Introduction:
Workflow automation is a key feature of Lender’s platform, designed to streamline mortgage processes and improve operational efficiency. A central component of this automation is the Pipelines interface. This article will explore what Pipelines are, how they function, and their benefits in the loan origination process.
What are Pipelines?
Pipelines are designed to be the single place where users can see all the work they need to perform and what is expected of them. This tabbed interface provides users with access to multiple pipelines, each capable of displaying Loans, Tasks, or Conditions. Users can have several pipelines of each type, allowing for an organized and comprehensive view of their work. Pipelines help track all work items in progress and let users know which tasks are waiting for their action or completion.
The user-aware design of Pipelines ensures that each user sees only the relevant loans, tasks, or conditions that require their attention. This reduces clutter and increases focus, helping users efficiently manage their responsibilities and maintain a clear overview of their workload.
Core Features of Pipelines:
Single Access Point:
Pipelines serve as a central hub where users can view all their assigned work, providing a comprehensive overview of their tasks and responsibilities.
Tabbed Interface:
The interface is organized into tabs defined by the company, representing the main points in the workflow that require user action. These tabs create buckets to organize work, showing relevant tasks, loans, or conditions in each bucket.
User-Aware:
Pipelines are user-aware, meaning they show the relevant loans, tasks, or conditions for the specific user. This ensures that each user sees only what they need to work on, reducing clutter and increasing focus.
Customizable Views:
Pipelines can be customized to fit the specific needs of your organization. You can define which pipelines are available, what information they display, and how they are organized. This flexibility allows you to tailor the interface to match your unique business processes.
Real-Time Updates:
Pipelines are updated in real-time, ensuring that users always have access to the most current information. This helps keep workflows moving smoothly and prevents delays.
Examples of Pipelines:
Loans I Need to Approve:
This pipeline shows a list of loans that require the user's approval. It provides a clear overview of pending approvals, helping users prioritize their tasks and ensure timely processing.
Conditions I Need to Sign Off:
This pipeline displays conditions that need the user's sign-off. By presenting these conditions in a dedicated view, it simplifies the process of reviewing and signing off on required conditions.
Tasks Assigned to Me:
This pipeline lists all tasks assigned to the user, providing a comprehensive view of their responsibilities. It helps users manage their workload effectively and ensures that no tasks are overlooked.
Benefits of Using Pipelines:
Efficiency:
By presenting relevant information in a user-friendly interface, Pipelines help users quickly access and act on the items that require their attention, saving time and effort.
Focus:
The user-aware design of Pipelines ensures that users see only the information relevant to their role, reducing distractions and helping them stay focused on their tasks.
Customization:
The ability to customize Pipelines allows organizations to tailor the interface to their specific needs, enhancing overall effectiveness.
Real-Time Information:
With real-time updates, users always have access to the most current information, helping them make informed decisions and keep workflows moving smoothly.