The Dashboard gives your team a real-time view of your intake pipeline — how many applications are coming in, where they are in the flow, and which vendors and customers are driving volume. It's not a portfolio or servicing dashboard; approval, funding, and delinquency data live in your LOS.

Pipeline KPIs

Dashboard KPI cards showing the intake pipeline at a glance

The top of the dashboard shows the four numbers that matter most for intake:

• Total Applications — How many applications are currently in your pipeline
• Pipeline Value — Total dollar value of applications in progress
• Approval Rate — Of the applications you've sent to the LOS, what share came back approved (fed back from your LOS or CRM integration)
• Avg Decision Time — Average time from application arrival to being marked Ready for the LOS

Application Funnel

Application funnel showing conversion from intake through LOS hand-off

Track how applications move through each intake status so you can spot where deals are getting stuck:

1. Draft — Just arrived, being processed by AI
2. Incomplete — Waiting on missing fields or documents
3. Ready — Clean and ready to hand off to the LOS
4. Sent — Pushed to the LOS for underwriting
5. Archived — Closed out

The funnel shows how many deals sit at each stage and the drop-off between stages, so your team can focus chase effort where it moves the most volume.