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Pipeline Reports for Lenders

Are there systems for automating pipeline reports for lenders?

Manually preparing pipeline reports for lenders can be time-consuming and error-prone. Some CRMs and application management systems provide lenders with customizable dashboards and reports that provide at-a-glance access to important information, such as active loan applications and pending approvals.

Learn more about pipeline reporting.


AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 03/21/2021

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