Custom Pipeline Views

Update: 4/29 Users need to have "edit system config" role permission enabled in order to leverage custom pipeline views.

Dates Available: Beta 4/14, Prod 5/12

Which customers are impacted?: All lenders. 

Required?: Yes, this is a required release. Required releases are features that Blend wants to standardize in the codebase, and typically do not require additional configuration.

How to turn on: This feature will be automatically enabled on the dates listed above.

Purpose of Update and Benefit: This release makes Custom Pipeline Views generally available to all customers with access to the Lender UI. The feature has been available as an opt-in capability for several years and is now being standardized across the platform. As part of this change, Blend has re-architected the backend search infrastructure that powers the Lender UI pipeline, enabling lenders to create and save custom views of their pipeline to better organize and filter their work.

Current Behavior: The pipeline displays a tabbed navigation with two fixed views: "All" and "Archived."

New Behavior: The tab navigation is replaced with a dropdown selector. The dropdown includes the existing "All" and "Archived" views, as well as the ability to create and manage custom pipeline views. There is an updated "new loan" button and some font and spacing updates. The "new loan" language has been updated to "new application" to accommodate for the various types of applications being processed. Additionally, the search bar UI has been updated so that there is a white outline to visually enhance the modal. All existing pipeline functionality remains unchanged but saved views from the previous pipeline view will not be rolled over.

Users need to have "edit system config" role permission enabled in order to leverage custom pipeline views.

Pipeline page

Role permission for custom pipeline views 

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