“Loans” Report in Navigation Bar

Track all current and existing loans across multiple borrowers in a single location. The “Loans” report shows all quick app current loans as well as additional loans added via the “Loans” tab within the record details page. Filter by loan status, purpose, and loan amount to drill down on your current loan pipeline. The pipeline is organized by the “Loan Status” field located in the “Quick App” and “Loans” tabs.

Loan Report Organization

  1. Loan Application

  2. Ready for Docs (Docs Ordered)

  3. Docs Requested

  4. Docs Received

  5. Submitted to Underwriting

  6. Appraisal Ordered

  7. Appraisal Inspection Scheduled

  8. Appraisal Received

  9. Initial Underwriting Approval Received

  10. Submitted to Investor

  11. Conditions Submitted

  12. Conditional Approval

  13. Approval

  14. Final Approval – Clear to Close

  15. Closing Disclosure (CD) Issued

  16. Disclosures Received

  17. Closing Instructions Sent to Title Company

  18. Closed/Funded

  19. Cancelled

  20. Suspended

Within the record details pages, we’ve added the ability to add more loans to your borrower’s profile. Track more loans and swap out current working loans that are on the quick app with existing loans via the “Loans” tab.

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