📋 Pipeline
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Connor DePace
Rocco Mandarino
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Joshua Botti
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All loan officers
Connor DePace
Rocco Mandarino
Anthony Barone
Mike Petrucilla JR
Joshua Botti
⬇ Download Excel (.xlsx)
📄 Loan officer condition reports
Generate a print-ready PDF for each loan officer showing all their active loans and exactly which conditions are outstanding. Click a button, then File → Print → Save as PDF.
Include latest note per loan
Active pipeline only (exclude prospects/closed)
Choose a print layout — click to select
A — Compact cards
~3–4 loans/page · portrait
⚠ 4 OUTSTANDING
• Photo ID
• Bank statements
• Lease agreement
• Insurance dec page
✅ All conditions clear
second loan card...
✓ Selected
B — Dense table
~6–8 loans/page · landscape
BORROWER
AMT
CLOSE
OUTSTANDING CONDITIONS
Smith, John123 Main St
$450k
07/15
• Photo ID • Bank stmts • Lease • Insurance dec
Jones, Mary456 Oak Ave
$290k
07/09
✓ All complete
Davis, R.789 Elm Dr
$675k
07/22
• EIN letter • Lease ext • Insurance mortgagee
Wilson, T.321 Pine Rd
$185k
06/30
• Purchase agreement
Brown, S.654 Cedar Ln
$530k
07/18
• Photo ID • Articles • Bank stmts (x3)
... more rows
Click to select
C — Ultra compact
~10–12 loans/page · portrait
Smith, John
123 Main · #11234 $450k · Close 07/15
⚠ 4 open Photo ID · Bank stmts · Lease · Insurance dec
Jones, Mary
456 Oak · #11235 $290k · Close 07/09
✓ All clear
Davis, Robert
789 Elm · #11236 $675k · Close 07/22
⚠ 3 open EIN letter · Lease ext · Insurance mortgagee clause
Wilson, Tom
321 Pine · #11237 $185k · Close 06/30
⚠ 1 open Purchase & Sale Agreement
Brown, Sarah
654 Cedar · #11238 $530k · Close 07/18
⚠ 5 open Photo ID · Articles · Bank stmts (x3)
... more rows continue
Click to select
Connor DePace
Rocco Mandarino
Anthony Barone
Mike Petrucilla JR
Joshua Botti
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