Pipeline
Active Loans
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Needs Attention -- Files stalled 5+ days in the same stage
Docs Awaiting Review -- Borrower uploads pending processor review
Closing This Month -- Prep CTC, CTC, and Closing files
Total Volume -- Combined active pipeline volume
Stage Distribution
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Stage
Pipeline Scenarios On Hold Funded/Closed
Attention Start Date Borrower Subject Property Type Stage Lender Program Broker Loan Loan #
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Full File
Open in Portal
Deal Summary
Borrower
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Property
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Type
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Stage
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Lender
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Program
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Loan Amount
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Loan #
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Loan Summary
Documents
Broker Info
Insurance
Property Manager
Loan Summary
Loan Documents
Add a file to Loan Documents
Drag files here or browse to upload them directly into the Full File.
Accepted: PDF, images, Word, and Excel files.
Broker Information
Insurance Information
Property Manager Information
Processor Worklist
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Open full file
Actions
Handle the next processor touchpoint without leaving the pipeline.
Reminder sends use the existing borrower reminder API and stamp the latest send time for the attention column.
Document Review
Approve or reject borrower uploads without leaving the pipeline table.
Processor Workspace
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Open full file
Deal Summary
Borrower —
Property —
Loan Amount —
Lender —
Program —
Loan # —
Controls
Use @ to mention a teammate. Saving appends the task to the activity log and keeps the pipeline worklist current.
Edit Loan
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