Today
August 27, 2026 · Dana Whitfield · Processing queue
- Files
- 8
- Can advance
- 2
- Blocked
- 3
- Waiting on vendor
- 1
- Closing risk
- 1
- Policy conflict
- 1
Ready to advance
2Every applicable blocking requirement has accepted evidence.| Case | Stage | Readiness | Next action | Owner | Waiting on | Target UW | Risk |
|---|---|---|---|---|---|---|---|
Amara Okafor HEI-2026-0431 · Sacramento, CA · Single family | Processing · UW prep | Ready for initial UW | Submit for initial underwriting | Dana Whitfield | — | Aug 28 | On track Two trailing dependencies, both inside SLA. |
Colin Mbeki HEI-2026-0438 · Reno, NV · Single family | Processing · UW prep | Ready for initial UW | Submit for initial underwriting | Dana Whitfield | — | Sep 1 | On track Flood certificate trailing, expected 2026-08-28. |
Blocked on internal or homeowner action
3Work someone here can start right now.| Case | Stage | Readiness | Next action | Owner | Waiting on | Target UW | Risk |
|---|---|---|---|---|---|---|---|
Jordan LeeModelled HEI-2026-0447 · San Diego, CA · Condominium | Processing · Initial underwriting preparation | Awaiting intake | Process the synthetic intake | Dana Whitfield | — | Sep 4 | Watch Documents received and queued. The gate has not been evaluated yet. |
Wesley Trent HEI-2026-0402 · Chandler, AZ · Single family | Conditional approval | Not ready 2 blockers | Request refreshed payoff statement | Dana Whitfield | Servicer | Aug 26 | Elevated Payoff statement expired 2026-08-24. Second lien release outstanding. |
Yuki Tanaka HEI-2026-0419 · Santa Clara, CA · Condominium | Conditional approval | Not ready 1 blocker | Follow up on HO6 evidence of insurance | Marcus Bell | Homeowner | Aug 25 | Watch No homeowner response in 4 business days against a 2-day cadence. |
Policy conflict
1Automation is disabled until a policy owner decides.| Case | Stage | Readiness | Next action | Owner | Waiting on | Target UW | Risk |
|---|---|---|---|---|---|---|---|
Simone Petrakis HEI-2026-0441 · Denver, CO · Single family | Processing · UW prep | Not ready 1 blocker | Awaiting inquiry lookback determination | Dana Whitfield | Credit Policy | Sep 2 | Watch CRED-INQ-006 automation disabled pending policy owner resolution. |
Waiting on a vendor
1External work that has passed its expected return.| Case | Stage | Readiness | Next action | Owner | Waiting on | Target UW | Risk |
|---|---|---|---|---|---|---|---|
Nina Haugen HEI-2026-0424 · Portland, OR · Townhome | Processing · Evidence acquisition | Not ready 1 blocker | Escalate title order TV-2026-88109 | Marcus Bell | TitleVest Partners | Aug 31 | Elevated Title order 6 business days out against a 5-day SLA. Expected return now falls after the gate. |
Closing risk
1A dependency expires before the scheduled signing.| Case | Stage | Readiness | Next action | Owner | Waiting on | Target UW | Risk |
|---|---|---|---|---|---|---|---|
Rafael Duarte HEI-2026-0388 · Tampa, FL · Condominium | Clear to close | Cleared to close | Refresh payoff before the signing date | Simone Reyes | Servicer | Aug 14 | Critical Payoff good-through 2026-09-01 leaves 3 days of validity at the scheduled signing. Policy requires 7. |
Jordan Lee is the fully modelled file in this demonstration and its row is computed by the rule engine on every render. The remaining rows are seed data illustrating the queue shape. Every row states why it sits where it does, so no status depends on colour alone.