Not every rule on a stage belongs to every deal that passes through it. A term sheet only makes sense on a commercial file; an existing lender only matters on a refinance or renewal. Stage requirements can be narrowed to the deal types they actually apply to, from the same editor that sets them.
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7:10The Deal Types BrokerPlus Recognises
Every deal carries one of eight types: Purchase, Pre-Approval, Refinance - Same Lender, Refinance - Different Lender, Renewal - Same Lender, Renewal - Different Lender, HELOC, and Reverse Mortgage. It is picked when the deal is created, and drives both the requirement scope below and which board the deal lands on.
Narrowing a Requirement to One Deal Type
In Stage requirements, each field you have added carries its own scope control, defaulting to All deals. Open it and tick the types the rule should hold for - a field ticked down to one or two types stops blocking every other kind of deal that passes through the same column. Clearing every tick returns the rule to all deals, since a requirement with no type selected at all could never be satisfied.
One Column, Different Rules for Different Deals
Scope is set per requirement, not per stage, so a single column can mix a field every deal needs with one that only applies to renewals. A deal is never asked for a field scoped away from its own type - the gate only checks the rules that either name its type or carry no scope at all.
How a Deal Type Picks Its Board
Each board's own list of allowed deal types is what a new deal's type resolves against: BrokerPlus files it onto the broker's first board, in board order, whose list includes that type. Pre-Approvals takes purchase and pre-approval deals; Approvals takes purchase, both refinance types, and HELOC; Renewals takes both renewal types; Reverse Mortgages takes only reverse mortgages. A board with no restriction at all, like Historical Deals, accepts anything. This is a default, not a fence - a deal can still be dragged onto any board regardless of its type.
What Happens When a Deal Changes Type
Changing a deal's type on its own page does not move the deal to a different board. It stays exactly where it is, even if the new type is not one the current board's allowed types name. Move it onto the right board yourself afterward if the type change means it belongs on a different pipeline.
What to Do Next
- Set Requirements on a Stage to add the fields a column asks for before scoping any of them.
- Create a Deal to see deal type picked at the point a deal is opened.
- Review Your Seeded Boards to see which deal types each of the five default boards accepts.