Glossary

Deal Pipeline

In one sentence

The set of prospective and in-progress deals a lender is tracking, from initial interest through closing.

The longer version

The pipeline is the forward view: what might close, at what stage, and when. It answers management's questions about volume and timing, distinct from the execution work on deals already committed.

Pipeline tracking is the CRM half of deal management, complementary to the workspace where committed deals actually close.

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