The loan pipeline is where you will manage all of your borrowers, including reviewing application and document data, making adjustments to the loan flow, and locating any additional information regarding the loan.
When a borrower applies via your landing page, all incoming applications show up in your Prospects tab for you to review. Any incomplete applications will be visible here, and depending on your settings, you may also have completed applications available for your review to proceed.
Among these options, you will have the option to see any incomplete applications that have come through to your Floify portal directly in your Prospects tab.
How to Use
From your active loan pipeline, navigate to the Prospects tab:
All loan applications will be listed there. Any incomplete applications will have an hourglass icon on the left next to the date started:
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