Whether or not you win a deal, you will always, at some point, have to close a loan request. We make it easy to indicate whether it was won or lost and store it in the "Closed" column for your future reference.

To close out a loan request:

  1. Navigate to “Pipeline” 

  2. Click the three dots in the top right corner of the loan tile you want to close

  3. Choose “Close Loan”

4. Select whether it's "Closed Won" or "Closed Lost." If the loan was lost, enter the reason why for future records. If the loan was won, enter the winning terms.

  • Lender name

  • Company

  • Email

  • Close Date

  • Amount

  • Term

  • Rate

  • Amortization

  • LTV

  • Recourse

  6. Click “Close loan”

Note: The winning terms will be added to the loan notes

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