Pipeline Manager
No surprises at closing.
A teammate who keeps your pipeline current and flags locks and closing dates at risk.
Pipeline ManagerReady for your OK
A lock extension needs your OK.
- Lock expires before the closing date
- Borrower and agent updated
- Activity logged in Salesforce
Nothing is requested until you approve.Approve
What it does
- It watches every lock and closing date in Encompass.
- It sends borrowers and agents milestone updates.
- It flags what’s at risk while there’s still time to fix it.
Works in your tools.
No new software. It works where you already do.
- EnEncompass
Salesforce
Gmail
Google Calendar
You approve. It does the rest.
On its own
- Watches dates
- Sends updates
- Logs activity
- Schedules closings
Waits for your OK
- Lock extensions
- Changes to closing dates
- Messages about delays
It never changes pricing or loan terms.
