Pipeline — Default Mortgage Funnel

0 active files across five phases · assign owners on the card · blocking checklist items stop a move unless an override is recorded

Lead

0 filesstages 1–4

New Lead—

Attempting Contact—

Contacted—

Qualified—

0 filesstages 5–12

Application Requested—

Application Sent—

Application Started—

Application Completed—

Preapproval Review—

Preapproved—

Property Identified—

Contract Received—

0 filesstages 13–18

Processing—

Submitted to Underwriting—

Conditional Approval—

Conditions Outstanding—

Conditions Submitted—

Final Approval—

0 filesstages 19–21

Clear to Close—

Closing Scheduled—

Closed—

0 filesstages 22–26

Funded—

Post-Closing—

Past Customer—

Nurture—

Lost or Withdrawn—