HERACONNECTING

Underwriting Department - Dashboard

Maria Rodriguez
Head of Underwriting

Applications Under Review

28

+8%

Average Review Time

3.1 days

-0.3 days

Approval Rate

82%

+3%

📈
Underwriting Pipeline

Track applications through each stage of underwriting

39

Total Applications

$13,350,000

13

Pending Pre-approval

$3,900,000

6

Pre-approved

$1,950,000

7

Approved

$2,800,000

9

CTC

$3,200,000

2

Closed

$650,000

1

Funded

$350,000

2

Denied

$650,000

👁 Viewing: Pending Pre-approval
Priority Applications

LOAN-2156

Sarah Johnson

$485,000

5 days

LOAN-2158

Michael Chen

$320,000

3 days

LOAN-2161

Lisa Martinez

$275,000

2 days

Reminders & Notes
Income verification needed
HIGH

Missing W-2 forms from Robert Davis

Loan: LOAN-2156

Assigned: Jennifer Wilson

Due: Jan 25, 2025

Credit report review completed
MEDIUM

LOAN-2158 credit score at 720 - approved for next stage

Assigned: Mark Thompson

Applications Under Review
Filtered by: Initial Review
Loan IDTypeBorrowerProperty AddressLoan AmountStatusDaysOriginatorPriorityUnderwriter
LOAN-2156DSCRSarah Johnson456 Oak St, Miami, FL$485,000
Initial Review
5 daysMichael Brown
High
Jennifer Wilson
LOAN-2158PurchaseMichael Chen789 Pine Ave, Miami, FL$320,000
Initial Review
3 daysLisa Taylor
Medium
Mark Thompson
LOAN-2161RefinanceLisa Martinez321 Elm Dr, Miami Beach, FL$275,000
Initial Review
2 daysMichael Brown
Medium
Amanda Lee
LOAN-2163HELOCDavid Wilson654 Maple St, Coral Gables, FL$180,000
Initial Review
1 dayLisa Taylor
Low
Robert Garcia