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
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