Mortgage Loan Officers...Organize your pipeline to
increase your loan production and increase your income NOW!
Keeping accurate track of your loan pipeline while keeping
focus on monthly and annual goals can become more time consuming
than it should be. That’s why there’s Pipeline
Pal!
System Requirements:
Windows® XP Home/XP Pro/XP Media 2005+ Windows Vista™ Home Basic/Home Premium/Business/Ultimate
Microsoft Excel 97-2003 or 2007
Description:
Created by a loan officer...for loan officers, and used by loan officers throughout the United States, Pipeline Pal allows a mortgage loan officer to track a wealth of information while staying on track to meet set production and income goals with one handy program.
Demonstration Video (click the pic below to start the video):
Using the Pipeline Pal, the user simply enters 1) their income goal for the year; 2) their average loan production ratios & loan closing ratios; and 3) their monthly loan pipeline as changes occur. Then the following calculations are only the beginning of what Pipeline Pal displays, in real-time, as loan pipeline changes occur over the year:
Loan officer goals (updated in real-time) shown by Pipeline Pal to reach the year-end income goal:
Accurate Goals for monthly prequal units, loan application units, and closed units
Accurate Goals for monthly prequal volume, loan application volume, and closed volume
Accurate Goals for YTD prequal units, loan application units, and closed units
Accurate Goals for YTD prequal volume, loan application volume, and closed volume
Accurate Goals for monthly income
Accurate Goal YTD income
Loan officer actual progress (updated in real-time) shown by Pipeline Pal:
Actual Quantity for monthly prequal units, loan application units, and closed units
Actual Totals for monthly prequal volume, loan application volume, and closed volume
Actual Quantity for YTD prequal units, loan application units, and closed units
Actual Totals for YTD prequal volume, loan application volume, and closed volume
Actual Totals of each individual month's income earned
Actual Total of income earned YTD
Actual YTD average closed points fees generated per loan
Actual YTD average closed loan amount per loan
Actual monthly average fee to loan amount ratio
Actual YTD average fee to loan amount ratio
Actual YTD prequal to loan application ratio
Actual YTD loan app to closed loan ratio
Actual YTD average points charged per loan
Actual monthly average commission pay rate earned per loan
Actual YTD average commission pay rate earned per loan
Charts and reports shown by Pipeline Pal (updated in real-time):
Monthly charts showing the month's loan unit goals compared to the actual loan units closed
Monthly charts showing the month's loan volume goals compared to the actual loan volume reached
YTD charts showing the YTD loan unit goals compared to actual YTD loan units reached
YTD charts showing the YTD loan volume goals compared to actual YTD loan volume reached
Monthly pipeline report shows each loan highlighted certain colors to indicate each loan’s current status
Projections/Current Loan Needs to reach the year-end income goal (updated in real-time) shown by Pipeline Pal:
Projected year-end total earnings, based on YTD units, YTD volume, and YTD income
Number of leads needed each day/week/month to stay on track to meet the set goals
And much, much more!
If it’s a calculation needing to be crunched, it’s likely there!
Stay on track to meet your income and funding goals! Without a doubt, Pipeline Pal is the best program available to assist mortgage loan officers in organizing and tracking their pipeline while staying on track to meet or exceed their set goals. Created by a fellow loan officer, you'll be sure to succeed while using Pipeline Pal.
At $29 to purchase, it’ll be one of the best decisions you ever make, and could easily pay for itself in increased loan production!
Pipeline Pal is a Microsoft Excel-based program. Microsoft Excel 97 or greater is required to run this program (Excel 2002 or greater is recommended). Microsoft Excel is not included with Pipeline Pal.
Pipeline Pal is only available from CalculationCrunchers.com!
