Loan pipeline report

The Business Snapshot: how many loans REACHED each stage in the period,
with volume, plus funded-by-month and loan-type breakdowns.

"Reached", not "sitting in". A loan that has moved on still counts
towards every stage it passed through — otherwise "Credit Pulled MTD"
would shrink as loans progressed, which is the opposite of what a funnel
measures. Use GET /api/partner/pipeline for point-in-time counts.

Period boundaries use the account's timezone, not UTC and not the
caller's. A month is the team's month.

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Query Params
string

Include a paginated drillThrough object (kind, count, page, pageSize, items with id/name/href) for this count metric.

integer

Drill-through page; 50 records per page.

string
enum

For a snapshot-stage metric; omit for Key Metrics.

Allowed:
branchIds
array of strings

Narrows loans, chart and related records to authorized branches; never widens access.

branchIds
string
enum

Reporting period; defaults to year to date

date

Start date, when period is custom

date

End date, when period is custom

Response
200

success

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