Analyze Pipeline Risk and Identify Coaching Priorities

1. Log in to Encompass
2. Navigate to Reports → Pipeline Report (or use the Pipeline view)
3. Include these columns: Loan Number, Borrower Name (or initials), LO Name, Loan Amount, Current Stage, Stage Start Date, Expected Close Date, Last Activity Date
4. Export as CSV or copy the table to clipboard

Privacy note: If you're pasting borrower data, remove full names and use initials or loan numbers only — AI doesn't need personal information to do the analysis.

1. Go to {{tool:Claude.url}} and sign in
2. Click New chat
3. Type this setup message:

I'm a mortgage branch manager doing a weekly pipeline review. I'm going to paste my pipeline data, and I need you to help me identify: (1) loans that haven't advanced in more than [X] days, (2) LOs with the most stalled activity, (3) loans at risk of missing their expected close date, and (4) coaching priorities for my team meeting tomorrow. Here's the data:

1. Then paste your pipeline data below

After you paste the data, Claude will analyze it. Then ask follow-up questions:

1. "Which loans are most at risk of falling out before month-end? List them with the issue."
2. "Which LO has the most stalled loans? What pattern do you see?"
3. "Draft 3 coaching talking points I can use with [LO name] based on this pipeline."
4. "Summarize this pipeline in 5 bullet points I can read in a 30-minute team meeting."

1. Copy the meeting summary into your team meeting agenda
2. Use the LO-specific coaching points in your 1:1s that week
3. Reach out personally on the top 3 at-risk loans before the team call