Pipeline data
Total Pipeline—
Application—
Processing—
Approval—
Clear to Close—
Active Deals—
This month
Loans funded
—
Volume funded
—
Year to date
Loans funded
—
Total volume funded
—
Lifetime
Total loans funded (all time)
—
Total volume (all time)
—
Recent funded loans
| Borrower | Type | Lender | Amount | Rate | Closed |
|---|
Total Pipeline
Application
Processing
Approval
Clear to Close
Active deals
Follow-ups due today
| Borrower / Entity | Address | Type | Lender | Amount | Rate | Status | Needs | Appraisal due | Title | Insurance | Close date | Notes |
|---|
| Borrower / Entity | Type | Lender | Amount | Rate | Term | LTV | Close date | Property address |
|---|
Controls what happens when someone tries to add a contact or borrower who already exists on the other side (CRM ↔ Pipeline). Contacts are the one record that crosses both sides of the app.
"Warn + offer link" shows a prompt with the matching record and lets the user choose to link to it or create a new separate contact.