Application Pipeline List
Which requests are still being prepared, awaiting review or approved, and how do requested amounts compare with approved amounts?
- Bank + Lending + Insurance
- Reports and lending operations
Reports for the questions your team asks
Explain requested credit, confirmed funding and servicing exceptions from their records.
Overview×
Bank + Lending + Insurance · Overview
Bank + Lending + Insurance dashboard
This quarter
Bundled applications in view
6Total requested credit usd
3,410Submitted at in 14 days
2Loan applications by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 44 | ||
| Submitted | 24 | 55% | |
| Under review | 15 | 63% | |
| Approved | 10 | 67% |
Requested amount by status
Sample totals per stage
Questions to answer
Borrower Exposure Grouped
What outstanding principal belongs to each borrower, and which accounts need attention because of their status or days past due?
Credit Decision History Grouped
Who reviewed each revision, what did they decide and which conditions or reasons explain the result?
Verified Funding Grouped
Which released tranches have confirmed provider evidence, and how do they compare with the account's disbursed principal?
Installment Collection Position Grouped
What is due on the applicable schedule, what has been allocated and which allocations have been reversed?
Operational Exceptions List
Which operations still need investigation because the result failed or its expected effect cannot be confirmed?
More reports
Bundled Review Outcomes List
Group bundled applications by Status and Organization and show requested credit USD and decision at without interpreting approval as insurance issuance.
Servicing Change History List
List loan changes by change type and effective date with Loan, Reason, approved by and prior schedule version.
Set up Bank + Lending + Insurance your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.