New Leads
6
Early-stage borrower files
Pre-Approved
1
Borrowers ready to shop
Home Hunting
0
Actively searching
Under Contract
0
Executed contracts
Processing
1
Files in processing / UW
CTC
0
Clear to close / scheduled
Funded
0
Closed and funded loans
Open Follow-Ups
4
Tasks needing attention
High Priority
5
Urgent follow-up tasks
Completed Tasks
1
Finished follow-ups
Referral Partners
1
Partners in directory
Lenders
1
Approved lender contacts