Application pipeline by status List
Group loan applications by Status and sum amount USD for each stage.
- Lending Platform
- Reports and analytics
Reports for the questions your team asks
Answer pipeline, decision, movement and exception questions from linked records.
Overview×
Lending Platform · Overview
Lending Platform dashboard
This quarter
Underwriting reviews in view
6Total revision
4,420Submitted
6Submitted at in 14 days
4Loan applications by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 48 | ||
| Review | 15 | 31% | |
| Authorized | 3 | 20% | |
| Submitted | 1 | 33% |
Amount USD by status
Sample totals per stage
More reports
Pending underwriting review List
List underwriting reviews in Draft or Submitted by Organization and submitted at.
Credit decision history List
Show review decisions by Decision, Reviewer and decided at against their application.
Disbursement movements List
Sum Disbursements.amount USD by Account and Direction.
Repayment matching exceptions List
Show Repayments in Unmatched or Exception by Account and occurred at.
Account balance history List
Compare loan account snapshots.ledger USD and available USD by Account and as of.
Operation outcomes List
Group operation receipts by result state and Action, with occurred at for follow-up.
Borrower lending activity Grouped
Follow Borrowers to loan applications through Counterparty and loan accounts through Owner.
Set up Lending Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.