The Nexus Kanban board just got a powerful upgrade. In a move designed to enhance productivity and simplify workflows, you can now filter Kanban tiles by opportunity, applicant name, broker, supervisor, and lender name. This new feature is available in the CRM > Kanban section and promises to make finding and managing opportunities faster and more intuitive.

Streamlined Search Capabilities

This intuitive feature allows you and your team members to type keywords and instantly see relevant tiles, regardless of the column (status) they are in. The filter provides case-insensitive, real-time search functionality across:

• Opportunity Names: Search for opportunities using exact or partial matches.
• Applicant Names: Includes full and preferred names for up to two applicants displayed on tiles. 
• Lender Names: Matches can be made using the full lender name..
• Broker and Supervisor Names: Filter opportunities based on associated brokers or supervisors.

How It Works

• As you type, tiles that do not match the keyword are hidden, leaving only relevant opportunities visible.
• The filter behavior is real-time, ensuring a smooth and responsive user experience.
• Sticky positioning ensures the filter bar remains accessible at the top of the screen, even during board scrolling.

A Boost to Efficiency

This improvement addresses the growing need for brokers to handle large volumes of data with ease. By enabling precise and fast searches, the Kanban board becomes a more effective tool for managing opportunities and applicants.

What’s Next?

This update marks a step forward in enhancing user experience on the Kanban board. The Nexus Product team is committed to continuous improvement and is open to your feedback for further refinements.

We’d love to hear what you think! Share your feedback and suggestions through the Idea Portal.

Nexus Product Team