Cases Dashboard

Postgres case engine, secure UI proxy, approvals, documents, client portal, and audit proof are live.
Cases Operations Desk
Total Cases

All live mortgage cases.

Review Queue

Advisor review required.

DIP Ready

Ready for lender preparation.

Blocked

Missing docs or actions.

Cases Pipeline

High-density operational mortgage workflow view.

Case Client Loan Deposit Status Next Action SLARiskOpen
Loading live cases...

Workflow Alerts

3 cases blocked due to missing bank statements
5 approvals waiting for advisor review
Outbound communication pipeline healthy

Operational Focus

DIP queue requires processing
Client uploads pending checks
Approval chain active