Level
.
Investor View
Period start
—
Period end
—
Data
SF PROD + LMS
Growth
Underwriting
Loan Management
View period
Last Week
Last Month
Last Quarter
Last Year
1
Growth
Lead enquiries, pipeline health, product and channel mix
New Enquiries
—
—
Live Lending Leads
—
—
Cold / Inactive
—
excluded from active funnel
Ready to Convert
—
—
Lead Funnel — Active Lending Leads by Stage
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Channel
New Enquiries — Trend
Pre-UW Pipeline by Product
Product
Applications
Facility
In Underwriting by Product & Stage
2
Underwriting
Loans signed and executed, product split, origination trends
Executed This Week
—
—
Loans Signed
—
in this period
Avg Facility Size
—
per loan this period
Awaiting Execution
—
approved, client to sign
Originations by Product
Product
Loans
Value
UW Pipeline by Product & Stage
Originations — Weekly Growth
3
Loan Management
Drawdowns, repayments, book composition and utilisation — LMS
Consolidated Book
—
—
Capital Drawn
—
—
Accrued Interest
—
Level book
Net Cash Movement
—
—
↓ Drawdowns
Period
—
MTD total
—
↑ Collections / Repayments
Period
—
MTD total
—
Drawdowns vs Collections
Book Composition by Product
Seasoning — by Vintage
Age
Draw Qty
Draw £
Coll £
Facility Utilisation by Product (Drawn / Committed) — LMS static pending CI-1165
Past Repayment
—
Capital Repaid
—
Impairments
—
Write-offs
—
Arrears & DPD Analysis
Available Q3 2026 — CI-1182
DPD bucket breakdown (Current / <30 / 30+ / 60+ / 90+ / 120+ days) will appear here once
DPD_Bucket__c
formula field is deployed.
Risk Status Breakdown
Available Q3 2026 — CI-1182
PA / PO / D1–D5 / WO breakdown from
Borrower_Summary__c.Risk_Status__c
will appear here after CI-1182.