From your Deals section, type a client or business name into the search bar to jump straight to the deal you want.
You can also apply filters to narrow your pipeline. That is handy when you want to focus on a single client and see that one deal across all the lenders you have submitted to. It keeps your view clean and easy to navigate even when you have a lot of deals moving at once.
Walkthrough
Click through the walkthrough above to see how to find a deal, see what is waiting on you, and pick up where you left off.
Related
How do I clean out or archive my old, stale deals, and can I get the data back later?. Archiving dead files makes searching and filtering far quicker.
Does moving a deal to a new stage notify the other side automatically?. What happens once you find the deal and move it along.
Are there training videos and tutorials I can follow?. Every other walkthrough in the Help Centre, indexed in one place.
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