Pipeline Value
$4.82M
Good evening, Daniel
Saturday · May 16 · You're $240K away from this month's goal
Loans Closed (MTD)
7
Close Rate
42%
Avg Days in Pipeline
21
Pipeline Health Score
79
Healthy & growing
Your pipeline velocity is up. 3 deals need attention.
14Active loans
3Stalled
2Hot leads
Monthly GoalOn Track
$640K/ $1.0M
Achievements7 / 24
🏆First Deal
⚡Rate Slayer
🔥3-Day Streak
💎$1M Month
🎯Bullseye
🚀Fast Close
👑Top Producer
🔒10 Deals/Mo
🔒$2M Month
🔒Perfect Week
🔒Marathon
🔒Untouchable
Pipeline Velocity · 30D
Top Producers · MayMock data
1
Maya Chen
11 loans · $4.2M
$4.2M
2
Jordan Reyes
9 loans · $3.6M
$3.6M
3
Sam Patel
8 loans · $2.9M
$2.9M
4
Daniel Castro (you)
7 loans · $2.4M
$2.4M
5
Alex Morgan
6 loans · $1.9M
$1.9M
Pipeline
Drag cards to move stages · Lead Inbox merges into New Leads
New Leads
5
Ramirez, Carlos
Mo'Money92
Nguyen, Linh
Web Lead74
Pre-Qual
3
Johnson, Mark
Pre-Approval88
Application
4
Patel, Anjali
Realtor Ref91
Submitted
2
Brown, Sarah
Lock 3d72
Underwriting
3
Garcia, Luis
Stalled 8d58
Clear to Close
2
Williams, Tom
CTC96
Funded
7
Davis, Emily
Funded100
Post-Close
12
Lee, Hannah
Closed100
Prospect Pipeline Pre-Submission
Mo’Money → Paper Chaser · Drag cards between stages · drop files to attach
| Borrower | Stage | Lead Heat | Loan Amount | Mortgage Balance | Cash Out | LTV | Property Value | Rate | Program | Property | Score | Lead Created | Lineage Date | Updated | Archive reason |
|---|
Client Pipeline Post-Submission
Disclosures signed → Funded · Track lock, appraisal, title, conditions, CD timing
| Borrower | Loan # | Stage | Loan Amount | Program | R/T-CO-PUR | Lender | Lender Loan # | Lock | Conditions | CD | Appr | Date Submitted | Phone | CD Date |
|---|
Loan Workspace
Live calc · multi-scenario · comparison · amortization · rate-vs-LTV
Loan InputsConv
Escrows & MI
Borrower / DTI
Total PITILTV —
$0
Principal & Interest$0
Taxes$0
Insurance$0
HOA$0
Mortgage Insurance$0
Base Loan$0LTV —
Final Loan (financed)$0UFMIP —
DTI—Front / Back
Cash to Close$0DP + Closing – Credits
Total Interest (life)$0APR est. —
Payoff Date—— yrs
Amortization — Balance & Cumulative Interest
| # | Date | Payment | Principal | Interest | Balance |
|---|
Rate vs LTV — Scenario MapAll scenarios
Side-by-Side Scenario Comparison0 scenarios
| Metric |
|---|
Borrowers
Profiles · Co-borrowers · HMDA · Vesting · POA
Prospect Loan Dashboard
Phone workup · Real-time calculations · v1 engine intact
Terms of mortgage
% of value
Annual
Monthly
$0.00
Loan Genesis
Combined liens: $0
Occupancy
Loan application
Mid FICO
Creditor
Type
Balance
Monthly
Term
Qual %
REO
Omit
Payoff
Total monthly debts
$0.00
Total balances
$0.00
Monthly to be paid off
$0.00
Balance to be paid off
$0.00
REO net rental income (flows to DTI)
Total gross rent
$0.00
Total net rental
$0.00
Calculated results
Manage rows
Show / hide
a. Purchase Price
—
b. Alterations, improvements, repairs
—
c. Land (if acquired separately)
—
d. Refinance (incl. debts to be paid off)
—
e. Estimated Prepaid Items
$0.00
f. Estimated Closing Costs
$0.00
g. PMI, MIP, Funding Fee
$0.00
h. Discount (if borrower will pay)
$0.00
Total Cost
$0.00
j. Subordinate Financing
$0.00
k. Seller Paid Closing Cost
$0.00
n. PMI, MIP, Funding Fee financed
$0.00
o. Total Loan Amount
$0.00
p. Cash From / To Borrower
$0.00
Escrows total
$0
Monthly P/I only (no escrows)
$0
Monthly MI
$0
LTV
0.00%
DTI (front / back)
0.00%/0.00%
Total closing cost
$0
Original mortgage payment (PITI)
$0
Monthly debt & balance paid off (monthly / balance)
$0/$0
Current PITIA vs new PITIA (old / new / diff)
$0vs$0=$0
Monthly mortgage debt difference (new PITI − old PITI)
$0
Current total monthly debt obligations ⓘ
$0
Cash from / to borrower
$0
Total monthly debt obligation savings ⓘ
$0
Adjusted rent (post-vacancy)
$0
Mgmt expense
$0
DSCR qualifying payment
$0
REO net rental (DTI offset)
$0
Notes
⋮⋮
Intake notes
⋮⋮
Follow-up notes
Analytics
Funnel · Conversion · Fallout · Commission · Rate Environment
U.S. 10-Year Treasury — Rate Environment
…
Yield
—
Change
—
Day Range
—
52W Range
—
Mortgage rates track the 10Y Treasury yield closely. When it rises, refi demand cools and locked deals become more valuable.
Pipeline Volume
—
— deals
Funded (MTD)
—
— loans
Pull-Through
—
Lead → Funded
Avg Cycle
—
days lead → CTC
Conversion FunnelStage drop-off
Top Referral SourcesBy volume
Fallout / Stalled Deals—
U.S. 10-Year Treasury — 90-Day History
Historical yields are seeded (illustrative) and will be replaced with real Treasury data in Phase 7.
Win/Loss by Loan ProgramMTD
📅 Calendar
Reminders + appointments synced from your prospect cards
Possible existing borrower
Your Streak 🔥
Closing costs — Itemized fee worksheet
Origination, settlement & title fees scale with loan amount. Transfer taxes are estimated from the property state. Edit any cell or add line items as needed.
Borrowers
Edit borrower information per lender guidelines (URLA / Form 1003)
Borrower data is saved with each scenario. Required fields per Fannie Mae / Freddie Mac URLA guidelines are marked with *.
Settings
Promote to Close Encounter?
Opening this borrower will promote this Mo'Money lead into Close Encounter. Promotion is required to open the file — choose Cancel only if you do not want to open it yet.