Underwriting 8 - Pipeline Management

Underwriting 8 - Pipeline Management

Pipeline Management


View the video or read the article below:




Installer Pipeline View

HDM Portal > Deals > Installer Pipeline

This view allows you to see projects that are in different stages all on the same page. 


Find Newly Signed Customer
HDM Portal > Deals > NTP Stage
This will list all projects in the NTP Stage.

To narrow-down the projects listed
Search icon > NTP Stage Status > Contains > Select a stage from the list > Search (at bottom)

You can search for the following stage statuses:
  1. Cancelled
  2. Incomplete
  3. Locked for Review
  4. NTP Approved
  5. NTP Rejected
  6. On Hold
  7. Ready to Submit

More Searches

To see rejected jobs:
Search icon > NTP Stage Status > Contains > NTP Rejected > Search (at bottom)
This will narrow the results to just your rejected jobs.
Click right on a project's documents to go directly to the NTP page to load the correct docs.

To see Projects in M1:
HDM Portal > Deals > M1 Stage
Search icon > M1 Stage Status > Contains > M1 rejected Rejected > Search (at bottom)

To see projects in M2:
HDM Portal > Deals > M2 Stage
Search icon > M2 Stage Status > Contains > M2 rejected Rejected > Search (at bottom)

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