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.
Ready for Docs (Docs Ordered)
Submitted to Underwriting
Appraisal Inspection Scheduled
Initial Underwriting Approval Received
Submitted to Investor
Final Approval – Clear to Close
Closing Disclosure (CD) Issued
Closing Instructions Sent to Title Company
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.