Dashboard

Welcome back, Tanner. Here's what's happening with your loans today.

Today's Overview
Key metrics for your daily workflow

8

Calls completed

12

Matches generated

$2.4M

Pipeline value

3

Closings this week

Portfolio Overview
Your overall performance and borrower metrics
24

Active Borrowers

+12% from last month

8

Calls Today

+25% from last month

156

Matches Generated

+18% from last month

4.2min

Avg. Match Time

-65% from last month

Activity Feed
Real-time updates from across the platform

Call completed with Sarah Johnson

2 minutes ago

12-minute call discussing loan application status

Twilio Integration

New lender matches found for Michael Chen

15 minutes ago

3 new eligible programs with rates starting at 6.5%

Matching Engine

Documents uploaded by Emily Rodriguez

1 hour ago

Bank statements and pay stubs received

Borrower Portal

Rate lock expiration reminder

2 hours ago

David Thompson's rate lock expires in 3 days

Email Scanner

Loan approved for Jennifer Walsh

3 hours ago

Final approval received from Wells Fargo

LOS Integration
TODO List
Your action items and follow-ups

Follow up with Sarah Johnson on income verification

Call Transcripthigh
Today

Send rate lock confirmation to Michael Chen

Emailmedium
Tomorrow

Review updated bank statements for Emily Rodriguez

Document Uploadlow
Yesterday