Dashboard

The Dashboard is the center for providing you with an overview of the statuses of loans.

The Dashboard contains the following modules.

• Last Modified Loans. This module displays the 5, 10, or 25 loans that have been most recently modified. The number of loans that displayed can be changed using the drop-down field at the top of the module. Each loan displays the name of the borrower, the branch associated with the loan, the date and time the loan was last modified, and the status of the loan. You can also click the loan number to access the Manage Loan screen, where you can edit the details of the loan.

• Loan Report Counts. The Loan Report Counts section includes several modules that show counts for the number of loans that are in certain statuses. These modules can also be used to access the corresponding reports, where the loans included in the counts can be reviewed in more detail. To access a report for a module, click the count link.

  The following modules are included in the Loan Report Counts section.

  • 3 Day. The 3 Day module displays the number of active loans for which an application has been taken, but no Loan Estimate date is recorded.

  • 10 Day. The 10 Day module displays the number of active loans with a Loan Estimate date, but no Intent to Proceed date.

  • 30 Day. The 30 Day module displays active loans for which a credit decision has not been made within seven days of reaching 30 days since the application date. For example, a loan for which an application was taken on May 30th, but for which a credit decision has not been made by the 23rd is displayed on this module.

    Loans included in this module also do not have any of the following dates: Approve, Suspend, CTC, Closing, Funded, Purchased, Servicing, Denied, Withdrawn, Incomplete, Not Accepted.

  • Prepare CD. The Prepare CD module displays active loans with a Schedule to Close Requested date, but no CD date.

  • TrackBack CD. The TrackBack CD module displays active loans with a CD date, but no CD Received date.

  • Stale. The Stale module displays active loans that have not been modified within the last 30 days and are not in Closed or Finalized status.

• Cases in the pipeline (quantity). This module displays the number of cases (including leads and loans) that are currently in the pipeline. This module displays as a pie chart, indicating the percentage of cases that are in different pipeline statuses, such as the percentage of cases that lead, active before closing, active after closing, or finalized. The number of cases in each status displays to the right of the pie chart. The total number of cases included in the module displays at the bottom of the module.

• Cases in the pipeline (total loan amount). This module displays the total dollar amounts of cases (including leads and loans) that are currently in the pipeline. This module displays as a bar chart, indicating the total dollar amount of cases that are in different pipeline statuses, such as cases that lead, active before closing, active after closing, or finalized. Hover your mouse over a bar to see the exact amount of all cases in the corresponding status. The total loan amount of all cases included in the module displays at the bottom of the module.

• Loans by Assignment (quantity). This module displays the number of loans assigned to employees in certain roles, such as the number of loans assigned to loan officers or to underwriters. This module can help you determine where loans are in the process. This module also displays the number of loans without an assignment. This module displays as a pie chart, indicating the number of loans in each assignment type compared to all loans. The number of loans in each assignment type displays to the right of the pie chart.

• Loans by Assignment (total loan amount). This module displays the total dollar amounts of loans assigned to employees in certain roles, such as the total dollar amount of loans assigned to loan officers or to underwriters. This module displays as a bar chart, indicating the total dollar amount of loans that are in different assignment types. Hover your mouse over a bar to see the exact amount of all loans in the corresponding assignment type.

• Underwriter Work Volume (quantity). This module displays the number of loans that are in various underwriter statuses, allowing you to easily determine where loans are in the underwriting process. This module displays as a pie chart, indicating the number of loans in each status, such as Broker Condition Submission or Initial Submission, compared to all loans. The number of loans in each status displays to the right of the pie chart. The total number of loans included in the module displays at the bottom of the module.

• Underwriter Work Volume (total loan amount). This module displays the total dollar amounts of loans that are in various underwriter statuses, such as Broker Condition Submission or Initial Submission. This module displays a bar chart, indicating the total dollar amount of loans that are in different statuses. Hover your mouse over a bar to see the exact amount of all loans in the corresponding status. The total loan amount of all statuses included in the module displays at the bottom of the module.

• Loan by Status (quantity). This module displays the number of loans that are in various statuses in the loan process. This module displays as a bar chart, indicating the total number of loans that are in different statuses, such as Prospect or Closing. Hover your mouse over a bar to see the exact number of loans in the corresponding status.

• Loan by Status (total loan amount). This module displays the total dollar amounts of loans that are in various statuses in the loan process, such as Prospect or Closing. This module displays a bar chart, indicating the total dollar amount of loans that are in different statuses. Hover your mouse over a bar to see the exact amount of all loans in the corresponding status.