaning you can combine filters. You can also combine filters with the sort function.

These filtering options can be found in the top left corner of the Pipeline View, below the Applications header and the ‘Create New Application’ button. The Kanban view includes an Expanded View Toggle allowing users to expand tiles and view more data if needed.

Note: As seen below, your filter options may vary depending on your environment.

Filter by stage - Enables the user to choose a stage by which to filter the applications. The pipeline defaults to All Stages. This is a single or multi select option. As you make your selections, the list or board contents will change accordingly.

My Requests - This filter is particularly useful for managers or users who have direct reports. By selecting this filter, managers can easily separate their team's deals and focus on their own deals. For users with team members, the Application Pipeline will automatically display all applications for both themselves and their team members.

Overdue Applications - Filters the pipeline to show only applications that have overdue tasks. Its purpose is to provide the users with a tool to help them prioritize their work.

Expanded View - Available in Board or Kanban view only. Toggle on to increase tile size to display more information if applicable.

Approvals - Displays all applications sent to the user for approval that have not yet been reviewed.

Unassigned Deals - This filter allows you to view and manage only unassigned deals in the pipeline. Unassigned deals are deals that have not been assigned to any user. The availability of this filter depends on the permissions assigned to your role. The filter includes a counter that shows the number of unassigned deals in the pipeline. This means that in addition to the other deals within their pipeline, users with the relevant permission can also see the unassigned deals in their pipeline. Once a deal is assigned, the deal will no longer appear in Unassigned Deals. This is particularly useful for lenders who need to quickly identify and manage unassigned deals as needed.

Filter Icon (Enhanced Filtering)

We have enhanced the filtering capabilities within the Pipeline View. The filter options include: Stages (Multi-select), Product Statuses (Multi-select with No Status option available), Priority (Multi-select), Application Purpose (Multi-select), Product (Multi-select), Closing Date, Deadline (i.e. Deadline to accept), Condition of Financing Date, Creation Date, & Last Modified Date.

Note: When the No status option in the Product Statuses filter is applied, it will remove any applications from the pipeline that have a status applied. In the case of an application with multiple products, if any one of the products does not have a status but the others do, this application will continue to show in the filtered results.

The filters can be combined as needed. In the example below, the Pipeline View is filtered to show deals in the Underwriting stage with a Critical priority. A filter counter will appear above the filter icon whenever a filter is selected. This counter dynamically adjusts as filters are applied or removed to serve as a visual indicator for users.

Users with Direct Reports

If a user has direct reports they will be able to switch their pipeline to see the deals for those individuals. When they switch to the pipeline view of their direct report, they can filter the pipeline view by the following:

All My Team Deals
Multi-Select between my team members and just see a subset of deals
Unassigned deals (only for managers or people with permission to see all deals in pipeline)
They will not see the “My Deals” filter any longer
By default they will see all deals from their own reports.

The Direct Manager will be able to toggle between their My Team Applications Pipeline and My Pipeline with ease. Watch this video to learn more.

Note: Currently this functionality only allows for 1 level of filtering. Meaning if a user has multiple levels of direct reports, they can only filter their immediate direct reports. It will not take into consideration those that are reporting into their direct reports.

Sorting View

In the Board view of the pipeline, you can sort applications by different categories such as Default (Priority), Applicant Name, Updated Date, Creation Date, Mortgage Broker, Application Stage, Loan Number, Closing Date, Decline To Accept, and External Loan Number. To sort, simply click the 'Default (Priority)' drop-down menu located on the top right of the page, just below the board or list view buttons. Each view will organize the applications based on the selected category within their respective stage column. For example, if you choose to sort by Updated Date, the view will arrange the applications in each stage starting with the most recent date(s) and descending to the oldest update date(s). If you sort by Closing Date or Deadline To Accept, the applications will be sorted to show the earliest (oldest) deals at the top, and the more recent ones at the bottom. Sorting is single select only, but can be combined with Filtering.

Searching Applications

To search for a specific application, simply click on the search bar located at the top left of the page, to the right of the Applications header and 'Create New Application' button. From there, you can search by the applicant's name, phone number, broker name, or the subject property address.

As you type in the search bar, the display will automatically update to show only borrowers that match the entered text. If you want to see all active borrowers, simply remove the entered text.

Note: The borrowers you see will depend on your permissions.

Applications: Board View

Icon	Name	Description
	Individual Icon	Indicates that the application is associated with an individual.
	Company Icon	Indicates that the application is associated with an company.
	Ellipsis	When clicked, a drop down menu appears with application options (e.g. manage duplicates). These options do not include Funding or Declining a deal. These actions can only be done within the application (i.e. in the Dashboard). *Note: you must hover on the top right of the tile for the Ellipsis to appear*.
	Warning Icon	Indicates if the product(s) used in the application have been changed after being applied or if there is an outstanding DLA required.
	Manually Created Icon	Application was created manually.
	Clone Application Icon	Application was created through cloning another application.
	Merge Applications Icon	Application was created through merging with another application.
	Uploaded from PDF Icon	Application was created through uploading a PDF application.
	Lock Icon	Indicates the application has been locked.
	Ingested from Filogix Icon	Application was ingested from the POS Filogix.
	Marked as Pending icon	Application was marked as pending.
	Ingested from Velocity Icon	Application was ingested from the POS Velocity.
	Ingested from Lendesk Icon	Application was ingested from the POS Lendesk.
	Primary Property Address Icon	Subject property address associated to the application.
	Closing Date Icon	Date the application is scheduled to close or fund.
	Acceptance Deadline Date Icon	Indicates the date by which the client needs to sign back the commitment in order to proceed with the application.
	Insurer Pending Icon	Indicates application has been submitted to insurer and is pending decision.
	Insurer Error Icon	Indicates application has been submitted to the insurer and has errors in the submission.
	Insurer Approved icon	Indicates application has been submitted to the insurer and has been approved.
	Conditionally Approved Icon	File has been marked as Conditionally Approved.
	Loan Amount Icon	Identifies the loan amount associated to the application.
	Task Status Indicator	The task status indicator is color-coded to help users quickly identify if a deal has outstanding tasks and the status of the task that is due soonest. The colors indicate if the task is overdue, due shortly, or due in the future. Additionally, when hovering over this line, users can view the actual time left on the task that is due soonest.
	Priority Status Indicators	These icons allow users to identify the priority status of an application. There are four priorities to choose from: Critical, High, Medium, and Low. Each priority level is visually represented by a distinct color-coded icon, as described below: - Critical Priority: Represented by a Red Exclamation. - High Priority: Represented by a Red Arrow. - Medium Priority: Represented by a Yellow Arrow. - Low Priority: Represented by a Green Arrow.

Depending on the number of stages your instance has, you may or may not see all stages on one screen. If you need to, you can utilize the scroll bar located at the bottom of the screen to scroll horizontally as needed. There are also scroll bars to the right of each stage to scroll vertically as needed.

Note: The board view is a more compact view than the list view and more "applications" can be seen at a glance in the board view.

Applications - List View

In the list view you can see the pertinent information under each column header including icons. See list above for deeper explanation of icons.

In the list view, there is a scroll bar on the right hand side of the screen to scroll vertically the list as needed. You will notice the tiles are sorted by the loan number in descending order.

Avatar Profile Icon for Deals

When users are in the Pipeline View, they are able to see at a glance who is assigned to a deal. The assigned users are represented in an avatar profile icon at the top right corner of the deal card. Furthermore, if they hover over the icon, it expands showing more details about the user, or where relevant, other team members assigned to the deal. If no one is assigned to the deal, they will see an unassigned icon.

Board/Kanban View:

List View:

Priority Setting for Deals

We have implemented a feature that allows users to identify per application the priority level of that deal. Users can set the priority from directly within the application, or within the pipeline view (i.e. both board and list views). There are four priorities to choose from: Critical, High, Medium, and Low. The priority can be reset to None after it is initially set if need be. Each priority level is visually represented by a distinct color-coded icon as seen below:

Within the board pipeline view, priority-based sorting is the default view. This means that applications will be displayed in order of priority from top to bottom, allowing users to quickly identify and address high-priority items.

Pipeline (Board) View:

Pipeline (List) View:

The permission required to utilize this feature is called “Edit priority in application” permission. If a role has this permission enabled, the users assigned to that role are able to edit the priority status of applications. The permission defaults to toggled off for all roles.

Whenever a priority status on a file is added, removed, or changed, users will receive an in-app notification, unless they have muted their notifications.

When the priority for a deal has been updated, a history log is created to indicate the change.

The Pipeline View Ellipsis

Show Archived Applications - To view any archived applications, go to the top right corner of the page next to the board and list view buttons. Click on the ellipsis, and a drop-down menu will appear. Select the ‘Show Archived Applications’ option. You will be directed to the Archived Applications screen. You will notice the tiles are sorted by the loan number in descending order.

Note: Archived Applications were initially designed to serve as a tool for maintaining a clutter-free pipeline. They allow you to move older applications that are no longer active, ensuring they can still be accessed if needed, but are kept out of your day-to-day view.

To return to the Pipeline View, in the orange header bar on the top of the page, click on ‘Return to Applications’. When clicked, this will redirect you to the current applications pipeline. Alternatively, you can click on the ellipsis in the top right corner and select the “Show Active Applications” option.

Show My Team Applications - By selecting this option, you will be directed to the pipeline view of your team's applications. In this view, you will notice that the filtering options have changed. You can now filter the applications by stage, team member, and overdue status. Both stage and team member filters allow you to select single or multiple options. The sorting function in this view remains the same as the Applications pipeline view. This feature provides managers and users with team members the flexibility to quickly view and take necessary actions on their team member's applications and manager service levels, if needed.

As in the Applications pipeline view, you have the ability to switch between Board or List view and have the same functionality in these views as you do in the Application Pipeline view.

It should be noted that the My Team Applications pipeline only goes down 1 level (direct reports only). Multiple levels of direct reports will be addressed via reports.

Changing Stages

In the Board view, you can easily move a file from one stage to the next by dragging and dropping the tile, as long as there are no pending tasks. See video above.

Stage transition is sequenced. This means that you can only move forwards or backwards one stage at a time. We have chosen to do this in order to prevent any possible skipping of tasks and ensure a tighter process for lenders.

If there are tasks outstanding, the user will get a pop up message indicating that there are tasks outstanding that must be completed first. If the user has the appropriate permissions, they may be able to move the application to the next stage by performing a Force Stage Completion. If they do not have those permissions, then they must complete the tasks before moving the application to the next stage.

Block Stage Transition: Adjudication

Note: This is a tenant specific setting and may not apply in your environment.

The system will block an application from moving past the Adjudication stage if a deal has not been conditionally approved. This will occur both within the application dashboard and the Pipeline View.

In addition, marking an application as “Pending” after the adjudication stage will also prevent it from advancing further. In that instance, the application can still move forward but not backward.

Finally, if an application has progressed past the adjudication stage after being conditionally approved and is subsequently moved back to adjudication, you will notice the appearance of a "re-adjudication" icon at the top of the dashboard.

Click on this link to watch a video demonstration of this functionality.

Unassigned Deals in Role-Linked Stages

We have implemented functionality to link a role to application stages. This is set up in the Manager Portal by Admin level users. The linked stages functionality offers the ability to use the stages as queues of unassigned work. Lenders are able to link a role to one or more application stages. When an unassigned deal within a stage is linked to a specific role, all users with that role will see the deal in their Pipeline View. For example, there is an unassigned deal in the Document Review stage, and the Ops Fulfillment role is linked to that stage. If no user with the Ops Fulfillment role is assigned to the deal, all users with the role will see the deal in their Pipeline View until a user with the applicable role is assigned. For a better understanding, please watch this video demonstration: Display unassigned deals in Role-Linked Stages.

Note: This will not apply if the role is unassignable, as an unassignable role cannot be linked to stages. Furthermore, once someone is assigned or self-assigns to that role for a particular deal, the deal will no longer show up in the Pipeline View for other users with the same role. Also important to note are the pipeline permissions that are assigned to the roles. If the permission “List applications in pipeline” meaning all applications - created by or assigned to anyone is enabled, the application will continue to show in the unassigned user’s pipeline even if someone has been assigned to that role.

Performing Actions at the Application Level

Board View

List View

From any application within the pipeline, you are able to perform the functions of Managing Duplicates, Merging Applications, or Setting Priority.

Note: These options differ depending on the tenant's environment.

In the Board view, simply hover over around the top right hand corner of the applicable tile until an ellipsis comes into view. Click on the ellipsis and a drop down menu will appear with the appropriate choices. Click on the action you wish to proceed with.

In the List view, the ellipsis is to the far right of the application line. For more information regarding Manage Duplicates or Merge Applications, see the corresponding Product Feature Guide.

Pipeline View

Product Feature Guide

Table of Contents

Introduction

Pipeline View

Filtering

Users with Direct Reports

Sorting View

Searching Applications

Applications: Board View

Applications - List View

Avatar Profile Icon for Deals

Priority Setting for Deals

The Pipeline View Ellipsis

Changing Stages

Unassigned Deals in Role-Linked Stages

Performing Actions at the Application Level