Sort Loans on the Pipeline

On the Pipeline, you can sort loans based on the information displayed in the Pipeline columns. Click the column header to sort all loans in ascending or descending

ClosedSingle Column Sorting

  1. Click a column heading to sort loans in ascending order based on values in the selected column.

  2. Click the column heading again to switch the sort order from ascending to descending.

    • An orange up or down arrow indicates the column being used to sort the loans and the current sort order (ascending or descending).

    Loans in the Last Finished Milestone and Next Expected Milestone columns are sorted based on the order of the milestone in the loan workflow, not alphabetically based on milestone name.

ClosedTwo Column Sorting

You can also sort loans based on two levels of loan data. For example, you can sort loans by borrower last name and then grouped by loan officer as follows.

  1. Click the Borrower Name column heading to sort loans in ascending order by last name.

  2. Click the Loan Officer Name column to sort the loans by loan officer, grouped in ascending order by borrower name within each loan officer.