Good afternoon, Rebecca
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Today's Agenda
Appointments
2-
- Open House
- 1600 Utica Ave S. Suite 800 Minneapolis, MN
-
- Open House Feedback Retro/Review
- https://totalexpert.zoom.us/j/6177059276
Tasks
12-
Nibh Porta Vehicula12/31/2022, 12:00PM CST
-
Ridiculus Egestas Nibh Consectetur Magna12/31/2022, 12:00PM CST
-
Elit Fermentum Cursus12/31/2022, 12:00PM CST
Active Leads
Mortgages
-
Jason Reed
Stage 3 - Application -
Cory Angen
Stage 4 - In Process -
Liz Haakenson
Stage 1 - New Lead
Commercial Loans
-
Jason Reed
Stage 1 - New Lead
Banking Accounts
-
Scott Ray
Stage 3 - Application
New Contacts
Past 24 hoursBirthdays
This weekEmails Opened
Past 24 hoursLoan Count
past 30 daysAt A Glance
- Pending Commission
- $27,230
- Pre-ApprovalsNext 90 days
- 34
- Co-Marketing Partners
- 11
- Recent Email Click-Throughs
- 27
- Closed Loan VolumeYTD
- $24,304,203
Metrics
- Pending Commission
- $27,230
- Pre-ApprovalsNext 90 days
- 34
- Co-Marketing Partners
- 11
- Recent Email Click-Throughs
- 27
- Closed Loan VolumeYTD
- $24,304,203