Active Pipeline
| Address | Status | Turn Time | Program | Client | Loan Amount | Structure | LO | Actions |
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👤 Prospects
🌱 Leads
👁️ Rate Watch - Daily Monitoring
Loans flagged for daily rate monitoring before locking. Click "📈 Track" to log rates.
| Property / Client | Status | Program | Loan Amount | Target Rate | Current Rate | LO | Days | Actions |
|---|
🏠 Appraisal Tracker
| Property / Client | Loan Status | Appraisal Status | AMC | Ordered | Due Back | Appraiser | Inspection | Value |
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📋 All Tasks
| Task | Loan / Client | Assigned To | Assigned By | Due Date | Status | Actions |
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🟠 On Hold
| Property / Client | Type | Program | Loan Amount | Rate | LTV | Status |
|---|
✅ Closed Loans
| Property / Client | Program ↕ | Amount ↕ | Rate ↕ | Comm. ↕ | Closed ↓ | Prepay ↕ | Prepay Left ↕ | Maturity ↕ | Mat. Date | Time Left |
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❌ Dead Loans
| Property / Client | Type | Program | Loan Amount | Rate | LTV | Status |
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Lenders
| Lender Name | Processing Fee | Underwriting Fee | Doc Prep Fee | Other Fees | Notes | Actions |
|---|---|---|---|---|---|---|
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Company Logins
Team Members
| Name | Role | Commission % | Actions | View As |
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👥 Clients
| Client Name | Total Loans | Active | Closed | Total Volume |
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📇 Contacts
| Name | Company | Category | Position | Phone | Notes | Actions |
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📊 Closed Loans - Bookkeeping & Compliance
| Paid | Compliance | PC | CC | Loan Amount | Commission | State | Fund | Address | Client Name | Loan Type | Closed Date | Rate | LO | Processor |
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🛡️ Admin - All Loans
| Address | Status | Turn Time | Program | Client | Loan Amount | Structure | LO |
|---|