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You need to track finance-related work without implying the
platform runs your lending approvals.

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This is preparation only.

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Start with accessible Deal Room records and distinguish
transaction stage from internal credit decisions.

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Use filters to locate the work needing evidence today, then apply
your institution’s actual underwriting and offer process
separately.

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Open Filters in Deal Room.

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Status describes the overall state; Stage identifies a transaction
step such as NDA and Access, Pre LOI Review, Offer, Escrow and
Funding, Due Diligence or Close.

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Combine these with Search to find work.

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A filter changes the displayed list; it does not advance, sign off
or approve the deal.

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In a permitted result, choose Open deal and review the checklist
and the next required item.

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The deal offers Answer questions, Create a task and Documents.

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Later stages can stay locked until earlier required items are
complete.

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Use the checklist to identify the evidence and responsible side.

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A progress percentage is not a probability of closing.

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Agree the outstanding information and authorised supplier for each
real opportunity.

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Review through approved access and record decisions in the actual
institutional process.

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A deal filter cannot create a credit approval or offer.

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The practical outcome here is a clear evidence queue and next
discussion, with loan decisions and completion requirements kept
in their proper workflow.