Pipeline
How To Filter Clients Loans In Pipeline
Pipeline provides a quick overview of your current and closed loans with Ruoff Mortgage and allows you to view pre-approved letter for your clients.
Your most recent loan will appear at the top by default.
- To access your Pipeline:
- Tap the "Pipeline" link on the home screen
- To filter loans in your Pipeline view:
- Tap the "In Progress" tab at the top to view all active loans
- Tap the "Closed" tab at the top to view all inactive loans
- Tap the "Search Field" to search for a specific loan
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Still have questions? Reach out to your assigned Loan Officer or Contact Loan Butler Support