The Pipeline screen can now be arranged per user. You choose which fields appear and in what order, and the layout is yours alone — it does not change what anyone else sees.
Where it lives
The Pipeline screen. Use the Columns button to add fields, remove them, or move them around. Columns and filters are two separate controls: this article covers the Columns picker, and the Filters drawer next to it is covered in article 62, filtering and sorting the pipeline.
Task counts on the pipeline
Among the fields you can add are per-status task counts for each loan — outstanding, pending, completed and rejected — together with a small coloured chart, so you can read where a file stands without opening it.
Finding another officer's loans
There is no longer a separate Loan Officer selector on the pipeline itself. That selector was replaced by the pipeline search, and the officer lookup then returned as a dedicated Loan Officer filter in the Filters drawer. It is no longer admin-only: loan officers, LOAs and processors have it as well, within whatever loans they are already allowed to see.
Searching
Pressing Enter in the pipeline search box adds what you typed as a filter chip. If it looks as though the search is holding on to a previous term, that is the chip and not a defect — remove the chip to clear it.
The field list is deliberately short for now
The picker currently offers a fixed set of pre-defined fields drawn from the currently mapped database. This is intentional: a reduced set is in place so the feature can be exercised in production before the full list is released. A much larger set of mapped Encompass fields is planned across the next two releases, including the commonly used milestone and file dates.
If the field you want is missing
It is far more likely to be in the expanded set than absent by design. Note which fields you need and raise them with your account team so they are covered when the wider list arrives, rather than opening a ticket per field.
Sorting
Sorting the pipeline by loan number works normally.