Pipeline: Customize & Rearrange Columns

Pipeline: Customize & Rearrange Columns

As a user in Command Center, you can customize the columns listed and rearrange the layout in your pipeline view. The new layout will automatically be saved until you want to make further adjustments. 




Add/Remove Columns

      1. Click on the Columns drop-down and select key fields you want to display in your pipeline view. 
     2. Check and/or uncheck the appropriate fields. 
     3. The columns(s) will appear in the pipeline. 


Rearrange Columns

      1. Click + hold the header column until you get this icon  . Drag the column to the appropriate order. 


      2. Rearrange other columns as needed. The column layout will be automatically be saved. 





    • Related Articles

    • Pipeline Overview

      The Pipeline is the starting point for viewing key loan information and initiating tasks for loans in Encompass. It can help you quickly see the statuses of your loans and how fast it is moving along the loan application process.  From the Pipeline, ...
    • How to Add and Rearrange a Reporting Widget on Your Dashboard

      Reporting widgets help provide a visual representation of a specific data criteria. AFN Command Center provides an array of reports and filter options that are specific to each user's role. Users are able to customize the layout of reporting widgets ...
    • Pipeline: Lender Credit Request

      Loan Officers and Producing Branch Managers can quickly request Lender Credits in Command Center's Pipeline to cover some of the borrower's mortgage-related closing costs on the loan.  Request Lender Credit       1. Navigate to Pipeline from the ...
    • Pipeline: Request Lock Extensions

      Producing Branch Managers and Loan Officers can request Lock Extensions in Command Center to quickly guarantee the current rate of interest on a home loan while the borrower proceeds through the purchase and closing process.  Request Lock Extensions ...
    • How to Remove a Reporting Widget on Your Dashboard

      Reporting widgets help provide a visual representation of a specific data criteria. AFN Command Center provides an array of reports and filter options that are specific to each user’s role. As a user, you are able to customize the layout of your ...