Release notes: Launching Pipelines
essentialsIntroducing Deal Pipelines
We’re making deal management even simpler by introducing deal pipelines into our platform. You can now create custom pipelines to manage your deal flow. View all of your deals in one place, see which stage each deal is in and mark when a deal has been completed.
essentialsCreate your custom pipeline
Create a new pipeline by specifying the stages required to complete the transaction, such as ‘identified’, ‘indicative terms’, ‘heads of terms’, ‘formal offer’, ‘legals’ and ‘completion’. You customize the stages to fit your process, so that your pipelines are specifically tailored to your process.
essentialsQuick add deal
Quick add deal allows you to add a deal by only including basic deal info. Use this feature when you want to add a deal to your pipeline but have limited deal info. Add additional details when you are ready to source lenders later.
essentialsUpdate deal stage
When your deal progresses, you can easily move your deal along your pipeline. Simply drag a deal to a new stage when you are ready. The easy-to-use drag and drop feature helps you to stay on top of each and every deal.
essentialsMonitor multiple pipelines at once
You can create multiple pipelines for different deal types. For example, you can have one pipeline focused on equity deals and a different pipeline for debt deals. You can also make separate pipelines for different funding types, including development loans, investment loans, bridging loans, buy-to-let loans or commercial mortgages.
essentialsSwitch to deal list view
Easily navigate between your pipelines and your deal list. When you’re finished viewing your pipelines, you can switch to your deal list to view your deals sorted by term length, amount, LTV or update time. By utilising both features, you will always be up to date on deal developments.