Level.Investor View
Period start
Period end
Data
SF PROD + LMS
View period
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
ProductApplicationsFacility
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
ProductLoansValue

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
AgeDraw QtyDraw £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.