Mortgage Broker Pipeline
Redcedar Home Loans · Mortgage broker · Charlotte, NC
Concetta Ruiz processes loan files for a small mortgage brokerage and uses this to see which files close this month, which conditions are still open, which locks end soon and which referral partners to call. Tracking only; it holds no rates or financial advice.
Use this templateBy status
LoansAdebayo purchase
Peacock purchase
Moreau refinance
Tanaka new construction
Lindqvist purchase
Abara cash-out refinance
Castellano purchase
Volkov-Hale purchase
Tables
Loans
8 sample rows · 17 columnsEach file from pre-approval to funding, with lock and closing dates.
| Loan | Borrower | Referred by | Purpose | Loan type | Loan amount | Stage |
|---|---|---|---|---|---|---|
| Lindqvist purchase | Marisol and Anders Lindqvist | Valentina Brooks-Ndlovu | $412,000 | Underwriting | ||
| Adebayo purchase | Oluwaseun Adebayo | Aiyana Redwood | $286,000 | Pre-approval | ||
| Tanaka new construction | Beatrix Tanaka | Thaddeus Ingram | $545,000 | Processing | ||
| Moreau refinance | Cassius and Odette Moreau | Cormac Bellweather | $338,000 | Application | ||
| Castellano purchase | Imelda Castellano | Valentina Brooks-Ndlovu | $364,000 | Funded | ||
| Abara cash-out refinance | Thelonius Abara | Philippa Osei | $295,000 | Clear to close | ||
| Peacock purchase | Rosalind Peacock | Desmond Achterberg | $910,000 | Pre-approval | ||
| Volkov-Hale purchase | Dmitri Volkov-Hale | Aiyana Redwood | $378,000 | Lost |
Conditions
10 sample rows · 9 columnsItems underwriting or the processor needs before a file can close.
| Condition | Loan | Kind | Status | Needed by | Owner | Mark requested |
|---|---|---|---|---|---|---|
| Updated pay stubs - Lindqvist | Lindqvist purchase | Requested | Oct 18, 2026 | @installer | — | |
| Bank statements - Lindqvist | Lindqvist purchase | Open | Oct 14, 2026 | @installer | — | |
| Homeowner insurance binder - Lindqvist | Lindqvist purchase | Open | Oct 27, 2026 | — | — | |
| Appraisal review - Tanaka | Tanaka new construction | Requested | Oct 16, 2026 | @installer | — | |
| Explanation letter - Tanaka | Tanaka new construction | Received | Oct 16, 2026 | — | — | |
| Title commitment - Abara | Abara cash-out refinance | Open | Oct 17, 2026 | @installer | — | |
| Employment verification - Abara | Abara cash-out refinance | Cleared | Oct 12, 2026 | — | — | |
| Gift letter - Adebayo | Adebayo purchase | Open | Nov 1, 2026 | — | — | |
| Payoff statement - Moreau | Moreau refinance | Requested | Oct 22, 2026 | — | — | |
| Bank statements - Castellano | Castellano purchase | Cleared | Aug 29, 2026 | — | — |
Borrowers
8 sample rows · 8 columnsPeople and households in the pipeline or past clients.
| Borrower | Status | Phone | Source | Loan officer | Start loan file | |
|---|---|---|---|---|---|---|
| Marisol and Anders Lindqvist | (704) 555-0141 | lindqvists@mailbox-demo.net | Geraldine Fairweather | — | ||
| Oluwaseun Adebayo | (704) 555-0142 | seun.a@mailbox-demo.net | Ravi Subramanian | — | ||
| Beatrix Tanaka | (704) 555-0143 | beatrix.t@mailbox-demo.net | Ravi Subramanian | — | ||
| Cassius and Odette Moreau | (704) 555-0144 | moreaus@mailbox-demo.net | Geraldine Fairweather | — | ||
| Imelda Castellano | (704) 555-0145 | imelda.c@mailbox-demo.net | Geraldine Fairweather | — | ||
| Thelonius Abara | (704) 555-0146 | theo.a@mailbox-demo.net | Ravi Subramanian | — | ||
| Rosalind Peacock | (704) 555-0147 | rosalind.p@mailbox-demo.net | Ravi Subramanian | — | ||
| Dmitri Volkov-Hale | (704) 555-0148 | dmitri.vh@mailbox-demo.net | Geraldine Fairweather | — |
Referral partners
6 sample rows · 9 columnsAgents and advisers who send borrowers.
| Referral partner | Company | Kind | Phone | Last contact | Next touch | |
|---|---|---|---|---|---|---|
| Valentina Brooks-Ndlovu | Harborstone Realty | (704) 555-0131 | valentina@harborstonerealty.net | Oct 8, 2026 | Oct 15, 2026 | |
| Desmond Achterberg | Keystone Title Counsel | (704) 555-0132 | desmond@keystonetitle.net | Sep 13, 2026 | Oct 15, 2026 | |
| Aiyana Redwood | Lakeview Realty | (704) 555-0133 | aiyana@lakeviewrealty.net | Sep 28, 2026 | Oct 26, 2026 | |
| Thaddeus Ingram | Ingram Custom Homes | (704) 555-0134 | thad@ingramcustomhomes.net | Sep 3, 2026 | Oct 8, 2026 | |
| Philippa Osei | Clearwater Planning | (704) 555-0135 | philippa@clearwaterplanning.net | Oct 4, 2026 | Nov 3, 2026 | |
| Cormac Bellweather | Redbud Realty Group | (704) 555-0136 | cormac@redbudrealty.net | Oct 13, 2026 | Nov 11, 2026 |
Also included
- Move to processing
- Move to underwriting
- Clear to close
- Mark funded
- Mark requested
- Mark received
- Mark cleared
Related templates
- Appraisal firmKestrelmoor Bend Appraisal4 tables · 5 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 agentLinked tables
- Commercial leasingHale and Orrin Retail Leasing4 tables · 6 views · 2 forms · 1 dimension set · 1 digest · 1 notification · 1 stage rule set · 1 agentTimeline
- Property management companyUpperbrook Bend Property Management4 tables · 6 views · 2 forms · 2 dimension sets · 1 digest · 2 stage rule sets · 1 row action · 1 agentBoards
- Real estate brokerageTanager Hill Realty5 tables · 6 views · 2 forms · 3 dimension sets · 1 document · 1 notification · 1 stage rule set · 1 row action · 1 agentBoards
- Real Estate BrokerageHarborstone Realty5 tables · 22 views · 1 form · 7 row actions · 1 agentLinked tables
- Real estate investorFernhollow Heights Holdings4 tables · 6 views · 2 forms · 2 dimension sets · 1 digest · 1 notification · 2 stage rule sets · 1 agentBoards