See the details that matter on every deal card, plus pipeline totals and recent activity, without opening a lead.
Who this is for: Brokers
Choose which filters appear
Go to Leads and click View Settings (beside the auto-expand toggle).
Under Advanced Filters, switch on the filters you want, such as Approval Date, Lender, Lodgement Type, Partner, Referral Source, Settlement Date or State. Switch off any you don't use.
Choose what shows on each deal card
In Kanban view, click View Settings.
Under Fields, switch on what you want to see, for example Loan Amount, Lender, Settlement Date, Documents Progress, Last Activity, Referral Source or Overdue.
The fields appear on every card straight away.
Pipeline totals and recent activity
The Kanban toolbar shows the total dollar value and number of leads for the selected board. Switch boards to compare.
Click the Activity icon on a card to see the latest 5 activities, or up to 3 recent tasks or notes, without opening the lead.
Hide empty stages
Click the auto-collapse icon on the right of the Leads page to hide stages that don't match your search, or lock stages open.
For platform admins: broker business filters
Filter | Answers |
|---|---|
Broker Business (Lead) | Which business owns this lead? Use it for source and performance views. |
Broker Business (Assigned Broker) | Which business is working on this lead? Use it for workload views. |
Need a hand?
Email [email protected] and our team will get back to you.