Blend has the ability to sort columns in ascending or descending order. You can do so by clicking on the Column Label (Such as “Last Activity” or "Application Status") and your loans will be sorted in Descending order. Press the label again for ascending order.
Blend has the ability to add additional categories to your columns to customize the set of data that you see on your Pipeline. This feature allows you to drill down on useful information that you may require at a glance. These columns are sortable for your organizational needs and are a very useful way of sorting additional information about the loans in your pipeline.
Blend offers the ability to filter your loans based on specific criteria. This function can be found in the top right corner of the pipeline view. Blend also gives you the ability to sort loans by Unassigned Loan Officer (a frequently requested feature). Once you select a filter, a number will appear over the filter icon to indicate how many filters are currently being used. To remove the filters, press on the dropdown menu and click the “X”.
We now offer the ability to rearrange columns to fit the users desired order.
To rearrange the columns, click the "customize" button in the top-right corner of the pipeline, and drag-and-drop the columns to suit your preference.