Team Productivity
See who is working what, spot files that have stalled, and let automation do the chasing.
Managers don't need a separate productivity tool. The same pipeline, dashboard, tasks and automation your team works in tell you who is doing what — as long as statuses and assignments are kept honest.
See the workload
- Pipeline by person — filter by assigned employee, loan officer or broker, and save a shared view such as "Files by assigned processor" so the whole team uses the same lens. See The Pipeline.
- Stalled files — filter by Required Doc Status or Condition Status to find every file waiting on paperwork, or by workflow step to see where files are stuck.
- Dashboard — file counts and volume by status, upcoming closings, top producers and outstanding tasks and reminders. See Dashboard, Reports & KPIs.
- KPIs — loans closed and volume over any period, by closing date and state.
Keep work moving automatically
| Tool | How it helps |
|---|---|
| Tasks | Every task has an owner and a due date. Create them by hand or let automation rules raise them when a file changes status, a sub-status is set or a workflow step completes. |
| Workflow steps | Each loan program's ordered checklist, with a status and notes per step, so anyone can see what is done. See Workflow Steps. |
| Time-based rules | Trigger tasks or e-mails when a file has sat in a status for X days — the file chases itself. |
| Status hard stops | Stop a file entering a status until required fields, documents and workflow steps are complete. See Loan Stages & File Statuses. |
| Notes with billable minutes | Record time against a file where you bill for it. |
Your numbers are only as good as your statusesEvery dashboard count and pipeline view comes from file status and assignment. A dead file left in "Processing" looks like live work. Make status discipline part of the job, and the reporting takes care of itself.
Build the manager's Monday views onceFiles in processing over 10 days · closings this month by branch · files with open conditions by processor. Share them with the team so everyone works from the same list.
Full detail: in LendingWise, open Loan Origination → User Guide → Dashboard, Reports & KPIs.
Updated 9 days ago