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LENDER Article - View your pipeline
LENDER Article - View your pipeline

See what applications your brokers are working on. Help them to structure the deal.

Liz avatar
Written by Liz
Updated over 7 years ago

It's possible to review your pipeline in Loanapp. As soon as a Broker creates a new application, you have visibility of it under the Broker Apps tab.

The applications 'In Progress' have not yet been submitted to you. 

You have the ability to open an application in View Mode, by double clicking on it.

Once you are in the application, The Precursor tab will provide you with all the information about the Broker/Brokerage who is working on this application.

Clicking on the Current Situation and New Requirements tabs will show you how much the Broker has entered so far. 

Be proactive and ring your brokers to ask them about specific files they are working on.  With View Only mode, you can see what the broker sees. Discuss the file with them and guide them through the best way to structure it.

Having visibility of their deal prior to submission is a great sales tool.

Become an expert in Loanapp yourself, so that you can assist your brokers. They in turn will become experts and, who knows, your pipeline may grow as well!

NB: broker applications coming through some Aggregator channels may not be visible in Loanapp until they are submitted. In this case, they will be visible under the Received Apps tab.

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