📋 Today's Action Items
New Borrower Lead
Fill this out and we handle the rest — application link goes to the borrower instantly, Olive Branch is notified.
Borrower receives their Olive Branch application link. Lead is added to your pipeline automatically.
✅
Lead Submitted!
Application link sent. LO notified. File is live in the pipeline.
Active Loans 0
| Last Name | First Name | Loan # | LO | Stage | Days → Close | Closing | Progress | Lock Exp | Next Step | Flags |
|---|
🧰 Active Credit Repair 0
Borrowers marked DNQ for credit — we re-pull on the date set when marking DNQ. Table sorts by next pull date by default.
| Borrower | Loan # | LO | Next Pull | Days Until | Notes |
|---|
⏳ Did Not Respond 0
Borrowers we couldn't reach. Sorted by next try-again date.
| Borrower | Loan # | LO | Last attempt | Try again | Days until | Attempts | Notes |
|---|
⛔ Other Inactive 0
Executive Dashboard
Production — Volume & Broker Comp
12 months back · 3 months projected · solid = closed, half = current, dashed = projected
YTD
$0
This Quarter
$0
This Month
$0
💵 LO Pay Pace — Next 4 Periods
Are they on track for $100k base? Counts loans & volume per period, scores against per-period target.
Math: $100k base ÷ 26 pay periods = $3,846 target per period. At 35 bp commission, that requires roughly $1.10M in volume per period. Each cell shows loan count, projected volume, and the LO's variance from target. Includes funded + projected; excludes DNQ & Did-Not-Respond.
✅ on pace 🔥 ahead ⚠️ behind ⛔ way behind
✅ on pace 🔥 ahead ⚠️ behind ⛔ way behind
LO Performance — This Month vs Goal
Goal = trailing 3-month average production. Override per LO from Settings (coming soon).
Pipeline Funnel
Active loans by stage — count + dollar volume
Pipeline Revenue Forecast
Expected broker comp, stage-weighted
This Month
$0
Next Month
$0
Month +2
$0
Math: loan amount × 1.80% × stage probability, bucketed by closing date. Stacked bars show high-prob (≥85%) · medium (50–85%) · early-stage (<50%) splits — solid bars are de-risked revenue, hatched bars need work.
Probabilities are industry defaults — calibrating to your actual book once we have 90+ days of pull-through data.
Partner Scorecard
Trailing 90 days · ranked by broker comp generated · 🥇 = top performer
| Sales Team | Leads | Funded | Pull-through | DNQ % | Ghost % | Avg DTC | Volume | Comp | Comp share |
|---|
Pull-through = funded ÷ (funded + DNQ), excludes ghosted. DNQ % = decided no ÷ leads. Ghost % = went dark ÷ leads (high % means partner is sending unqualified or unmotivated buyers — different fix than DNQ).
Bar shows each team's share of total broker comp generated.
🔥 Top 5 Attention Items
(click any row to open the loan)
👥 Loan Officer Registry
Names must match exactly what's entered on loan files.
🪪 Compliance & Licensing
Texas-wide expiry dates apply to everyone (TX SML license renews Dec 31 annually, NMLS CE due Nov 30, group E&O policy). Per-LO details (NMLS #, state license #) are unique. Dashboard flags anything within 60 days. Saved locally — syncs to DB after migration 010.
Texas-wide expiry dates (one set for the whole company)
Per-LO identifiers
💡 Date blank = no alert. Add when you have it.
🔗 Google Sheets Connection
Optional but recommended — connects live data sync and automated daily LO email reports.
1
Go to sheets.google.com → create blank sheet → name it Olive Branch Pipeline → copy the ID from the URL.
2
Extensions → Apps Script → delete all → paste the script below → fill in Spreadsheet ID and Anthropic API key at top → Deploy → New Deployment → Web App → Execute as Me → Access Anyone → copy URL.
3
Paste URL in the sync bar at the top of this page and click Connect. Set trigger: sendDailyReports → daily at 7am.
Click "Copy Apps Script" to load the script.