Automated pipeline reports are sent Monday through Friday:

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Branch Manager receives 3 versions of the report -
 

    a) Rolling 18 months for entire branch showing current month pipeline, plus last 17 months,             including locked and funded totals for each month and for each year

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    b) Current month and next month's Pipeline for the entire branch

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    c) Current month and next month for Branch Manager only

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Loan Officers receive 1 version of the report - 
 

    a) Current month and next month for their own loans

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Color coding notes: 

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• When a loan funds, then entire transaction line is auto updated to light green

 

• Red fill on dates means a ‘Needed’ or due by date has passed for that element and it has not been completed yet

 

• Yellow fill on an actual date means the element was completed but completed late when compared to the Needed Date

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Pipeline report snapshot. Fields included can be customized.  (No real data - sample data only)