Pipeline Overview

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

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.