These are manually entered compliance records — they capture when something legally happened, not when you moved a card on the board. Enter each date as the event occurs. All entries are logged with a timestamp and who entered them.
Application Date
Initial Disclosure Date
UW Approval Date
Clear to Close Date
Docs Out Date
Docs Signed Date
Loan Funded Date
Commission Received Date
📄
Initial_Disclosure_Package.pdf
Uploaded by Maria Lopez · Apr 12, 2026 · 4.2 MB
📄
Bank_Statements_Q1_2026.pdf
Uploaded by Maria Lopez · Apr 14, 2026 · 8.7 MB
📄
Appraisal_Report.pdf
Uploaded by Arthur Mendez · Apr 28, 2026 · 12.1 MB