Filtering, Searching, Custom Reports, and Exporting in the Pipeline View

In this article, we'll walk you through filtering, searching, creating custom reports and report templates, and exporting data from the LendingWise pipeline. This lets you build loan tapes, investor reports, and custom data extracts with ease.

Step 1: Open the Advanced Search (Filter Panel)

1. Navigate to Pipeline > Pipeline - Main in the left sidebar.
2. Click the magnifying glass icon at the top right of the pipeline to expand the Advanced Search filter panel.
3. Use the available filters to narrow down the files displayed. Common filters include:

• Primary Status (e.g., Lead, Processing, Closed, Servicing)
• Loan Programs (multi-select available)
• Date ranges for File Created, File Modified, Closing Date, Maturity Date, Appraisal Order Date, Received Date, and Disclosure Sent Date
• Branch, Broker, Loan Officer, Assigned Employee
• Sub-Status, Servicing Status, Property State
• File Idle (filter by days since last activity: 3, 11, 14, 21, 30, 60, or 90+ days)
• Workflow Steps (completed or not completed)
• Lead Source, Referring Party, Priority, Notes Type

4. After selecting your desired filters, click the blue Search button to display the filtered results. Click Reset to clear all filters.

Step 2: Open the Export Client Data Window

1. With the Advanced Search panel open, click the export icon (small document icon to the right of the Search and Reset buttons).
2. The "Export Client Data" window will open. This window lets you select exactly which data fields to include in your export.

Important: You can export a maximum of 6,000 records at a time. If your filtered results exceed this limit, narrow your filters further.

Step 3: Select Fields for Your Export

In the Export Client Data window, check the boxes next to the fields you want to include. Fields are organized into categories:

• Borrower Info (name, phone, email, credit score, SSN, etc.)
• Co-borrower Info
• Borrower Address and Mailing Address
• HMDA fields (General Info, Borrower, Co-Borrower)
• Entity Info and Entity Members Info
• Loan Info (loan program, amounts, rates, terms, LTV, ARV, rehab cost, etc.)
• Loan Setup (DSCR, floor rate, adjustable rate details, etc.)
• Property Info (address, type, condition, sq ft, bedrooms, lot size, etc.)
• Appraisal Info and Property Valuation
• Additional Questions
• Title Info, Attorney Info, Insurance Rep Info, Insurance Info
• Refinance Current Mortgage
• Personal Income & Expenses (Borrower and Co-Borrower)
• Contact Info (Branch, Assigned Employee, Broker, Loan Officer)
• Admin, Dates & Misc (status, sub-status, loan number, closing date, lead source, etc.)
• Fees & Cost (origination points, broker points, appraisal fee, processing fees, etc.)
• HUD line items
• File Links (back office links, borrower portal, broker portal, QA links, etc.)
• Custom Fields

Use the "Click to select all fields" checkbox at the top to select everything, or use the "Click to select all [section name] section" links to select entire categories at once.

Step 4: Export Your Data

At the bottom of the Export Client Data window, you'll find three buttons:

Export Client File Data in .csv: Downloads a CSV file containing the filtered records with your selected fields. This can be opened with Excel or any other spreadsheet tool.

Export Note History in .csv: Downloads a CSV file of note history for the filtered records. Use the Notes Type dropdown (default: Public) to control which notes are included.

Save as report and Download as a CSV: Saves your field selections as a named report template for future use, and also downloads the data as a CSV.

Step 5: Create and Manage Saved Report Templates

1. Select the fields you want in your report template using the checkboxes in the Export Client Data window.
2. Click "Save as report and Download as a CSV" at the bottom.
3. A field will appear prompting you to enter a report name. Type the name and click the button again to save the template and download the data.

Loading a saved report template: Open the Export Client Data window and select your saved report from the "Select Data Points from Saved Reports" dropdown at the top. The checkboxes will update to match the saved template's field selections.

Deleting a saved report template: Open the Export Client Data window, select the report you want to remove from the dropdown, and click Delete. Confirm when prompted.

Customizing Pipeline Columns for On-Screen Viewing

The Export Client Data window controls which fields appear in your exported file. To customize which columns appear on-screen in the pipeline table itself, use the sliders icon (Columns panel) instead. For details, see: Pipeline Views

Excel Export - How to modify the columns export