Loan Pipeline

Modified on Thu, 22 May at 6:30 PM

The Loan Pipeline provides a convenient location to create or view Loan Applications.

Fields

  • Loan File: loan number in the Loan Origination System (LOS)
    • Pending indicates it hasn't been sent to the LOS
  • Borrower: borrower and co-borrower name, email, and
  • Loan Info: Basic information about the loan file, including property address and loan purpose
  • Tasks: Count of tasks in each status
  • Status: Stage of the application status
    • App started: Loan has not been submitted to the LOS
    • All other statuses: returned from the LOS

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