🏠
SC Pipeline
Sign in to continue
Enter
Admin/processor: leave username blank.
Set a new password to finish setting up your account.
Set password & continue
Showing loans you're assigned to or supporting
+
Edit Notes
Cancel
Save
Simplified Capital
|
Loan Pipeline
Admin
Submissions
0
Conditions
Notifications
+ New File
Log out
⬆ Sort by Action
$ Sort by Amount
📅 Sort by Date
⬇ Download
Borrower / Address
Loan Type
Amount
Stage
Stage Date
Est. Close
Lender
Days to Close
Rate Lock
Notes / Conditions
📋
No files here
Add a new file or switch tabs to see your pipeline.
+ New Lead
All
🔵 New
🟡 Contacted
🟣 Nurturing
🟢 Qualified
⚪ Dead
Name
Phone / Email
Loan Type
Est. Amount
Property
Source
Status
Follow-up
Checklist Sent
Notes
🎯
No leads yet
Add your first lead to get started.
New Lead
✕
Name
Phone / Email
Loan Type
Select...
DSCR
Fix & Flip
Fix & Hold
Conventional
FHA
Bank Statement
Bridge
Reverse
Other
Est. Loan Amount ($)
Property Address (if known)
Lead Source
Select...
Referral
Instagram
Website
Cold Outreach
GHL / CRM
Repeat Client
Other
Status
New
Contacted
Nurturing
Qualified
Dead
Follow-up Date
Date Added
Checklist Sent
No
Yes
Notes
New File
✕
Borrower (Contact Name)
Property Address
Loan Type
Select...
DSCR
Fix & Flip
Fix & Hold
Conventional
FHA
Bank Statement
Bridge
Reverse
Other
Loan Amount ($)
Pipeline Stage
Select...
Stage Date
Est. Closing Date
Lender / Investor
Processor
(CRM field)
— Unassigned —
Gloria
Row Color
None
🟡 Yellow — Needs Action
🔴 Red — Urgent
🟢 Green — On Track
Priority
🔴 High
🟠 Medium
🟢 Low
— None
Closing Entity (LLC)
Appraised Value
Rate Lock
🔓 Not Locked
🔒 Locked
Lock Expiry Date
Notes / Conditions
✏️ Edit
⏸ Move to On Hold
✅ Move to Closed
❌ Move to Declined
▶ Move to Active
🏁 Finalize (Closed & Funded)
🗑 Delete
Selected
0
Total
$0
Average
$0
✕
