Milestone mapping

Which pipeline stages roll up into each milestone folder, where a quick-move lands, and how fast the next follow-up is scheduled. Changes take effect everywhere immediately; the 26-stage pipeline underneath is not modified.

New LeadsStages→Quick-move lands onFollow-up everyhours(1 day)

ApplicationsStages→Quick-move lands onFollow-up everyhours(2 days)

Pre-ApprovedStages→Quick-move lands onFollow-up everyhours(3 days)

In ProcessingStages→Quick-move lands onFollow-up everyhours(3 days)

ClosedStages→Quick-move lands onFollow-up everyhours(30 days)

DNQ / LostStages→Quick-move lands onFollow-up everyhours(60 days)

Validation: range start ≤ end, landing stage inside its range, cadence 1h–1y. Every save is written to the audit trail.

Coverage previewevery stage and the folder that captures it — gaps fall back to New Leads

1New LeadNew Leads ⭐

2Attempting ContactNew Leads

3ContactedNew Leads

4QualifiedNew Leads

5Application RequestedApplications ⭐

6Application SentApplications

7Application StartedApplications

8Application CompletedApplications

9Preapproval ReviewPre-Approved

10PreapprovedPre-Approved ⭐

11Property IdentifiedPre-Approved

12Contract ReceivedIn Processing

13ProcessingIn Processing ⭐

14Submitted to UnderwritingIn Processing

15Conditional ApprovalIn Processing

16Conditions OutstandingIn Processing

17Conditions SubmittedIn Processing

18Final ApprovalIn Processing

19Clear to CloseIn Processing

20Closing ScheduledIn Processing

21ClosedClosed ⭐

22FundedClosed

23Post-ClosingClosed

24Past CustomerClosed

25NurtureDNQ / Lost

26Lost or WithdrawnDNQ / Lost ⭐

⭐ = the stage a quick-move or drag-and-drop lands on. Current landing stages: New Leads → New Lead · Applications → Application Requested · Pre-Approved → Preapproved · In Processing → Processing · Closed → Closed · DNQ / Lost → Lost or Withdrawn. Leads with a lost reason always file under DNQ / Lost regardless of stage.

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