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Documentation Index

Fetch the complete documentation index at: https://docs.keystn.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

The pipeline dashboard focuses on active loans — loans that have not yet reached a terminal status (Funded, Adverse, or post-funding statuses). It answers questions like:
  • How many loans are in each stage right now?
  • Which loans have been stuck in a stage too long?
  • How fast are loans moving through the pipeline?
  • Which loan officers have the largest active pipelines?
Pipeline analytics

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Key Metrics

The top of the pipeline dashboard displays four summary KPIs:
MetricDescription
Total Active LoansCount of all loans currently in the pipeline (excluding terminal statuses).
Total Active VolumeSum of loan amounts for all active pipeline loans.
Avg Days in PipelineAverage number of days active loans have been in the pipeline, measured from creation date.
New Loans This WeekNumber of loans created since the start of the current week (Sunday).
Loans Advanced This WeekNumber of loans that had any status update since the start of the current week.

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Pipeline Stages

The stage breakdown shows every processing stage with counts, total volume, and average days loans spend in that stage. The pipeline tracks these stages in order:
  1. App Intake — Initial application received
  2. Qualification — Borrower qualification review
  3. Loan Setup — Loan file setup and documentation
  4. Disclosed — Initial disclosures sent
  5. Pre-Approved — Pre-approval issued
  6. Submitted to UW — Submitted to underwriting
  7. Approved w/ Conditions — Conditionally approved
  8. Resubmitted — Resubmitted after addressing conditions
  9. Clear to Close — Final approval, ready to close
  10. Docs Out — Closing documents sent
  11. Closed — Loan closed, awaiting funding
For each stage, the dashboard shows:
  • Count — Number of loans currently in this stage
  • Volume — Total dollar volume of loans in this stage
  • Avg Days in Stage — How long loans typically sit in this stage before advancing

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Bottleneck Detection

The bottleneck report identifies loans that have been in their current stage for more than 14 days. These are loans that may need attention or intervention to move forward. Each bottleneck entry shows:
FieldDescription
Loan NumberThe broker loan number
BorrowerBorrower’s full name
Loan OfficerAssigned LO
StatusCurrent pipeline stage
Days in StageHow many days the loan has been in its current stage
Loan AmountDollar amount of the loan
The list is sorted by days in stage (longest first), so the most critical bottlenecks appear at the top.

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Pipeline Velocity

The velocity analysis measures the average number of days it takes loans to move between consecutive pipeline stages. This helps you understand where your process is fast and where it slows down. Each velocity measurement shows:
FieldDescription
FromThe starting stage
ToThe next stage
Avg DaysAverage number of calendar days between the two stages
Velocity is calculated by looking at loans that have date stamps for both stages and averaging the difference. Stages with no data show 0 days.

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By Loan Officer

The per-LO breakdown shows each loan officer’s pipeline activity:
ColumnDescription
NameLoan officer’s full name
Active LoansNumber of loans currently in their pipeline
Total VolumeSum of loan amounts in their pipeline
Avg Days in PipelineAverage age of their active loans
The table is sorted by total volume (highest first).

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Filtering

Pipeline analytics support filtering by Loan Officer, allowing you to focus on a single LO’s pipeline. Use the loan officer dropdown in the filter bar to narrow the view.