The Pipeline Report displays key information about loan files in the Lender's pipeline.
For a loan to appear in this report: The Create or Import date of the loan file must be between the Funded Date Range selected.
Include Cancelled Loans check box is available if cancelled loans are to be included in the report findings.
Include Pre-approval Loans check box is available if pre-approval loans are to be included in the report findings.
Users have the ability to filter the report results by Institution, Channel, Account Executive and Regional Manager. For the Institution and Account Executive fields, begin typing in the name of the field response and the field options will appear as a rolodex. The Channel field is a drop-down list with all available Channels to select from or select All Channels. If multiple channels need to be selected, click the link Multiple Selection and the box with the specific Channels will expand to display all available Channels. To select more than one Channel, hold down the Ctrl key the keyboard and click all applicable Channels.
Narrow the results by selecting a user from the Assigned To drop-down list. Only users assigned to loans as a lender (processor, underwriter, closer, and so on) will appear in the Assigned To drop-down list.
Narrow results by selecting a specific loan status form the Loan Status drop-down list or keep the Loan Status to All Statuses for loan files with all loan statuses to be included in the report.
Include Archived Loans check box is available to be marked if archived loans are to be included in the report findings.
A Date Range can be selected and will be the date range that determines the loan files that will fall into the report based on the create or import date of the loan.
Tip: The report will include loans by the true creation date of the loan file in MortgageLOS.
Enter in the Records/Page amount which can range between ten and two hundred.
Click Submit after all applicable information has been entered.
Pipeline Report results will display.
A Printer Friendly Version link will display and if clicked, users will have the ability to print the report results.
The Beginning Date and End Date previously entered on the Report Filter will display in the upper left corner of the screen along with the Total Loans included in the report and the Total Loans Volume of all loan files in the report.
A Return to Report Filter link will display and if clicked, the user will return to the report filter to make changes and re-run the report.
The Report results will display with the following parameters: Item Description, Loan Count, Loan Number, Institution, Institution Number, Loan Officer, Borrower, Total Loan Amount, Loan Status, AU Results, Lock Date, Lock Period, Lock Expiration, Product Code, Product Name, LTV, Funded Date, Estimated Closing Date, Archived, Property Street, Property City, Property State, Property Zip, Created Date.
To Export the report in CSV format, click the button in the upper left corner of the screen, Export CSV. To review the report, click the Download Report link. To save the report to a local computer, right-click the Download Report link and click Save Target As.
To Export the report in Tab format, click the button in the upper left corner of the screen, Export Tab. To review the report, click the Download Report link. To save the report to a local computer, right-click the Download Report link and click Save Target As.