Click the Move Lender Up icon 
in the Program Criteria area to move the Lender field above the Program field.
Select a lender from the Lender dropdown menu to do the following:
The Pipeline screen displays all loans for the present user. The loans are divided into stages, as well as the total amount currently at each stage. Click the My Pipeline link under the Management menu to display this screen.
See the section titled My Pipeline in the technical portion of this guide for further details.
For details on what critical stages are and mean, see Appendix: Understanding Loan Stages.
Select a program from the Program dropdown menu in the Program Criteria area of the My Pipeline screen to do the following:
Automatically populate the Lender dropdown menu with all lenders/branches in the selected program to which the user has access, according to security permissions;
Reduce the scope and amounts displayed in the Loans By Stage grid.
Select a lender from the Lender dropdown menu to display the results by a specific lender or branch. The Entity Type and City in which the lender/branch is located are automatically populated.
Click the Move Lender Up icon in the Program Criteria area to move the Lender field above the Program field.
Select a lender from the Lender dropdown menu to do the following:
Automatically populate the Entity Type and City in which the lender/branch is located;
Automatically populate the Program dropdown menu with all programs associated to the lender/branch to which the user has access according to security permissions;
Reduce the scope and amounts displayed in the Loans By Stage grid.
Select a program from the Program dropdown menu to display the results by a specific program.
Click the Drill Down button 
next to a stage to display the Loans by Stage grid and all the loans within the stage.
Select a loan and click the Detail button in the Action bar to display the loan details. (See the section titled Loan Details for information on the subsequent Loan Details screens.)
Once finished with the loan details, click the Reset button in the Action bar to reset all fields and return the My Pipeline screen to its original state, or click the Drill Up button 
to return to Stages.