Owners LP Monthly
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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
New Leads
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Not Contacted Leads
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STIPS In Leads
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Currently In Preflight (Abe)
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In Pre-Flight - No HELOC - Contact Object
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HB Est Close This Month
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Engaged Leads
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STIPS Requested Leads
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Purchase Pre Approved Leads
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Submissions Today
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HELOC Submissions Today
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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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Lost Revenue
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Avg Loan Size
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Avg Days to Fall Out
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Top Fall Out Status
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Top LO (Fall Outs)
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Lost Processing Fees
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AI Fall Out Analysis & Recommendations
Fall Outs by Loan Officer
Fall Out by Status
Fall Out by Loan Program
Fall Out by Lender (Top 10)
Weekly Fall Out Trend (12 Weeks)
Fall Out Detail
AI Ask Blair — Fall Out Analysis
Ask Blair anything about your loan fallout data. E.g. "Why are DSCR loans falling out?" or "Which LO has improved their fallout rate?"
Live data from RingCentral via Firestore
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Call Volume (Daily)
SMS Volume by LO
Avg Call Duration by LO
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
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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Ruby Recovery
Leads captured by Ruby (3rd-party answering service) for the selected period.
| Product Family / Queues Covered | Recovered | RC Inbound | Answered | Base Rate | Effective Rate |
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Effective Answer Rate = (answered + Ruby recovered) ÷ (RC inbound + Ruby recovered), capped at 100%.
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Live data from Google Ads via BigQuery
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Total Spend
$0
Clicks
0
CPL
$0
CTR
0%
HS Leads / Calls
0
Conv. Value
$0
ROAS
0x
Avg CPC
$0
Spend & Conv. Value Trend
Clicks & HS Leads / Calls
Campaign Performance
Spend by Campaign
Top Keywords
🚩 Search Term Waste (spend, 0 conversions)
🏆 Search Term Winners
Wasted Spend vs. Winner Value
Ad Group Performance
Ad Performance
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