Pipeline Views

LendingWise's Pipeline View is the central workspace for managing and organizing your loan files based on their Status/stages. It offers advanced filtering, customizable column headers, saved views, and default file status settings to streamline your pipeline management.

Accessing the Pipeline

Log in to your LendingWise account and click Pipeline in the left sidebar, then select Pipeline - Main. The page will load as the Client File Pipeline.

Status Tabs

Across the top of the pipeline, you'll see a row of clickable tabs for each Primary File Status (e.g., Lead, Processing, Underwriting, Closed, etc.). Each tab shows the count of files in that status in parentheses. Click a tab to filter the table to only files in that status. Click All to remove the filter and view every file.

Customizing Pipeline Columns

Click the sliders icon at the top right of the pipeline (to the right of the magnifying glass). A panel will open with three tabs:

Columns tab: Toggle fields on or off to control which columns appear in the pipeline table. Fields are organized by category: Dates, Borrower Info, Entity Info, Loan Info, Property Info, Admin/Staff Details, and more.

Columns Order tab: Rearrange the order in which columns appear from left to right. This is useful for aligning the pipeline grid to match your loan tape or investor template before exporting.

Search Filter tab: Manage filter presets for your pipeline view.

Sorting columns: Click any column header in the pipeline table to sort records by that column. Click once for ascending, click again for descending.

Managing Pipeline Views

Pipeline Views let you save your column layout and filter settings so you can quickly switch between commonly used configurations. Each user manages their own views independently.

Saving a view: Click the Save Current View button at the top right of the pipeline. Enter a name for your view and save it.

Loading a saved view: Click the Saved Views dropdown next to the Save Current View button. Select a view from the list, and the page will refresh with your saved columns, filters, and display order. To delete a saved view, click the X next to it in the dropdown.

View Management Buttons (inside the Columns panel)

When you open the Columns panel (sliders icon), you'll see three additional buttons at the top:

Update Current View: Saves any changes you've made to the currently loaded view, overwriting it with your latest column and filter selections.

Save As Default View: Sets your current column and filter configuration as the default view that loads every time you open the pipeline.

Reset Default View (red button): Reverts the pipeline to LendingWise's original system default columns and filters, removing any previously saved default.

Using the Advanced Search (Filters)

Click the magnifying glass icon at the top right of the pipeline to expand the Advanced Search filter panel. This is separate from the Columns panel. Use the available filters to narrow down the files shown in the pipeline. Available filters include:

Branch, Broker, Loan Officer, Assigned Employee, Lead Source, Referring Party, Loan Programs, Internal Loan Programs, Primary Status, Sub-Status, Servicing Status, Property State, File Type, Active/Inactive Files, Client Billing, File Idle (days since last activity), Notes Type, Priority, Payment Based, Workflow Steps (completed and not completed), and more.

Date range filters are available for: File Created, File Modified, Closing Date, Maturity Date, Appraisal Order Date, Received Date, and Disclosure Sent Date.

Click Search to apply your filters and Reset to clear them.

My Assigned Files

In the sidebar under Pipeline, you'll also see My Assigned Files. This opens a pre-filtered version of the pipeline showing only files where you are listed as the Assigned Employee, so you can quickly focus on your personal workload.

Default Tab When Opening The Pipeline View

Instead of automatically displaying "All" loan files tab, you can select which file status you would like as the default files status that is displayed when you open the Pipeline view in the future.

If you would like to know how to use the Advanced Search feature to create custom reports and export data, please see: Filtering, Searching, Creating Custom Reports, and Exporting Data in the Pipeline View

If you would like to know how to use the Advanced Search feature in the Pipeline view to filter, search, create reports, and export data, please see the following article: Filtering, Searching, Creating Custom Reports, and Exporting Data in the Pipeline View