Client Management
Loan Applications
Task Management
Pending Client Action 3
John Smith - Upload Pay Stub
ConventionalDue: Tomorrow
Lisa Rodriguez - Bank Statements
FHADue: Today
Michael Brown - VA Certificate
VADue: Today
Ready for Review 2
Mary Johnson - Bank Statements
ConventionalUploaded: 2 hours ago
David Wilson - W2 Form
USDAUploaded: 1 hour ago
Underwriting 1
John Smith - Application Review
ConventionalStarted: 1 day ago
Loan Type Management
Conventional
Active
📋 8 active clients
⏰ 3 pending tasks
Required Tasks:
- Pay Stub (Last 30 days)
- Bank Statements (3 months)
- W2 Forms (2 years)
- Tax Returns (2 years)
- Credit Report
- Appraisal
FHA
Active
📋 5 active clients
⏰ 2 pending tasks
Required Tasks:
- Pay Stub (Last 30 days)
- Bank Statements (2 months)
- W2 Forms (2 years)
- Tax Returns (2 years)
- Credit Report
- FHA Case Number
- Appraisal
VA
Active
📋 3 active clients
⏰ 1 pending task
Required Tasks:
- VA Certificate of Eligibility
- Pay Stub (Last 30 days)
- Bank Statements (2 months)
- W2 Forms (2 years)
- Tax Returns (2 years)
- Credit Report
- VA Appraisal
USDA
Active
📋 2 active clients
⏰ 1 pending task
Required Tasks:
- Pay Stub (Last 30 days)
- Bank Statements (2 months)
- W2 Forms (2 years)
- Tax Returns (2 years)
- Credit Report
- USDA Eligibility
- Appraisal
Task Summary by Loan Type
Conventional
3 tasks
FHA
2 tasks
VA
1 task
USDA
1 task
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Loan Types
Task Templates
Document Types
Status Options
Analytics & Reporting
24
Total Clients
18
Active Loans
2.3 days
Avg Response Time
94%
Client Satisfaction
Recent Activity
Document Uploaded
John Smith uploaded pay stub
2 min ago
Message Sent
Lisa Rodriguez sent a message
15 min ago
Task Completed
Michael Johnson completed all tasks
1 hour ago
Document Uploaded
Mary Johnson uploaded bank statements
2 hours ago