Inside a loan file
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      Loan Stage Visual Tracker Progress Bar

      The Loan Stage Visual Tracker Progress Bar provides an intuitive way for users to visualize and update a loan’s progress through its lifecycle. This dynamic tracker enables users to easily view, track, and (with permissions) update loan stages

       

      The Loan Stage Visual Tracker Progress Bar is an intuitive visual tool that shows the current stage of a loan as it progresses through key lifecycle milestones — from Application to Paid Off/Sold.

      Inspired by the simplicity of a Pizza Tracker or Status of a delivery, this progress bar helps users including loan officers, back office staff, brokers, and borrowers — quickly understand where a loan stands and what comes next.

      Users with appropriate permissions can interact with the tracker to update stages in real time. The tracker also supports automation and visibility across pipeline views, borrower portals, and API integrations.

      Supported Loan Stages

      1. Application

      2. Processing

      3. Underwriting

      4. Closing

      5. Funded

      6. Servicing

      7. Paid Off / Sold

       

      Visual Tracking: Color-coded stages

      • 🟢 Green → Completed stages
      • 🟡 Yellow → Current active stage
      • ⚪ Grey → Future stages

      Feature Permissions Location: Profile of the user -> Special Reports or Features -> "Allowed to Edit File Tracker?"