Application pipeline by status List
Count applications by recorded status and organization.
Use recorded statuses, dates and provider identities to review loan work.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 26 | ||
| Review | 13 | 50% | |
| Authorized | 9 | 69% | |
| Submitted | 6 | 67% |
Sample totals per stage
Count applications by recorded status and organization.
Group application principal by organization and borrower.
Show decisions, reasons and decision dates for each reviewer.
Compare scenario status and principal by application.
Show dated ledger and available balances for each loan account.
List exception movements with provider event identity and received amount.
Identify received movements still awaiting an application match.
Group recorded operation results and failure reasons by action.
Start free, then use Proto to change fields, steps and approvals before your team goes live.