⚠️ Note: Arive API is not returning funded/close dates for some loans. Counts marked "+N no date" reflect loans without date data. Refresh from Arive to populate exact dates.
Closed Volume by Month ($k)
Closed Loans by LO
Closed by Loan Type
🗓️ Anticipated to Close This Month
Borrower
Type
Amount
LO
Status
Expected Close
Days Until
Property
📅 Closed This Week (WTD)
Borrower
Type
Purpose
Amount
LO
Status
Close Date
Days to Fund
✅ Closed This Month (MTD)
Borrower
Type
Purpose
Amount
LO
Status
Close Date
Days to Fund
📋 All Closed Loans
Borrower ↕
Type
Purpose
Amount ↕
LO
Status
Close Date ↕
Days to Fund
Property
LO Loan Table
Borrower
Type
Purpose
Amount
Status
LO
App Date
Close Date
Funded Date
Monthly Funded Volume ($)
Loans Funded per Month
Cost Per Loan Analysis (estimates — connect QuickBooks for actuals)
Revenue Breakdown by Loan Type
Loan Type
Count
Total Volume
Avg Loan Size
Funded Count
Est. Revenue
LO Revenue Attribution
Loan Officer
Funded Loans
Funded Volume
Pipeline Value
Est. Revenue
Avg Loan Size
Construction Loans by Stage
Construction Volume by LO
🏗️ Construction Pipeline
Borrower
Type
Amount
LO
Status
App Date
Expected Close
Property
Revenue by LO ($)
Revenue by Loan Type
Monthly Revenue Trend
💵 Cost Per Loan Analysis
LO Revenue Breakdown
Loan Officer
Loans Funded
Total Volume
Avg Loan Size
Est. Revenue (BPS)
Est. Revenue (Per Loan)
Total Est. Revenue
Revenue by Loan Type
Loan Type
Count (Active)
Count (Funded)
Total Volume
Avg Loan Size
Est. Revenue
Pull-Through Rate
Pipeline by Loan Type
Funded by Loan Type
Volume by Loan Type ($k)
Loan Product Mix Detail
Loan Type
Active Count
Funded Count
Total Count
Active Volume
Funded Volume
Avg Size
Pull-Through %
Loan Purpose Mix
Purchase vs Refinance
Volume by Loan Type ($k)
Funded Loans by Type
Lender & Investor Performance by Loan Type
Loan Type
Active Loans
Funded Loans
Total Volume
Funded Volume
Avg Loan Size
Pull-Through
Avg Days to Fund
Non-Delegated Correspondent
Loans by Age Bucket (Days in Pipeline)
Average Days in Pipeline by Stage
⚠️ Stale Loans (30+ Days in Current Stage)
Borrower
Type
Amount
LO
Status
App Date
Days in Pipeline
Risk Level
📋 Full Pipeline with Age Analysis
Borrower
Type
Amount
LO
Status
App Date
Days Active
Lock Exp.
Risk
Pipeline Stage Funnel
Pull-Through Rate by LO
Stage-by-Stage Conversion
Stage
Count
Volume
% of Total Pipeline
Conversion to Next
LO Pull-Through Analysis
Loan Officer
Total Loans
Active Pipeline
Funded
Adverse/Cancelled
Pull-Through Rate
Active Pipeline Value
NonQM Pipeline by Stage
NonQM Volume by LO
🌐 NonQM Loans
Borrower
Type
Amount
LO
Status
App Date
Expected Close
Property
Monthly Originations (Count)
Monthly Volume ($k)
Originations by LO
Monthly Origination Summary
Month
Originations
Volume
Avg Loan Size
Funded
Funded Volume
Pull-Through
LO Origination Tracker
Loan Officer
Total Originated
This Month
Last Month
YTD
Total Volume
Avg per Month
⭐ Priority Closing List
Loans ranked by closing probability — focus here to maximize this month's revenue
🏆 Priority Score Guide
● Score 90+ = Clear to Close (fund NOW)● Score 70-89 = Cond. Approved / Re-Submitted (close soon)● Score 50-69 = Pre-Approved / Disclosed (pipeline)● Score <50 = Early stage
