Activity Categories: Keep Your Data in Line
Activity categories make it easy to sort, filter, and report on the types of records you create. They help you see trends and stay organized.
Examples:
- Invoice
- Mutual Funds
- Insurance
- Loan Inquiry
Custom Field Groups: Structure Your Workflow
Custom field groups let you organize related fields, making it easier to find and manage information on each record profile.
Popular Groups:
- Feedback Request
- 401k / IRA Info
- Application
- Industry
Custom Fields: Personalize Your Data
Tailor your Pipeline account with custom fields at the company, deal, or person level. Track the details that matter for your business.
Examples:
| Field Name | Type | Entries |
|---|---|---|
| Loan Purpose | Dropdown | Purchase, Refinance |
| Interest Rate | Text | |
| Account Type | Dropdown | 403(b), IRA, ROTH IRA, Non-Qualified |
| Advance Status | Dropdown | Active, Defaulted, Not Performing, Paid |
| Amount Owed In Rent/Mortgage | Currency | |
| Application Date | Date | |
| Commission | Currency | |
| Loan Amount | Currency | |
| Pay Cycle | Dropdown | Monthly, Quarterly, Annual |
| Preferred Method of Contact | Dropdown | Office phone, Mobile phone, Email, Text, Other |
Person Statuses: Track Relationships Easily
Person statuses help you quickly assess your relationship with each contact. Create as many as you need to stay organized.
Examples:
- Application Pending
- Approved
- Attended Webinar
- Withdrawn
Person Tags: Flexible Labeling
Tags allow you to group people by attributes or keywords. There’s no limit to how many tags you can use.
Sample Tags:
- Owner
- Agent
- Broker
- Investor
- Realtor
Sources: Track Your Lead Origins
Knowing where your leads come from helps you measure marketing success.
Common Sources:
- Acquisition
- Affiliate
- Banker
- Competitor
- Conference
- CPA
For more information on lead sources, click here.
Pipelines & Stages: Guide Your Client’s Journey
Multiple pipelines let you manage different products and services, each with its own process.
How it works:
- Create pipelines for each product or service.
- Define unique stages for every pipeline.
- Track deals as they move through each phase.
Task and Event Categories: Stay Organized
Categorize reminders and events to keep your workflow smooth and focused.
Examples:
- Commercial Outreach
- Sales Meeting
- Portfolio Review
Automations: Let Pipeline CRM Work for You
Automations handle repetitive tasks so you can focus on your clients. Set up triggers to keep your team on track.
Sample Automations:
| Name | Type | Trigger | Description |
|---|---|---|---|
| PreClosing Email | Deal | Update | Sets a task to send pre-closing email to all parties 7 days prior. |
| Export Was Run | Export | Create | Notifies specific users when exports are run. |
| Underwriting: Declined In House | Deal | Update | Alerts deal owner when a deal is declined by internal underwriting. |
| Underwriting: Ready For Underwriting | Deal | Update | Sets a task for underwriters to review new deals. |
| Funded | Deal | Update | Creates tasks to send thank you and set up reviews. |
| Application Received, Documents Required | Deal | Update | Creates follow-up tasks for required documentation. |
Key Takeaways
- Use categories and tags for fast filtering and reporting.
- Customize fields and groups to fit your workflow.
- Automate routine tasks to boost productivity.
- Keep formatting clean for easy reading—short paragraphs, plenty of white space, and bold highlights where it counts.