View Loan Summary Information

There are many different options for setting up and viewing loan information on the Pipeline. You can use one or more standard Pipeline Views that are based on your assigned persona and specified by the system administrator. You can also create custom Pipeline Views by making changes such as adding or removing columns, changing the order of columns, and sorting column data.

Each Pipeline View contains a loan folder selection, the view selection between All Loans and My Loans, search filters, added/removed columns, column order, and your column sorting selection.

ClosedPipeline view options

  • Standard - There are 16 Standard Pipeline Views. Each view is designed to match the needs of one of the 16 personas. The admin determines the views that are available to you based on your assigned persona. The admin also controls the columns that are included in the view.

  • Custom - Custom Pipeline Views are views that you create and save in your Pipeline. There are many different ways to customize a view including:

    • Once you save a view, it will be added to the Pipeline View dropdown list. You can create as many Custom Pipeline Views as needed.

  • Temporary - A Temporary Pipeline View is a custom view that you create but do not save to your Pipeline. If you create a Temporary View and then leave the Pipeline, the view will remain intact for you to return to later. However, if you log out and then return to the Pipeline, the default view will display. If you do not save a view, it will not be available in the Pipeline View dropdown list.

ClosedSelect a Pipeline view

To select a Pipeline View, select an option from the Pipeline View dropdown list. Custom Pipeline Views are always listed alphabetically at the top of the list. Standard Pipeline Views are listed below those views.

ClosedCreate and save a custom Pipeline view 

Any time you want to save a Pipeline View, click the Save icon next to the Pipeline View dropdown list. The view will contain your All Loans or My Loans selection, current search filter, columns, column order, and sorting option.

  1. Once you have set up the Pipeline to your specifications, click the Save icon.

  2. Select Save as.

    The Update the current view option is available only for custom Pipeline Views. You cannot save or update a standard Pipeline View.

  3. Type the name of the view.

  4. Clear the Set as my default view checkbox if you do not want to set this view as the default view that displays when you log in to Encompass and view the Pipeline.

  5. Click Save.

You will not be prompted to save your Pipeline changes when you log out. If you log out without saving your changes, your Pipeline will return to its previous configuration when you log back in.

ClosedCreate a view based on simple search filters

  1. Type all or part of a search term (text or numerals) into a blank field above a column, and then press Enter or click anywhere on the Pipeline below the column fields.

    • Or, select an operator (if available) from the list, and then enter a number. For example, >= 25,000 (greater than or equal to 25,000). Then press Enter or click anywhere on the Pipeline below the column fields.

    • Or, select an option from a column field's dropdown list.

      You can also search using multiple terms by typing search terms in one or more blank fields and then selecting options from one or more field dropdown lists.

  2. Click the Save icon, and then save the view as described above.

    The view is added to the Pipeline View dropdown list. Select this view any time you want to apply this search filter to your Pipeline.

ClosedCreate a view based on advanced search filters

  1. Click the Advanced Search button to open the Advanced Search window.

  2. Click the New icon to open the Add/Edit Search Filter window.

    Use the New icon to insert a filter at the bottom of the list. To insert a filter above a selected filter, click Insert, and then define the new filter as described below.

  3. Click the Find icon.

  4. On the Select Field window, double-click to select a field from the list.

    • Or, type one or more characters and click Find. Encompass jumps to the first occurrence in any column.

  5. Select an Operator, enter (or select) a Value, and then click OK.

    • The Operator and Value define how the field will be used to search for loans. For example: Field ID= 1109 (Loan Amount), Operator = Greater than, Value = 250000.

  6. Repeat steps 1 through 5 to add more filters.

  7. You can use parentheses to control the order in which multiple filters are evaluated. Click Parentheses, select the filters to group, click the New icon, and then click OK.

  8. Click Apply.

    The loans that match your search criteria are displayed.

  9. Click the Save icon, and then save the view as described above.

    The view is added to the Pipeline View dropdown list. Select this view any time you want to apply this search filter to your Pipeline.

ClosedWorking with filters

  • To switch the qualifier (Joint) between multiple filters, click AND/OR.

  • To view filters in a statement format, click View Filter.

  • To edit a filter, click the Edit icon , make required changes, and then click OK.

  • To delete a selected filter, click the Delete icon , and then click Yes in response to the confirmation message.

ClosedReset view

  1. To discard any un-saved changes you make to a view, click the Reset icon.

  2. Click Yes in response to the confirmation message.

    The view will be restored to the last saved settings.

ClosedClear Pipeline filters

  • Click Clear to remove all filters from the Pipeline. All of the loans in your Pipeline (in the current Loan Folder) will display.

    When you select an option from the Pipeline View dropdown list, only loans that match the view's criteria are displayed. If you click Clear, all of the loans in your Pipeline (in the current Loan Folder) will display.

ClosedCustomize columns

  1. Right-click a column header, and then click Customize Columns.

  2. To remove a column from the Pipeline, clear the corresponding checkbox. To add a column, select the corresponding checkbox.

    • To find a specific column, type all or part of the column name in the text box and click Find.

  3. To change the column order, select a column from the list, and then click the up arrow or down arrow to move the column up or down in the list. The column at the top of the list displays on the far left of the Pipeline. The remaining columns display from left to right according to their list order.

     You can also open the Pipeline and use a drag-and-drop operation to change the column order. Change the width of a column by positioning the pointer to display the double-headed arrow, and then drag to the desired size.

  4. When finished, click OK.

See Also

Manage Pipeline Views