Overview
A Loan Pipeline in LoanVista represents a stream of mortgage data, typically synchronized from a Loan Origination System (LOS) like Encompass or LendingPad.Pipeline Components
A pipeline consists of:- Clients: The entity that owns the loan data.
- Buckets: Logical segments of the pipeline (e.g., “In-Process”, “Disclosed”, “Historical”).
- Loan Records: Individual mortgage applications with their associated borrower data.
Data Flow
The diagram below illustrates how loan data flows into LoanVista:Syncing Strategies
LoanVista supports three main synchronization strategies:- Real-time Webhook: Best for instantaneous updates on individual loan changes.
- Bulk Upload: Ideal for daily or hourly syncs of the entire pipeline.
- SDK Integration: Deep integration using Encompass DLLs or LendingPad APIs for complex data mappings.