What is the loan tracker?

A board on the Lenders page with a column for each stage of a loan:

• Documents shared: they have the loan papers. Every lender starts here.
• Queries: their credit team is asking questions.
• Sanctioned: the loan is approved.
• Disbursed: the money has arrived.
• Declined: they said no, or you stopped.

Move a lender by changing the stage on its card; it saves at once. Each card shows when you shared and with how many people, how many of the lender's documents they've opened and when they were last active, their questions, and whether they're asked to accept your NDA. Once a loan is sanctioned, the card offers Set up reporting. Lenders never see the tracker.