Pipeline Ops

Investment Lending CRM

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

Company / Entity name

EIN #

Entity creation date

Company NMLS ID

Address

Follow-ups

Needs attention

Activity volume

This month—

Year to date—

Lifetime—

Calls this month—

Emails this month—

Opportunities

Created this month

—

Submitted to Ops this month

—

Converted lifetime

—

Contacts by stage

—Cold

—Warm

—Deal Review

—Active Investor

Name	Company	Stage	Last contact	Calls	Emails	Source

Contact	Entity	Loan type	Est. amount	Stage	Status	Created

Name	Company	Type	Phone	Email	Referred	Converted

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