How to Use the Active Pipeline In KPIs?

The system automatically calculates and displays the total number of applications that are currently in the “Application Submitted” loan status within the Pipeline TBD tab. Along with the application count, the system also calculates total transaction amount associated with those applications.
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Only applications that contain a Application Submitted Date will be considered for both the application count and transaction amount calculations. Applications without an Application Submitted Date will be excluded from the submitted pipeline metrics to ensure accurate reporting and data consistency.

The system calculates the total number of applications where the Loan Status is marked as “Processing” within the Active tab. The system automatically sums the total transaction amount for all applications currently under the processing stage.
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This allows users to monitor loans actively being processed and provides clear visibility into the current processing workload and transaction value within the pipeline.
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The system calculates and displays the total number of applications where the Loan Status is marked to “Underwriting” within the Active Pipeline tab. It also calculates the transaction amount for all applications currently under the underwriting stage.
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This feature helps teams easily track loans undergoing underwriting review and provides better insight into the volume and value of applications pending approval decisions.

The system calculates the total number of applications where the Loan Status is marked as “Approved” within the Active Pipeline tab. Additionally, the total transaction amount for all approved applications is automatically calculated and displayed.
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This enables users to quickly monitor approved loan volumes, evaluate approval performance, and track the overall approved transaction value within the active pipeline.

The system calculates the total number of applications where the Loan Status is categorized under “Closing” within the Active Pipeline tab. The combined transaction amount for all closing-stage applications is also calculated and displayed automatically.
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This provides users with clear visibility into loans that are nearing completion, helping teams monitor upcoming closings and forecast finalized transaction volumes more effectively.