Pipeline Report
Quoting New Leads
Date
-
Year
-
Month
Day
Date
Name
*
First Name
Last Name
Aggregator
*
Broker Firm
*
Broker
*
Deal Name
*
Asset
*
Deal Amount
*
Structure
*
60 Months
48 Months
36 Months
24 Months
12 Months
NIL Balloon
30% Balloon
40% Balloon
50% Balloon
55% Balloon
60% Balloon
15% Balloon
Base Rate Quoted
*
Brokerage %
*
Funnel Phase
*
Quote Given
Quote Won
Quote Lost
Deal Submitted
Deal Approved
Deferred/Suspended
Deal Declined
In For Settlement
Settled
Settlement ETA
*
-
Year
-
Month
Day
Date
Date of last Followup
*
-
Year
-
Month
Day
Date
Next Followup
*
-
Year
-
Month
Day
Date
Submit
Should be Empty: