20+ filters to export custom CSV reports with 100+ columns
The loan pipeline comes with 20+ filter options to search loans by program, status, substatus, workflow steps, assigned users, idle time, closing data range, etc… You can export the loan data from your search results into custom reports for closed loan reports, servicing onboarding, draw reports, loan tapes, etc… Save various pipeline views to check on certain types of loans in various stages.
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