Overview
Projections analyze every active loan in your pipeline (excluding funded and adverse loans) and estimate when each loan will fund based on its current status. Loans are assigned a confidence level, then aggregated into weekly and monthly views.Confidence Scoring
Each pipeline loan is assigned a confidence level based on how far along it is in the process:Estimated Funding Dates
If a loan has an estimated funding date set, that date is used. Otherwise, the system assigns a default estimate based on confidence:
If a loan’s estimated date is in the past, it is shifted to today.
Weekly Projections
The weekly view shows funding projections for the next 8 weeks, broken down by confidence level. Each week displays:
This lets you see not just the total expected volume, but how much of it is highly likely versus speculative.
Monthly Projections
The monthly view aggregates projected fundings by calendar month, providing a higher-level view of expected production. Each month shows:- Units — Number of loans projected to fund
- Volume — Total dollar amount
- Revenue — Estimated broker compensation (uses actual broker compensation if available, otherwise estimates at 2% of loan amount)
30-Day Projection Summary
A summary card shows the total projected fundings for the next 30 days:Upcoming Loans
A detailed table lists every active pipeline loan with its projected funding information.
The table is sorted by confidence level (high first), then by estimated funding date.
Accuracy Tracking
The accuracy section compares projected volume against actual funded volume for the last 3 months. This helps you calibrate how reliable your projections are over time. Each month shows:- Projected — What was projected for that month
- Actual — What actually funded