| 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.
People you add here can open the whole file, including its compliance documents. Only people on this file's MDMT team can be added.
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).
Loading…
| Document | Category | Borrower | State | Notes | File |
|---|
Bank statements, corporate financial statements and appraisal reports - dropped below, identified and parsed on this device; nothing leaves the browser, and only the rows you confirm are saved. Statements build the down-payment audit trail and BFS cashflow, financial statements feed the BFS+ assessment, an appraisal sets the subject property's value. Attach each PDF 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 |
|---|