Dashboard
Total Pipeline
247
+12% from last weekActive Loans
184
Under processingClear to Close
23
Ready for closingLock Expiring
8
Requires attentionLoans by Status
Processor Performance
Recent Activity
Loan #2024-9876 moved to Clear to Close
Updated by Sarah Johnson • 2 minutes ago
New loan #2024-9901 assigned to John Doe
Updated by Admin • 15 minutes ago
Lock expires in 3 days for Loan #2024-9845
Alert generated • 1 hour ago
Pipeline
Active Loans
| Loan # | Borrower | Status | Loan Officer | Processor | Last Updated | Actions |
|---|---|---|---|---|---|---|
| 2024-9876 | John & Mary Johnson | Clear to Close | John Smith | Sarah Johnson | 2 hours ago | |
| 2024-9875 | Alice Brown | Conditionally Approved | Jane Doe | John Doe | 1 day ago | |
| 2024-9874 | Robert Davis | Submitted to UW | Mike Wilson | Lisa King | 3 days ago |
Showing 1 to 10 of 247 results
Loan Details
Loan #2024-9876
John & Mary Johnson - 123 Oak Street, Springfield
Loan Amount
$485,000
Interest Rate
6.75%
Lock Expires
Dec 15, 2024
Borrower Information
John Johnson
Mary Johnson
123 Oak Street, Springfield, IL 62701
$500,000
Loan Information
Conventional 30-Year Fixed
97%
43%
742
Team Assignment
John Smith
Sarah Johnson
Mike Davis
Quicken Loans
Status Timeline
Clear to Close
Dec 10, 2024 at 2:30 PM
Conditionally Approved
Dec 8, 2024 at 10:15 AM
Submitted to UW
Dec 5, 2024 at 9:00 AM
Disclosure Out
Dec 3, 2024 at 4:20 PM
Notes & Updates
Sarah Johnson
Dec 10, 2024 at 2:30 PM
Loan received clear to close. All conditions satisfied. Ready to schedule closing.
Mike Davis
Dec 8, 2024 at 10:15 AM
Underwriting complete. 3 conditions need to be cleared: updated insurance, final employment verification, and updated bank statements.
Reports
Generate Report
Status Distribution
Processor Performance
Total Loans
247
+12% vs last monthAverage Processing Time
21 days
+2 days vs last monthApproval Rate
89%
+3% vs last monthVolume Processed
$89.4M
+15% vs last monthMonthly Summary Report
| Metric | This Month | Last Month | Change | YTD |
|---|---|---|---|---|
| Total Applications | 247 | 220 | +12% | 2,847 |
| Closed Loans | 198 | 175 | +13% | 2,294 |
| Average Processing Time | 21 days | 19 days | +11% | 20 days |
| Total Volume | $89.4M | $77.8M | +15% | .02B |
Admin Tools
Import Data
Upload Arive reports to populate new loan entries
User Management
Create users and assign roles
Audit Logs
View all system changes and updates
User Management
| Name | Role | Status | Actions | |
|---|---|---|---|---|
| Sarah Johnson | sarah.johnson@company.com | Processing Manager | Active | |
| John Smith | john.smith@company.com | Loan Officer | Active | |
| Mike Wilson | mike.wilson@company.com | Loan Officer | Inactive |
Loan Assignment
Recent System Activity
Loan #2024-9876 assigned to Sarah Johnson
By Admin • 2 hours ago
User Mike Wilson activated
By Admin • 5 hours ago
Arive report uploaded with 15 new loans
By Admin • 1 day ago
Loan #2024-9875 status changed to Clear to Close
By Sarah Johnson • 2 days ago