Lending operations overview
Track applications, coordinate reviews, and keep applicants informed.
Search applications, applicants…
APPLICATIONS & REVIEW WORKFLOWS Demo activity
October 2026 All loan types
Active applications
248
42 submitted this week
Requested funding
$12.8M
Across all active applications
Awaiting decision
36
Underwriter & manager queues
Missing document requests
18
Applicant follow-up required
Average processing time
2.4 days
↓ 18% vs. previous month
Application pipeline
View all applications →| Application / applicant | Loan type | Amount | Risk band | Documents | Review status |
|---|---|---|---|---|---|
| #LA-1048Harbor Supply Co. | Working capital | $125,000 | Moderate | 8 / 8 verified | Underwriter review |
| #LA-1047Emma Johnson | Personal loan | $18,000 | Lower | 5 / 6 received | Documents needed |
| #LA-1046Summit Manufacturing | Equipment | $280,000 | Moderate | 10 / 10 verified | Manager review |
| #LA-1045Daniel Carter | Home improvement | $42,000 | Lower | 6 / 6 verified | Conditional approval |
Applicant portal shows current status, outstanding requirements, and reviewer messages.
Review queue
36 pending#LA-1048$125,000
Harbor Supply Co. · Financial review in progressIntake→Underwriter→Compliance
Assigned reviewer · Due today#LA-1046$280,000
Summit Manufacturing · Amount exceeds review thresholdIntake→Manager→Compliance
Assigned reviewer · Due todayPipeline stages & bottlenecks
View workflow →Submitted42$2.1M
Document collection58$2.7M
Credit review64$3.4M
Decision review36$2.2M
Ready to fund48$2.4M
8 applications waiting on documents for over 48 hours
Credit evaluation summary
View review record →Harbor Supply Co.#LA-1048 · Working capital72Internal score / 100
Debt service coverage
Verified financials1.42×
Verified financials1.42×
Credit history
Source report attachedReviewed
Source report attachedReviewed
Documentation
Verified by reviewer8 / 8
Verified by reviewer8 / 8
Policy risk band
Rule set v3.2Moderate
Rule set v3.2Moderate
Document requirements
Manage requests →Income verificationEmma Johnson · #LA-1047Missing
Identity documentDaniel Carter · #LA-1045Verified
Financial statementsHarbor Supply · #LA-1048Verified
Collateral valuationSummit Mfg. · #LA-1046In review
18 open requirements · 12 reminders sent today
View applicant follow-ups →
View applicant follow-ups →
Decision outcomes
This month186Decisions
Approved58%
Conditional23%
Declined12%
Withdrawn7%
Team workload
View assignments →Underwriting24 cases
Manager review8 cases
Compliance4 cases
Median review time: 6.2 hours · 3 cases approaching SLADecision & audit activity
View log →Conditional approval recorded#LA-1045 · A. Morgan · 10:42
Document verification completed#LA-1048 · S. Davis · 10:38
Application routed to manager#LA-1046 · Rule v3.2 · 10:31