Pipeline Module

Keeps track of all loan inquiries and loan applications
Integrate fully with existing borrower tracking in DLM

Defines key stages of progress from inquiry through loan approval
Define milestones along the application process (examples of milestones: inquiry, application received, under review, approved, deferred, denied, withdrawn, etc.)

Monitors each applicant’s progress through stages
Tag stages of development for each applicant and record contact dates

Produces reports on all applicants in the pipeline
See who has inquired and how many applicants are in each stage of development; inquire by date range or application stage