Dashboard
Pipeline Count
24
Active loans
MTD Volume
$4.2M
This month
Commission Pacing
82%
On track
Rate Alerts
2
Active alerts
Today's Agenda
Rate Snapshot
Pipeline Overview
Top Refi Opportunities
Recent Activity
Clients
Find Refinance Opportunities
Import Clients from CSV
Drag and drop CSV file here or click to select
Supported: First Name, Last Name, Email, Phone, Type, Status, Property Value, Loan Amount, Current Rate, FICOAI Tools
Find Matching Programs
Generate Call Script
Prepare Meeting Brief
Generate Video Script
Generate Just Closed Post
Market Intelligence
Current Mortgage Rates
Rate Display
Rate History
Configure Rate Alerts
Active Alerts
Chart Selection
Key Economic Indicators
Pipeline
Prospect
Pre-Qual
Application
Processing
Underwriting
Clear to Close
Funded
Annual Goal
$120K
YTD Earned
$45.2K
MTD Earned
$8.5K
Pacing
42%
Goal vs Actual
Monthly Trend
Generate Document Checklist
Rate Sheet Generator
Calls This Week
18
Apps Taken
5
Loans Closed
2
Commission
$8.5K
Calculators
Marketing Hub
February 2025
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Upcoming Birthdays
Loan Anniversaries
Generate Open House Form
Settings
Profile Information
Business Goals
Data Management
Manage your dashboard data and backups.
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