The pipeline every other module plugs into.
The sales pipeline itself — a deep, seventeen-table file model that carries every lead from first contact through login, and hands complete files to origination. Every channel writes into it; every dashboard reads from it.
What it does
Unified pipeline
One pipeline across field, tele, branch, DSA and BC channels — stage-consistent, source-attributed.
File assembly
Applicant, co-applicant, income, documents and product selection assembled progressively.
Stage discipline
Configurable stages with SLAs, ownership and ageing — files can't silently stall.
Duplicate detection
Same customer, two channels? Caught before two teams work one file.
Checklist enforcement
Product-wise document and data checklists gate stage movement.
Origination handoff
Complete files flow into File Login without re-entry — sales data becomes credit data.
See it on your own book.
A working demo on your products, your hierarchy and your workflows — not a slide deck.