Example settings for lenders, advisors, and other financial services firms. Use them as a starting point: rename, add, or skip anything that doesn't fit how you work. For what each setting does and the order to set them up, see Set Up Your Pipeline CRM Account.
Pipelines
Give each product its own pipeline with its own stages, for example Loans, Retirement Accounts, and Insurance.
Set it up: Multiple Pipelines
Custom fields
| Field | Record | Type | Options | | --- | --- | --- | --- | | Loan Purpose | Deal | Dropdown | Purchase, Refinance | | Loan Amount | Deal | Currency | | | Interest Rate | Deal | Number | | | Account Type | Deal | Dropdown | 403(b), IRA, Roth IRA, Non-Qualified | | Advance Status | Deal | Dropdown | Active, Defaulted, Not Performing, Paid | | Application Date | Deal | Date | | | Commission | Deal | Currency | | | Monthly Rent or Mortgage | Person | Currency | | | Pay Cycle | Deal | Dropdown | Monthly, Quarterly, Annual | | Preferred Contact Method | Person | Dropdown | Office phone, Mobile phone, Email, Text, Other |
Set it up: Create and Manage Custom Fields
Custom field groups
- Application
- 401(k) / IRA Details
- Feedback Request
- Industry
Grouping fields by stage of the process makes each one quicker to find on the record. Set it up: Custom Field Groups
Person statuses
- Attended Webinar
- Application Pending
- Approved
- Withdrawn
Set it up: Person Statuses
Tags
- Owner
- Agent
- Broker
- Investor
- Realtor
Set it up: Tag Companies, People, and Deals
Lead sources
- Referral from a CPA
- Banker
- Affiliate
- Conference
- Acquisition
- Competitor
Set it up: Lead Sources
Activity categories
- Loan Inquiry
- Invoice
- Mutual Funds
- Insurance
Set it up: Activity Categories
Task and event types
- Portfolio Review
- Sales Meeting
- Commercial Outreach
Set it up: Task & Event Settings
Automations
| Name | Record | Trigger | What it does | | --- | --- | --- | --- | | Pre-Closing Email | Deal | Updated | Creates a task to email all parties 7 days before closing | | Ready for Underwriting | Deal | Updated | Creates a task for underwriters to review a new deal | | Declined In House | Deal | Updated | Alerts the deal owner when internal underwriting declines a deal | | Documents Required | Deal | Updated | Creates follow-up tasks to collect missing documents | | Funded | Deal | Updated | Creates tasks to send a thank-you and ask for a review | | Export Was Run | Export | Run | Notifies chosen users whenever someone runs an export |
Set it up: Automations Overview. How many automations you can create depends on your plan.
Need help? Contact support at customercare@pipelinecrm.com.