Description
Use the CRM Kanban board to track, filter, and manage your opportunities from lead through to settlement.
The Kanban board gives you a visual view of your pipeline so you can prioritise work, monitor deadlines, and take action quickly without opening individual opportunities.
What is the Kanban board?
The Kanban board displays your leads and applications as tiles across multiple columns. Each column represents an opportunity status based on your configured workflow.
Each tile shows key details at a glance and allows you to take action directly from the board
Understand the board layout
Each column represents a stage in your opportunity workflow.
Each tile represents a single opportunity.
As opportunities progress, tiles move from left to right. This makes it easy to see what needs attention, what is coming up next, and what is close to key deadlines.
Filter and customise your view
Use the filters panel
The filters panel on the left lets you narrow the board to show only relevant opportunities.
You can filter by:
Transaction type (for example, home loans)
User (assigned broker or team member)
Lender
You can also:
Save a filter setup as a view
Clear filters to return to the full board
Tip: Saved views help you switch quickly between personal pipelines and team-wide workflows.
Note: If the "My Workspace" filter is enabled, it may restrict the Kanban board to only pinned items. Untick this option to view all opportunities.
Use the quick filter bar
The quick filter bar at the top of the board lets you search instantly by:
Opportunity name
Applicant name
Lender
Broker
This is useful when you need to find an opportunity quickly during a client call or team meeting.
Sort opportunities to set priorities
Sort the entire board
Use Sort board by in the left panel to apply the same sorting rule across all columns.
You can sort by:
Settlement due date
Finance due date
Pre-approval expiry date
Loan amount
Status change date
Lender name
Opportunity name
Last modified date
Creation date
Each option can be sorted oldest to newest or newest to oldest, where applicable.
Sort individual columns
You can also sort each column independently using the sort option in the column header. This allows you to prioritise opportunities differently at each stage of your workflow.
Understand opportunity tiles
Each tile shows critical information so you can manage work without opening the opportunity.
Tiles include:
Opportunity name
Applicant name(s)
Lender
Broker name
Loan amount
Pre-approval expiry date
Finance due date
Settlement due date
Visual indicators showing days remaining to key deadlines
Take action from a tile
You can manage work directly from the Kanban board using tile actions.
Available actions include:
Create note to record updates or conversations
Create task to set reminders or assign follow-ups
Move to branch to transfer the opportunity to another branch or team
These actions help you stay organised and collaborate without leaving the board.
Troubleshooting visibility issues
If you are experiencing visibility issues with opportunities on the CRM Kanban board or other views, these may be caused by filters, branch restrictions, or cached data. Below are common causes and steps to resolve these issues:
Common Causes of Visibility Issues
Filters Limiting Displayed Opportunities:
The "My Workspace" filter may restrict the Kanban board to only pinned items. Untick this option to view all opportunities.
Status filters on the Kanban board may not be set. Ensure you select specific statuses (e.g., Open, In Progress, Won) to populate the board.
Transaction Type filters in the Enquiry > Client Centre Kanban view can hide files. Clear these filters to restore visibility.
Branch Restrictions:
Users restricted to a virtual branch will only see records for that branch. To access broader opportunity lists, ensure your user permissions allow viewing "All Branches."
A branch filter may limit search results. Set the filter to "All Branches" to expand visibility.
Cached Data Issues:
Cached data can cause outdated or incomplete information to display. Perform a hard reload of the app to refresh cached data:
On Windows: Press
Ctrl + Shift + ROn Mac: Press
Cmd (⌘) + Shift + R
Reopen the app and try again.
Step-by-Step Troubleshooting Guide
Check and Clear Filters:
Open the Kanban board or relevant view.
Untick the "My Workspace" filter if enabled.
Clear all filters, including Status and Transaction Type filters.
Reselect the desired statuses or transaction types to display relevant opportunities.
Verify Branch Settings:
Navigate to the branch filter settings.
Set the filter to "All Branches" to ensure no opportunities are hidden due to branch restrictions.
Refresh the Application:
Perform a hard reload to clear cached data and refresh the app.
Reopen the app and check if the issue is resolved.
Adjust Status Filters on the Kanban Board:
Open the status/filter settings in the Kanban view.
Select specific statuses (e.g., Open, In Progress, Won, Lost) to populate the board.
By following these steps, you can resolve most visibility issues in the CRM system and ensure all relevant opportunities are displayed.
Why use the Kanban board?
The Kanban board helps you:
Visualise your entire pipeline in one place
Identify urgent opportunities and upcoming deadlines
Prioritise work using filters and sorting
Collaborate more effectively with team members
Reduce time spent searching for opportunities
Tips for getting the most value
Save multiple views for different workflows, such as settlements due this month or pre-approvals nearing expiry.
Use the quick filter bar during calls to find opportunities instantly.
Keep notes and tasks up to date so nothing falls through the cracks.
Need help?
If you need help using the Kanban board, contact your Partnership Manager or email [email protected]