How do I quickly find or filter a specific deal in my pipeline?

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, which is handy when you want to focus on a single client and see that one deal across all the lenders you have submitted to. This keeps your view clean and easy to navigate even when you have a lot of deals moving at once.