> ## Documentation Index
> Fetch the complete documentation index at: https://docs.keystn.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipeline Overview

> An overview of the Loan Pipeline, Keystone's central workspace for tracking mortgage loans from application through funding and commission payout.

<img src="https://mintcdn.com/keystone-7f1d7db6/YTADflyOdcrqK4Pa/images/loan-pipeline/pipeline-view.png?fit=max&auto=format&n=YTADflyOdcrqK4Pa&q=85&s=7f7985000aeeb6a7a457c6f7ca8fc3f0" alt="Loan pipeline" width="2880" height="1802" data-path="images/loan-pipeline/pipeline-view.png" />

## What the pipeline shows

The pipeline is a paginated table of all loans in your company. Each row displays key loan data at a glance:

| Column          | Description                                                     |
| --------------- | --------------------------------------------------------------- |
| **Loan #**      | The broker loan number (clickable link to the loan detail page) |
| **Borrower**    | Borrower first and last name                                    |
| **LO Name**     | Assigned Loan Officer                                           |
| **Lender**      | Lender name                                                     |
| **Status**      | Current loan status, shown as a color-coded badge               |
| **Status Date** | The date the loan entered its current status                    |
| **Purpose**     | Purchase or Refinance                                           |
| **Type**        | Loan type (Conventional, FHA, VA, etc.)                         |
| **Loan Amount** | Total loan amount, formatted as currency                        |

## Navigating to the pipeline

Click **Loan Pipeline** in the sidebar.

## Column visibility

Not every column is relevant to every user. Click the **column visibility toggle** in the toolbar to show or hide individual columns. Your preferences are saved in your browser and persist across sessions.

## Searching loans

The pipeline toolbar includes a search bar. Type a query and press Enter to search across:

* Broker loan number
* Borrower first name
* Borrower last name
* Property address

Search is case-insensitive and matches partial text.

## Filtering loans

Click the **Filters** button in the toolbar to open the filter panel. You can filter by:

| Filter           | Options                                        |
| ---------------- | ---------------------------------------------- |
| **Status**       | Any of the 16 loan statuses, or "All statuses" |
| **Loan Officer** | Any active loan officer in your company        |
| **Lender**       | Any active lender in your company              |

Active filters appear as badge pills in the toolbar. Click the **X** on a badge to remove that filter. The **Clear filters** button removes all active filters at once.

The status filter dropdown shows a count next to each status, so you can quickly see how many loans are in each stage.

## Sorting

Click any sortable column header to sort the pipeline by that column. Click again to toggle between ascending and descending order. Sortable columns include:

* Broker Loan Number
* Borrower (by last name)
* Loan Officer
* Lender
* Status
* Purpose
* Type
* Loan Amount
* Created date (default sort, newest first)

## Pagination

The pipeline displays 25 loans per page by default. Navigation controls appear at the bottom of the table when there are multiple pages:

* **Previous / Next** buttons to move between pages
* Current page indicator showing which loans are visible out of the total

## Actions

Administrators have two additional action buttons in the pipeline header:

* **Upload CSV** -- Import loans in bulk from a CSV file
* **Add Loan** -- Manually create a new loan

These buttons are only visible to company administrators.

## Clicking a loan row

Click anywhere on a loan row to navigate to that loan's detail page, where you can view loan information, the team, status history, and notes.