The backlog — are we gaining or losing? — what's on the floor now, and whether we're clearing faster than new loans fall behind
Where loans are stuck — the pipeline — every unsold loan sits in one stage (funded → purchased); the exception route is pull-back / reship
Backlog on the floor, day by day · lower = shrinkingi
Warehouse lines — live utilization & curtailment clock · from the daily trial balance (real advances)i
Warehouse line × days on line · Current Advance per band · shaded by curtailment cliffi
Real backlog (stuck) — trend · stuck loans per day (bar label = $ exposure) · gates >7d + shipped-unpurchased >7di
Aging distribution · # (▲ = $ exposure)i
Aged by investor · aged $ / total $i
Aged by programi
File ImportsInvestor Connect
Investor imports — daily tracker · every investor we know about · how it imports, whether it's mapped, and the file received each day (✓ none = no suspense that day)i
Investor Connect · ICE conditions pushed straight into Encompass · import is manual — loans that arrived but were never imported · visible to you onlyi
Real backlog (stuck) — trend · stuck population, day by day · lower = progressi
What's driving conditions · category mix, all open (heuristic)i
Conditions & loans in / out per day · by investor · per day · +in (new) / −out (left) · C = conditions, L = loansi
Prevention patterns · recurring asks · fix is operational (get executed/updated doc + deliver), not the templatei
Post-closer throughput · who clears what · workload/capacity, not a QC scorecard · visible to you onlyi
Coming to Performance next— throughput trends, problems & wins, and a one-tap bonus flag to recognize a post closer on a cleared file (monthly tally).
Investor Conditions · loan-firsti
Add condition×
Enter the loan # — the tool pulls the borrower, investor, and commitment from Encompass. You just add the condition.
Enter a loan # above — Encompass details appear here.
Shipped · not purchased · nothing blocking · delivered to the investor, no Purchase Advice, no open suspense conditions — the investor is just sitting on them (chase after 4 days)i
Investor swaps · PCM-derived from the investor field changing (not the manual Encompass flag)i
Repurchases · loans an investor demanded back (post-sale defect / early payoff) — a separate stream from the funding floor · open items, last 12 monthsi
