Your behind-the-scenes pipeline. Steps go in order — you can override, but it takes a deliberate confirm so no one skips ahead by accident.
What the lender needs to clear this loan to close. Drag across Outstanding → In progress → Cleared.
0 of 0 cleared
0% · path to clear-to-close
Things your team does for this client (call borrower, order appraisal) — separate from the underwriter conditions above. Drag across To do → Doing → Done.
Open the Google Drive folder, or add quick-view files to read right here.
