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› › › Pipeline

In the Pipeline area information about all submitted application forms is saved. Here administrator can see:

-applicant name
-type of submitted application (pdf or online),
-application status (new, reviewed, closed or declined),
-administrator application status (administrator can note if he’d reviewed, closed or declined the loan request),
-loan amount
-date.

All notes can be sorted by applicant’s name, application type, status and date.

Note: When you click “Schedule closing” button, My Notices area will be opened. Here you’ll specify the certain time and date to schedule closing with this person.