Product Jun 17, 2019

Pipeline status report

To give you a better holistic view of your loans we have created a Pipeline view section. The report is very intuitive and easy to read and navigate. The Pipeline report comes in two views, Board view, and Table view.

In the Board view, loans are organized by deal stages: Drafts, Active, Underwriting, and Closed.  By quickly glancing at each column you can now assess the status of your entire pipeline.  

To give you even more control we have added filters to select only the loans that you are interested in.  You can filter by loan type, the purpose of the loan, property type, location, term and amount. This filter tool is useful when you are trying to get a report for a particular property type.

 

In the Table view, you can drill down into more advanced metrics, for example, lenders engagement on each individual loan.

 

Get started with RealAtom’s newest features

If you’re ready to review new features, log in to your account and get started. Or if you’re new to RealAtom, talk to our Sales team and see how you can streamline your CRE loan portfolio and process.

More articles

13 books we are reading this summer

For many of us fortunate enough to be able to stay home during the quarantine period books have been a source of calm and wisdom. Our team has selected some of the favorite books that got us through the summer...

Continue reading

Lender Engagement Management

What if you could tell where in the loan process the most lenders drop off or who your most engaged lenders are over a period of time? We always need to have precise information, but during uncertain market conditions, it...

Continue reading

Predict the Market with Our New Analytics Report

We’re excited to announce the launch of our brand new Market Analytics Report. Improve loan pricing with easy access to the most important metrics. RealAtom simplifies commercial loan origination process, empowering brokers and borrowers across the country to market loan...

Continue reading

Ready to get started?

Get in touch to create account

RealAtom - Automate your loan process, delight your lenders | Product Hunt Embed