Mortgage Operations

Lending Dashboard

Manage loan pipeline, underwriting, and compliance

Active Loans
87
8.5%
Pipeline Value
$38,000,000
15.2%
Avg Processing Time
18 days
12.5%
Pull-Through Rate
78%

Pipeline Status

15
Application
22
Processing
18
Underwriting
12
Approved
8
Docs Out

Loan Pipeline

LOAN-2024-78901Approved✓Ready
Michael & Sarah Chen
123 Lakefront Drive, Chicago
$680,000
Close: 2024-12-15
Score: 100
Critical Documents (FRC Eligibility)
✓appraisal
✓title commitment
✓cd
FRC Issuedfrc:genesis:mortgage:LOAN-2024-78901:v1
LTV
80%
DTI
32%
Credit
780
Rate Lock
2024-12-10
LOAN-2024-78902Docs Out✕Blocked
David Park
456 Oak Street, Evanston
$420,000
Close: 2024-12-12
Score: 60
Critical Documents (FRC Eligibility)
✓appraisal
✕title commitment
✕cd
Blocking Issues:
CONTROL.MISSING.TITLE_COMMITMENT
Upload title commitment before funding can proceed
CONTROL.MISSING.CD
Upload signed closing disclosure before funding
LTV
75%
DTI
28%
Credit
750
Rate Lock
2024-12-08
LOAN-2024-78903Processing!Warning
Lisa Wong
789 River Road, Naperville
$555,000
Close: 2024-12-20
Score: 80
Critical Documents (FRC Eligibility)
✓appraisal
✓title commitment
✓cd
LTV
85%
DTI
38%
Credit
720
Rate Lock
2024-12-12
LOAN-2024-78904Underwriting○Pending
Robert & Maria Garcia
321 Elm Court, Schaumburg
$520,000
Close: 2024-12-10
Score: 50
Critical Documents (FRC Eligibility)
✕appraisal
✕title commitment
✕cd
LTV
90%
DTI
35%
Credit
740
Rate Lock
2024-12-05

Rate Lock Alerts

MTG-0159
Expires Nov 28
2d
MTG-0157
Expires Dec 01
5d
MTG-0156
Expires Dec 05
9d

Product Mix

Conventional
45 loans
$18,500,000
FHA
22 loans
$6,800,000
VA
12 loans
$4,200,000
Jumbo
8 loans
$8,500,000

Compliance

TRID Compliance
98.5%
Target: 99%
HMDA Accuracy
99.2%
Target: 99%
QC Pass Rate
96.8%
Target: 95%
Docs Complete
94.1%
Target: 98%

Underwriter Load

Jennifer Adams12/15
Michael Torres14/15
Susan Kim8/15