Dashboard
1,234
Total Contacts
+12%
$2.4M
Pipeline Value
+8%
47
Active Loans
0%
12
Closed This Month
+25%
Recent Activity
View AllEmail sent to Sarah Johnson
2 hours ago
Call with Michael Chen
4 hours ago
New application from Emily Rodriguez
Yesterday
Loan closed for David Kim
2 days ago
Upcoming Tasks
Follow up with Sarah Johnson
Overdue
Review Michael Chen's documents
Today
Send rate lock to Emily
Tomorrow
Weekly team meeting
Jan 28
Pipeline Overview
Lead 24
$1.2M
Application 18
$890K
Processing 12
$620K
Underwriting 8
$410K
Closing 5
$280K