Manage Mortgage Stages
Add, edit, or remove stages from your mortgage pipeline. Drag to reorder.
Stage #1
Use [Client Name] and [Stage Name] as placeholders.
Stage #2
Use [Client Name] and [Stage Name] as placeholders.
Stage #3
Use [Client Name] and [Stage Name] as placeholders.
Stage #4
Use [Client Name] and [Stage Name] as placeholders.
Stage #5
Use [Client Name] and [Stage Name] as placeholders.
Stage #6
Use [Client Name] and [Stage Name] as placeholders.
Stage #7
Use [Client Name] and [Stage Name] as placeholders.
Stage #8
Use [Client Name] and [Stage Name] as placeholders.
Manage Document Checklist
Customize the list of documents you can request from clients.