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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)

Sample screen shot of Pipeline

report continuation

Sample screen shot of Pipeline report sc

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

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