Pull-Through Rate measures the percentage of loan applications that successfully reach the Funded stage within a given period. It is a key indicator of pipeline efficiency and conversion health.
Steps to Use The Pull - Through Rate
Pull-Through Rate (Month-over-Month Comparison)
How It Is Calculated
Pull-Through Rate = Total Funded Loans /Total Applications Submitted
Total Funded Loans - Count of loans where the Funded Date falls within the selected date range.
Total Applications Submitted - Count of loans where the Submitted Date falls within the selected date range.
Date Range Logic
The system always compares Current Month against Last Month using a day -matched range:
Example (as of January 28, 2026):
Current Month → January 1 – January 28, 2026
Last Month → December 1 – December 28, 2025
How the Improved Stats Are Displayed
The KPI shows the current month's rate, along with a change indicator versus last month.
Example:
Current Month Pull-Through Rate: 70%
Last Month Pull-Through Rate: 65%
Displayed State: +5% vs. last month
Note:
- Upward arrow - Indicates that the current month’s performance is higher than the previous month’s.
- Downward arrow - Indicates that the current month’s performance is lower than the previous month’s.
- Neutral arrow - Indicates that performance remains the same for both months.
Both the funded date and the submitted date must fall within their respective date ranges for accurate counting. The comparison is always automatic - no manual date selection is needed.
Learn More about how to use the Day to close.
Learn More about how to use the Fallout rate.
If you have any further questions, feel free to reach out to our coach on call - our team is always ready to assist.
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