| Deal | Borrowers / label | Type | Stage | Amount | Est. comp | Verdicts | Updated |
|---|
No deals yet. Create one, or open a file from MDMT.
| Month | Units | Volume | Expected commission |
|---|
| Agent | Units | Volume | Gross commission | Agent share | Paid files |
|---|
Only you can see this file.
Fulfillment edits documents, conditions and stage, and can leave notes. Viewers read. Account IDs come from MDMT’s license manager.
Who sent this file. The thank-you and the next referral both start here.
| Type | Value | Description | Borrower | Down pmt |
|---|
| Type | Lender | Balance | Limit | Payment/mo | Payout | Borrower |
|---|
| Source | Amount | Description |
|---|
Who is closing this file. Instructions and the letter of direction go here.
The checklist derives live from the borrowers’ income types and the deal type (source: Pathway Client Income Support).
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| Document | Category | Borrower | State | Notes | File |
|---|
Down-payment audit trail + BFS cashflow, summarized the way an underwriter sources it. Parsed on this device. The PDF never leaves your browser; only the rows you confirm are saved. Attach the PDF itself to its document row above as usual.
| Condition | Category | State | Lender |
|---|
Appraisals, solicitor instructions and other outside orders: who has it, since when, and where it stands. Open orders older than a week surface in the bell and digest.
| Kind | Provider | Ordered | Status | Reference | Notes |
|---|
One row per lender submission. When a lender declines, write down why. That reason is the ammunition for the next submission.
| Lender | Submitted | Status | Amount | Rate % | Reference | Why / notes |
|---|
No verdicts yet. Underwrite now records the first dated snapshot for this file.
| Task | Assignee | Due |
|---|