Pipeline & loan data by Loan Officer — current month
Submissions This Month
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Pipeline Volume
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Avg Submission Size
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Today's Submissions
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Weekly Submissions (Last 4 Weeks)
Status Distribution
Loan Purpose Distribution
Top 15 Lenders
Submissions by LOA — This Month
Submissions Today (Non-HELOC)
Submissions This Week (Non-HELOC by LOA)
HELOC — Today
HELOC — This Week
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Pipeline management — live data from BigQuery & Salesforce
Submissions Today
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HELOC Today
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Submissions This Month
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In Pre-Flight
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Funded (Last 30d)
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Funded Volume (30d)
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Funded Comp (30d)
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Pipeline Comp
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New Leads Today
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Not Contacted
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Lead Stage Funnel (Salesforce Contact)
📋 Contact Pipeline (Salesforce)
New Leads/0 Days Not Contacted
Not Contacted Leads
Engaged Leads
STIPS Requested Leads
STIPS In Leads
Purchase Pre Approved Leads
In Pre-Flight - No HELOC Contact Object
🏦 Loan Pipeline (BigQuery)
Submissions Today
HELOC Submissions Today
Currently In Preflight (Loan Object)
HELOC Est Close This Month
Funded Loans Last 30 Days
Leads Received Last 7 Days
Leads Received Last 30 Days
Marketing-focused lead metrics
Total Leads
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Lead Sources
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Top Source
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Pipeline Volume
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Leads by Source
Lead Source Distribution
Lead Status Distribution
Lead Type Breakdown
Leads by Source
Tasks, submissions & pipeline management
Submissions Last Month
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This Week
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This Month
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CTC / UCCFR
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CTC — TBD
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Open Tasks by Owner
Task Priority Distribution
Open Tasks by Owner
Submissions by LOA — This Month
Detailed lead analysis by source, status & type
Total Leads
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Unique Sources
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Unique Statuses
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Leads by Source
Lead Status Distribution
Lead Source Distribution
Leads by Source
Loans that fell out of the pipeline — Last 30 Days
Total Fall Outs
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Lost Volume
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Avg Loan Size
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Top Fall Out Reason
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Fall Outs by Loan Officer
Fall Out by Status
Fall Out Detail — Last 30 Days
Live data from RingCentral via Firestore
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Call Volume (Daily)
SMS Volume (Daily)
Call Outcomes
Team Activity (Calls)
Recent Calls
| Time | Direction | From / To | Duration | Result |
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Recent SMS
| Time | Direction | From / To | Message |
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Team Performance
| Name / Extension | Total Calls | Inbound | Outbound | Avg Duration |
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Call Queue Analytics
Queue Performance
| Queue | Total | Inbound | Answered | Abandoned | Answer % | SLA % | Avg Duration | Avg Wait | Avg Hold |
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Agent Performance by Queue
| Agent | Ext | Total | Answered | Not Answered | Answer % | Avg Duration | Avg Wait |
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