Follow-Ups Due
Today & overdue
⚡ Refi Alerts
🎂 Birthdays Soon
My Follow-Ups
⚡ Refi Alerts
My Assigned Loans
| Borrower | Stage | Program | Amount | LO | Close Date |
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| Contact | Status | Program | Amount | Rate | Close Date | Type | Referral | Tags | Follow-Up | Assigned |
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Current 30-Year Fixed
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Set rate to activate refi alerts
Refi Opportunities
Clients 0.5%+ above current rate
| Client | Closed Rate | Spread | Amount | Est. Balance | Monthly Savings | Closed |
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| Client | Program | Amount | Rate | Est. Equity | Refi | Closed | Follow-Up | Assigned |
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| Agent | Brokerage | Score | Deals | Volume | Follow-Up | Status |
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| Name | Type | Company | Refs | Last Contact | Follow-Up |
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| # | Date | Borrower | Type | Address | Amount | BPS | Commission | LO Pay | Split | House Net | Referral |
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My Production History
Import past deals to unlock refi alerts + equity
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| Date | Borrower | Type | Address | Amount | Commission | Pay | Split | Referral |
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Leads & Prospects
Cold leads, warm prospects, anyone not yet in pipeline
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| Name | Phone | Status | Source | Interest | Budget | Follow-Up | Last Contact | Assigned |
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Team Overview
Campaigns
Pre-built sequences optimized to convert — select, customize, send
Equity Calculator
User Management
Manage team access, roles & PINs
My Open Houses
Shared Files
Shared Loan Files
| Borrower | Stage | Program | Amount | Close Date | Next Step |
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Open Houses
Create, manage, and collect leads from open houses
Loan Application (1003)
Complete the Uniform Residential Loan Application — export as MISMO 3.4 XML or PDF