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Basic Pipeline

Seamlessly move loan information throughout the entire loan lifecycle.

This tool allows your loan officers, credit analysts, and loan assistants to seamlessly move loan information throughout the entire loan lifecycle, from initial contact through closing. Get a comprehensive picture of your pipeline with funding reports and forecasting for 30, 60, 90 days, and more.

Key Features:

Create and configure separate pipelines for different loan products

Stage all pre-close documentation according to the loan’s corresponding document checklist

Set pending calls, emails, or meetups in pipeline or log them afterwards

Historical log of all customer communications - know when and who last interacted with them

Integrates with credit bureaus to pull credit and auto-calculate borrower’s DTI

“Consolidating all of our systems onto one interface with Teslar has improved our lending process, reduced errors and helped us better understand customers. The result is a refined and improved experience for employees and customers alike.”

Chris Floyd

President & CEO, Dream First Bank

Download Pipeline One-Pager

Download this one-page document for a quick and simple overview of Teslar’s pipeline offerings.

Download Document