Sample Automated Pipeline Report- Not all fields shown. This is an excerpt.
Pipeline report snapshot. Fields included can be customized. (No real data - sample data only)
Color coding notes:
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