Work the deal, step 4
I check where every deal stands
bips helps by: See every deal by stage, as a board or a list.
Deals pipeline, part of the CRM
Filter by dates, priority, lender and amount, and sort on the same fields.
What you do
- Open Deals
- Switch between board and list
- Filter and sort to the deals that matter today
In the app: CRM, Deals