This guide walks you through managing your mortgage pipeline on the Scoreboard page. The pipeline consists of five main tabs: Leads, TBD, Active, Post-Close and Post-Canceled. Each tab corresponds to a specific stage in the borrower journey.
Note: Loan Status Option under the Pipeline tab will display only for the Mortgage Industry users.
Pipeline Stages and How to Update Them
Leads
Definition: Initial conversations with potential borrowers who have not started or completed an application.
How to Add:
Click Add (or Edit) Contact. To add contact click the "+ Add lead" in the pipeline tab.
In the contact popup, Choose a contact or create a new contact. Enter the potential loan amount in the "Transaction Potential" field and save the contact.
TBD
Definition: If a contact has a loan status of "application started" or "submitted" and it is tied to the role "borrower," it will be displayed in the pipeline tab.
How to Add:
Click Add Transaction. To add a transaction, click the + icon in the pipeline tab.
Add the transaction, Input the loan amount. And set the "Loan Status" to Application Started or Application Submitted.
Automatic Update: Once a Contact's loan status is marked as Application Started or Application Submitted, they are automatically moved to the TBD tab.
Active
Definition: Borrowers with loans marked as "processing" in any of the Loan Status fields.
Automatic Update: Once a borrower’s loan is marked as processing, they are automatically moved to the Active tab.
4. Post-Close
Definition: Completed loans that have been funded.
Automatic Update: When a loan is marked as "Funded" in the Loan Status field, the "Funded Date" becomes mandatory.
The funded amount is also added to your production tracker on the scoreboard.
5. Post Canceled
Definition: Canceled or Declined Loans.
Automatic Update: When a loan is marked as "Canceled" or "Declined" in the Loan Status field, the borrower is moved to Post-Canceled.
6. Advanced Filter
Click the filter option to filter the Transaction-based details.
Apply the filter condition as "Loan purpose is Purchase"
Then, click the 'Apply' button to filter the relevant transaction records.
Note: You can add more conditions to filter by adding "+" icon in the smart filter.
Know more about editing an existing transactions in mortgage pipeline.
Auto-Move Selling System Categories on Loan Status Changes
The Selling System Category in Accountable CRM can update automatically based on loan status changes. Its behavior depends on whether automations are configured:
No Selling System Automation Configured
When there are no automations defined based on the Selling System:
The system automatically updates the Selling System Category based on the loan status change.
Selling System Automation Configured
If automation(s) are configured that interact with Selling System categories:
These automations are triggered first when the loan status changes.
After automation execution, the system will apply the default auto-move logic for Selling System Categories (if applicable).
Example:
When the Loan Status changes from
"Application Started"to"Processing":The system automatically sets the Selling System Category to "New Client".
If there's an automation configured (e.g., to add or remove the
"New Client"category), that automation is executed during this transition.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support