Keep the loan pipeline current from the lender portals
Borrowers call the moment anything changes; lender portals tell no one. Agent FM closes that gap every afternoon: it checks UWM and Flagstar for each active file, pulls current status, outstanding conditions, and lock expiration, and updates the pipeline sheet row by row, dating each new condition as it appears. In the portals it stays read-only and changes nothing. When the listing agent calls at 4:45 asking where the file stands, the answer is in the sheet and current as of today, not in a portal nobody opened since the weekend.
Update the pipeline sheet from the lender portals. For every active file on [pipeline, e.g. the Active tab], log into the right portal, UWM or Flagstar, and pull current status, outstanding conditions, and lock expiration.
Update each row and add new conditions to the conditions column with the date they appeared.
Read only in the portals, change nothing there. Tell me the file count and flag any file you couldn't find.
