Total Volume
$12.4M
▲ 18.6%YTD vs. last year
Saturday, August 1
Good morning, Jordan.
Here’s what deserves your attention across The Mortgage House.
Loans Closed
34
▲ 6ahead of pace
Active Pipeline
12
$5.82Mtotal loan volume
Follow-Ups Due
7
3 overduesince yesterday
Contacts
1,284
+28new this month
Company numbers
Live production across all 8 loan officers
$48.7M
Funded YTD
131
Loans closed
17.8 days
Avg. clear-to-close
96.4%
Pull-through rate
Pipeline distribution
$5.82M across 12 active files
$5.82M
Active volume
Pre-Approval$1.23M
Application$980K
Underwriting$1.16M
Conditional$875K
Clear to Close$912K
Closing$663K
Automation recap
Your systems worked
while you were away.
Lead nurture, milestone updates, and borrower reminders ran automatically in the last 7 days.
86
Texts sent
21
Follow-ups scheduled
6.4
Hours saved
Follow-ups that move business
Prioritized by urgency and relationship value
ER
Elena Rivera
Borrower · Conditional approval
Check in on updated bank statements and gift letter.
Overdue 1d
High priority
CM
Claire Morgan
Agent · Compass
Share pre-approval strategy for the Walker offer.
Today 10:30
Agent partner
DW
Derek Walker
Lead · Referred by Claire Morgan
Review FHA vs. conventional payment scenarios.
Today 2:00
Warm lead
MS
Maya Sullivan
Past client · Closed May 2024
Annual mortgage review; equity position is up 8.1%.
Mon 9:15
Annual review