Dashboard / Pipeline triage surface

Pipeline

12 need attention3 ready2 unmatched

Triage Command Center

What changed
  • 4Files changed since last visit
  • 2New high-severity flags
  • 1Unmatched intake
  • 2Files now ready
critical
Maria Lopez
Needs review

New paystub triggered a high-severity income mismatch flag.

Review file
critical
Unmatched Intake
Needs triage

New borrower email could not be matched to an existing borrower with high confidence.

Review intake
fast clear
Ana Rivera
Ready to export

All required documents present. No flags. Ready to export.

Open file
BorrowerAttention neededMissingFlagsLast activityActions
John Smith
HOTMissing required docs
1003 and paystubs missing
2112m agoOpen →
Maria Lopez
CRITICALNeeds review
income mismatch flagged
0218m agoOpen →
Chris Patel
CRITICALIntake needs triage
low-confidence borrower match
9m agoOpen →
Ana Rivera
READYReady to export
no required docs missing
0022m agoOpen →