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Submitted
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Underwriting
Prep CTC
CTC
Closing
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Borrower
Subject Property
Type
Stage
Lender
Program
Appraisal
Broker
Loan Amount
Loan #
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Full File
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Deal Summary
Borrower
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Property
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Lender
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Program
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Loan Amount
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Loan #
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Loan Summary
Documents
Broker Info
Insurance
Property Manager
Loan Summary
Lender Submission Package
Add a file to Loan Documents
Drag files here or browse to upload them directly into the Full File.
Browse Files
Accepted: PDF, images, Word, and Excel files.
Broker Information
First Name
Last Name
Company
License #
Phone
Email
Insurance Information
Insurance Provider
Agent Name
Agent Phone
Agent Email
Policy #
Coverage Amount
Policy Expiry
Policy Type
Send EOI Request
Property Manager Information
First Name
Last Name
Company
Phone
Email
License #
Processor Worklist
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Actions
Handle the next processor touchpoint without leaving the pipeline.
Stage
Reminder Email
Update Stage
Send Reminder
Reminder sends use the existing borrower reminder API and stamp the latest send time for the attention column.
Scenario State
Borrower Email
Save State
Send Reminder
Document Package
Optionally choose a borrower checklist package to pre-configure the Borrower Portal before submitting to Pipeline.
Package Type
Not selected
No package selected yet.
Saved
Save Package
Optional, but recommended before submitting to Pipeline. The selected package carries into the Borrower Portal checklist.
Send Credit Link (setup required)
Submit to Pipeline
Scenario follow-up sends a standard outbound email and updates the last-action timestamp inline.
Document Review
Approve or reject borrower uploads without leaving the pipeline table.
Processor Workspace
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Open in borrower portal
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Deal Summary
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Borrower
Phone
Email
Credit Score
Borrowing Entity
Property
Property Type
Loan Amount
Purchase/Appraised Value
Lender
Program
Target Closing
Loan #
Additional Notes
Property Notes
Special Instructions
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Save
Controls
Stage
Quick Note
Save Changes
Use @ to mention a teammate. Saving appends the task to the activity log and keeps the pipeline worklist current.
Documents
Activity Log
Package
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Send Upload Link
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Borrower
Borrowing Entity
Subject Property
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Start Date
Property Type
SFR
Multi
Condo
Commercial
Stage
Submitted
Conditions
Underwriting
Prep CTC
CTC
Closing
On Hold
Funded/Closed
Lender
Program
Loan #
Appraisal Status
Not Scheduled
PMT Pending
Scheduled
PMT Received
Appraisal Date
Broker
Property Value
LTV
Loan Amount
Send EOI Request
Insurance workflow
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This feature is currently under construction.
EOI request sending will live here once the insurance outreach workflow is ready.
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