User Name
username@gmail.com
Clients
Track and manage your clients and leads here
75
Total Clients
29
Hot Clients
21
Warm Clients
$33.6M
Estimated Volume
| Client | Role & Type | Status | Amount | Progress | Loan Officer | |
|---|---|---|---|---|---|---|
Hunter Torres Last contact: 2 days ago | Purchase Client | hot | $444,888 | Progress94% | John Smith | |
Aaron Thomas Last contact: 1 week ago | Purchase Branch | cold | $258,737 | Progress31% | Lisa Martinez | |
Benjamin Nguyen Last contact: 1 day ago | Refinance Team Member | warm | $437,644 | Progress61% | Joseph Martin | |
Hunter Rivera Last contact: 2 days ago | Investor Branch | warm | $664,520 | Progress2% | John Smith | |
Alexis Carter Last contact: 1 week ago | Investor Branch | hot | $541,145 | Progress19% | John Smith | |
Daniel Gonzalez Last contact: 3 weeks ago | Investor Branch | warm | $404,949 | Progress14% | Lisa Martinez | |
Jordan Adams Last contact: 3 weeks ago | Refinance Client | hot | $632,313 | Progress47% | John Smith | |
Amanda Martin Last contact: 3 days ago | Purchase Branch | warm | $456,902 | Progress2% | Joseph Martin | |
Megan Taylor Last contact: 3 days ago | Refinance Team Member | hot | $544,088 | Progress62% | John Smith | |
Olivia Garcia Last contact: 2 weeks ago | Investor Client | warm | $400,084 | Progress50% | Joseph Martin | |
Joseph Richardson Last contact: 2 weeks ago | Investor Branch | hot | $280,211 | Progress63% | Lisa Martinez | |
Jordan Stewart Last contact: 1 week ago | Purchase Client | cold | $334,345 | Progress61% | Joseph Martin | |
Ava Edwards Last contact: 1 week ago | Refinance Team Member | warm | $689,556 | Progress79% | Lisa Martinez | |
Rebecca Wilson Last contact: 5 days ago | Investor Client | warm | $217,275 | Progress12% | Lisa Martinez | |
Courtney Mitchell Last contact: 1 week ago | Refinance Branch | hot | $210,100 | Progress3% | Lisa Martinez | |
Hannah Ross Last contact: 2 days ago | Refinance Team Member | cold | $314,485 | Progress37% | Joseph Martin | |
Hannah King Last contact: 2 weeks ago | Refinance Team Member | warm | $662,613 | Progress69% | John Smith | |
Madison Barnes Last contact: 5 days ago | Purchase Team Member | cold | $447,861 | Progress56% | Lisa Martinez | |
Kelly King Last contact: 3 weeks ago | Purchase Team Member | cold | $329,528 | Progress62% | Joseph Martin | |
Christopher Davis Last contact: 1 day ago | Purchase Branch | cold | $373,368 | Progress9% | Joseph Martin | |
David Ramirez Last contact: 1 month ago | Investor Branch | warm | $244,808 | Progress40% | Lisa Martinez | |
Isabella Rodriguez Last contact: 3 days ago | Refinance Client | cold | $480,799 | Progress6% | John Smith | |
Daniel Roberts Last contact: 1 month ago | Refinance Team Member | warm | $210,310 | Progress89% | Lisa Martinez | |
Aiden Edwards Last contact: 1 week ago | Purchase Client | warm | $589,751 | Progress91% | Joseph Martin | |
Victoria Reed Last contact: 1 day ago | Refinance Team Member | hot | $557,819 | Progress1% | Lisa Martinez |