Configuring Pipelines

The Process

Focused pipelines allows for you to easily manage your loans. To manage your pipelines, click Broker Pipelines and Configure Pipelines.

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You can add an available pipeline by selecting a pipeline from Available Reports, clicking Add, and clicking OK to save.

You can also change the order of pipelines by selecting the pipeline from Selected Reports, clicking Move Up or Move Down, and clicking OK to save.

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Removing Pipeline Reports

You can remove a pipeline by selecting a pipeline from Selected Reports, clicking Remove, and clicking OK to save.

IMPORTANT: Removing a pipeline does not delete it. It simply removes it from your view.

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Setting up these pipelines will help you manage your active loans, disclosures, and locks. If you would like to learn more about disclosures, please read Step 2: Generating Your Initial Disclosures and Step 5: Requesting Closing Disclosure and Closing Docs

For more information about locking, please read Locking A Loan

To understand your active loan status, you can review Defining Wholesale Loan Status

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