You asked for it and now you’ve got it. Point 8.0 has a new Loan Pipeline View screen that shows you the loans you are working on.
The pipeline view gives you quick access to the loans you need the most. They can be grouped automatically by status or you can manually add loans to your view regardless of status.
You can even set up your Point desktop to default to the pipeline view to make sure you see what you want to see first!
Pipeline view is only available in 8.0 so make sure you update your software.
If you enable the Pipeline View, others users still on Point 7.6 or an earlier version will not be able to search for any existing loans on files you share with them. For this reason, every user you share files with should update to 8.0 before Pipeline View is enabled.