Loan Pipeline

Track loans through each stage of the mortgage process

Active Loans

$12.8M

Total Pipeline Volume

Avg Days

-3 days

vs last month

Closing This Week

$3.2M

Expected Volume

At Risk

Needs Attention

Stale or delayed

Pipeline Board

Drag and drop loans between stages. Click on any loan card for details.

Lead

Sarah Johnson

Conventional Purchase

123 Oak Street, Austin, TX

$425,000

LTV 80%

2 days in stage

Next Action:

Schedule consultation

Mike Chen

FHA Purchase

456 Pine Ave, Dallas, TX

$320,000

LTV 95%

5 days in stage

Next Action:

Follow up call needed

Application Started

Lisa Rodriguez

Jumbo Purchase

789 Elm St, Houston, TX

$550,000

LTV 75%

3 days in stage

Jennifer W.

Next Action:

Complete 1003 form

Processing

David Thompson

Conventional Refi

321 Maple Dr, San Antonio, TX

$380,000

LTV 70%

7 days in stage

Mark S.

Next Action:

Bank statements needed

Jennifer Wilson

VA Purchase

654 Cedar Ln, Fort Worth, TX

$275,000

LTV 100%

12 days in stage

Jennifer W.

Next Action:

COE verification

Underwriting

Robert Garcia

Conventional Purchase

987 Birch Rd, Plano, TX

$465,000

LTV 85%

4 days in stage

Mark S.

Next Action:

Awaiting UW decision

Conditionally Approved

Maria Gonzalez

FHA Purchase

147 Willow St, Arlington, TX

$395,000

LTV 96.5%

2 days in stage

Jennifer W.

Next Action:

Clear conditions

Clear to Close

James Anderson

Conventional Purchase

258 Spruce Ave, Irving, TX

$520,000

LTV 80%

1 days in stage

Mark S.

Next Action:

Schedule closing

Tomorrow

Scheduled for Closing

Patricia Lee

Conventional Refi

369 Ash Blvd, Garland, TX

$340,000

LTV 75%

3 days in stage

Jennifer W.

Next Action:

Closing tomorrow 2PM

Funded

Thomas Brown

FHA Purchase

741 Poplar St, Mesquite, TX

$285,000

LTV 96.5%

1 days in stage

Mark S.

Next Action:

Post-closing follow-up

Tomorrow

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MortgagePro CRM

Loan Pipeline