There are two available Loan Pipeline screens within Blooma. The availability of both screens however, is limited to user permissions:
- My Deals - will display all of the deals that have been created by you, or have been assigned to you.
- Pipeline - will display all of the deals your organization is currently reviewing, has closed, or has reviewed and rejected. (Viewing permissions can be set and edited by those with "admin" credentials at your company.)
The Pipeline can be accessed at any time within the system, by selecting "Deals" on the top horizontal navigation bar.
There are multiple view options available for the Pipeline. Whether reviewing the deals which have been assigned to you in "My Deals" or reviewing the aggregate list of deals in the "All Deals" section of the "Pipeline", you can view your deals in a List and Card view. Users can search and sort the deals displayed in both pipelines, allowing for an efficient experience and workflow.
List View - this view can be accessed by selecting the following icon at the top of the Pipeline window:
Card View - this view can be accessed by selecting the following icon at the top of the Pipeline window, and will display your deals in the following card-style format:
Within the Card View, users are also able to enable a map which displays all Deals within the Pipeline on a map overlay to the right.
For additional map view information please refer to the Map View section below.
Map View - as noted above, the card view supports an additional map view feature. Once you have selected the "View Map" icon from either list or card pipeline view, a map will display on the right half of the page. This can be viewed in the traditional "Map" view setting, and also supports a "Satellite" view setting. The map can also be expanded to be displayed as a full screen.
Once activated, users can leave the full-screen view at any time by selecting the maximize/minimize icon on the top right of the screen, or by hitting the "ESC" (escape) button on your keyboard.
Filtering - users are able to search for specific deals, sort, or filter the pipeline to reflect only the deals they are interested in viewing at any time. Filtering can be performed in both the card and list views regardless of if the map view is toggled open.
To search for a specific deal, enter your search criteria into the following text window:
To filter the pipeline, select the following icon located next to the search window at the top of the pipeline page:
Sorting through all deals can be done by selecting the following drop-down icon:
