Project Ray — PMI Cancellation Pipeline

Local mode

Follow-up queue

Pipeline

Address	Buyer	Broker	Stage	Last contact	Due

Add home

Lead & loan

Referring contact (agent or counselor)

Priority

Lead organization

Lender

Servicer

Lead organization fills in automatically from the contact's account when you save.

Recommended action

Outreach & pipeline

Stage

Last contact date

Next action due

Next action

PMI not eligible to be cancelled

Notes

Enrollment details

Consent to e-sign

Authorized with servicer

Interaction log

Home info

Sale date

Sold price ($)

Property address (street, city, state ZIP)

Property state

Buyer / homeowner

Eligibility

Original LTV

Current est. value ($)

Current LTV*

Mortgage amount ($)

*Current LTV assumes no principal reduction from initial mortgage.

Outstanding loan balance (from servicer, $)

Good standing payment

Meets 75–80% LTV threshold

Payment details

Payment plan installments (1–8)

Payment consent date

Payment processor customer ID

Card last four

Never enter a full card number here.