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Column Name | Column Definitions | Column Filter Type |
Application ID | Application ID associated with the lead upon creation of an applicationMulti+search | |
Lead Name | First and last name of the application (borrower) | Multi+search |
Create Date | Date on which the application was created in the systemDate | |
Post Date | Date on which the application was posted into the systemDate | |
Primary Officer | Primary agent assigned to the application | Multi+search |
Phone number | Mobile phone number of the application (borrower)Multi+search | |
Email address of the application (borrower)Multi+search | ||
Proposed Initial Loan Amount | Proposed initial loan amount of the application as mentioned in inflowNumberinFlow | |
Initial Loan Amount | First of the application as mentioned in inFlow | Number |
Loan Balance First | First of the application as mentioned in inFlowNumber | |
Appraised Value | Number of the appraised value for the propertyNumber | |
Proposed Loan Purpose | Proposed loan purpose of the application as mentioned in inFlowMulti+search | |
Current Loan Purpose | Current loan purpose of the application as mentioned in inFlowMulti+search | |
Property State | The state where the property isMulti+search | |
Campaign Name | Name of the campaign the application belongs to | Multi+search |
Current Status Date | Date of the status (inFlow) the lead is currently inDate | |
Current Status | Status (inFlow) the lead is currently inMulti+search | |
Status ID | Status ID of the status the lead is currently inMulti+search | |
Current Activity Date | Date on which the application is moved to the current activityDate | |
Activity Name | Name of the activity within the status that the lead is currently inMulti+search | |
Next Activity | Name of the next activity within the status that the lead is currently inMulti+search | |
Last Phone Call | Date and time of the last phone call made to/from any of the application’s phone numbersDate+time | |
Number of Calls | Number of calls made to and from the application’s mobile phone numberNumber | |
Has Alert | Indicates if the lead has an alert associated with itMulti+search | |
Open Lead Flag | Indicates if the application is an open leadMulti+search | |
Branch Name | Name of the branch the application belongs to (primary branch of the primary agent)Multi+search |
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Export Excel
The Export Excel button is used to export data from the My Pipeline grid into an Excel file downloaded to the user’s system. It is displayed only if the organization and user have Excel Export permission turned On in Superadmin. The Excel Export button does not appear until the report has been run and grid results are displayed.
With Kendo + ExportAllPages permission turned On for the organization, the Export Excel button will export all pages of the grid results.
With Kendo + ExportAllPages permission turned On for the organization, the Export Excel button will only export the first 100 results of the grid results.
After running hitting Click the export Export icon your report will be added to add the report to the My Reports or My Reports V2 queue where it will be available to download when it has finished processing.
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Running a Report
The Run Report button is used to create a report based on the user’s customized settings.
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Notice that the Run Report w/Grid Filters and Clear Grid Filters buttons disappear when the report is run. The Run Report button returns.
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Notes
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