{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/c12cb37e05c04dc6adbb9918fadec81a\" frameborder=\"0\" width=\"1982\" height=\"1486\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1486,"width":1982,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1486,"thumbnail_width":1982,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/c12cb37e05c04dc6adbb9918fadec81a-d06367f88fc49778.gif","duration":493.187,"title":"BrokerPlus Explainer - Customizing Deal Boards","description":"This Loom explains how to customize deal boards in BrokerPlus to match a broker’s deal pipeline. Viewers can use board settings to edit each board’s name and description, limit allowed deal types, and define stages that appear as draggable columns across the top. The speaker recommends structuring stages such as intake, docs collecting, finalize underwriting, pre-approval, plus declined or expired stages, and shows how to reorder, delete, recolor, or add stages. Stage options include read-only and assistant-controlled behavior for suggesting stage moves, and participants can be added to deals. The Loom also briefly mentions using tags, such as a refinance tag, to filter deals."}