DEMO ENVIRONMENT — All borrower data is fictitious (FNMA test cases). Not a real loan system.
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Pipeline Overview

June 2026
Active Loans
7
$2.86M total volume
In Underwriting
3
$1.47M · 3 conditional approvals issued
Closing This Month
2
Next: Goodloan — 06/12
Locks Expiring ≤ 14 Days
2
Goodloan expires 06/19

Pipeline by Stage

7 loans · $2.86M
Application
1 · $0.34M
Processing
1 · $0.41M
In Underwriting
3 · $1.47M
Clear to Close
1 · $0.45M
Closing
1 · $0.20M
Bar length is stage volume relative to the largest stage. Click a stat card above to open the loan list.

Funded Volume — Last 6 Months

$12.93M YTD · 38 units
$1.84M
Jan
$2.21M
Feb
$1.67M
Mar
$2.93M
Apr
$3.10M
May
$1.18M
Jun
June is month-to-date — 2 closings scheduled (Goodloan 06/12, Veteran 06/19).

My Tasks

8 open · 3 overdue
  • Order payoff demand from Summit Mortgage
    Homeowner — 1000242155
     Overdue
  • Review updated paystub (05/15)
    Firstimer — 1000241008
     Due today
  • Clear PTD condition 1.4 — HOI binder
    Firstimer — 1000241008
     Due today
  • Chase LOE on cash-out proceeds & 401(k) statement
    Selfridge — 1000242044
     Due today
  • Chase business bank statements — LOC exclusion (1.6)
    Builder — 1000242287
     Overdue
  • Re-quote Heritage payoff through the 06/17 disbursement (2.4)
    Goodloan — 1000240791
     Overdue
  • Chase signed Intent to Proceed — blocks appraisal
    Customer — 1000242301
     Due today
  • Complete verbal VOE before closing (PTC 2.1)
    Veteran — 1000241877
     Jun 17

Rate Locks

6 active locks
BorrowerRateExpiresDays Left
Goodloan, Gregory5.990%06/19/20268 days
Veteran, Victoria6.125%06/20/20269 days
Firstimer, Alice6.625%06/27/202616 days
Homeowner, John & Mary6.375%07/08/202627 days
Selfridge, Samuel6.875%07/25/202644 days
Builder, Bonnie6.500%08/01/202651 days · extended
2 locks expire within 14 days · Builder's lock was extended 30 days (07/02 → 08/01) to reach her 07/31 closing · Customer is not yet locked.

Upcoming Closings

Next 30 days
BorrowerAmountDateStatus
Goodloan, Gregory$197,40006/12/2026Docs Out
Veteran, Victoria$451,00006/19/2026Clear to Close
Firstimer, Alice$288,00007/10/2026Conditional
Closing figures are confirmed with Premier Title & Escrow 48 hours prior.

Recent Activity

All loans
  • PN
    Priya Natarajan issued conditional approval — Builder (1000242287)
    Today, 9:42 AM
  • DU
    Desktop Underwriter® resubmission: Approve/Eligible — Firstimer (1000241008)
    Today, 8:15 AM
  • MR
    Marcus Reyes locked 6.875% / 45 days — Selfridge (1000242044)
    Yesterday, 4:30 PM
  • SY
    Appraisal received from ClearValue AMC — Builder, value $1,216,000
    Yesterday, 11:08 AM
  • DW
    You uploaded Bank Statements — Joint Checking & Savings — Homeowner (1000242155)
    Jun 9, 2:51 PM
  • SY
    Final Closing Disclosure acknowledged by borrower — Goodloan (1000240791)
    Jun 9, 10:22 AM