📋 Today's Action Items
🤖 Yoda your senior processor
Computing your daily briefing…
🆕 New Apps 0
Applications received from LD (314-prefixed Lead #) and not yet contacted. Check s1 (Touched base) on a loan to move it to Pipeline. (Borrowers without an LD app yet — LN- prefix — live in Not Applied Yet.)
No uncontacted new apps
Every 314 application has had first contact. Nice work.
📌 Not Applied Yet 0
Contacted but no LoanDepot application number yet. Once they submit their 1003 and a 401/314 LOS id is assigned, they auto-flow to the active Pipeline.
Nothing waiting on application
Every contacted borrower has an LD application number assigned.
💤 Snoozed Loans 0
Parked with a wake date. Auto-flow back to active pipeline when the date arrives.
| Borrower | Loan # | LO | Wakes Up | Days Left | Reason | Actions |
|---|
💤 Snooze Loan
Park this loan until a future date. It hides from the active pipeline and Today panel until the wake date — then auto-flows back as a Today reminder.
Shown on the snooze tab and on the Today wake-up reminder.
🏆 Closed Loans 0
Funded loans (s24 checked). Sorted by closing date — most recent first.
| Borrower | Loan # | LO | Closing Date | Loan Amount | Team |
|---|
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 |
|---|
🏗️ Builder Forward Pipeline
Loans flagged as builder-forward. The total below drives the builder's forward-commitment math — keep amounts and addresses accurate.
🔍 Pre-Trigger Queue
The two silent stalls before contract. Work the list top-down — oldest first.
📥 Stips Awaiting Review 0
s3 done (stips requested) — s4 not yet checked. Borrower likely uploaded docs already.
| Borrower | Loan # | LO | Stips Requested | Days Waiting | Note |
|---|
💬 Loan Quote Not Sent 0
s4 done (stips reviewed) — s6 not yet sent. Borrower needs rate / payment / closing-cost estimate to keep moving.
| Borrower | Loan # | LO | Stips Reviewed | Days Waiting | Note |
|---|
🧰 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
📊 My Numbers
🛡 ICD Signature Watch
Your active 401s · s20b unchecked · closing within 7 biz days
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💵 My Pay Pace — Next 4 Periods
Are you on track for $100k base? Click any period to see those loans.
Math: $100k base ÷ 26 pay periods = $3,846 target per period. At 35 bp commission, that's roughly $1.10M in volume per period. Includes funded + projected; excludes DNQ, ghosted, and snoozed.
My Pipeline Funnel
Your active loans by stage · count + dollar volume · click any stage to drill in
🔥 My Top Attention Items
Sorted by urgency · click any row to open the loan
Executive Dashboard
🛡 ICD Signature Watch
Active 401s · s20b unchecked · closing within 7 biz days
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📅 Closing Date Sync
Betenbough CRM ↔ mello (click to drill in)
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🚨 Pipeline Risk
Click any gauge to see the loans
💵 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
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.
🤖 Ask the Pipeline
Powered by Claude · your loans only
💬
Ask anything about your active pipeline.
Try:
"Where is Smith at?" · "Anyone closing this week without HOI?"
"Show me everyone Meredith has in underwriting." · "Who's been DNQ'd for credit in the last month?"
"Where is Smith at?" · "Anyone closing this week without HOI?"
"Show me everyone Meredith has in underwriting." · "Who's been DNQ'd for credit in the last month?"
Loan data is PII-masked before sending to Claude · no rate / DTI / SSN ever leaves the server
🔑 Change My Password
Update your password without using the email recovery link. Safer + faster — no inbox round-trip.
👥 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.
🧹 Pipeline Cleanup
Find duplicate loans (same borrower with both an LN-* placeholder and a real LD lead number, or two LD records that should be one) and merge or delete them. Server-side merge keeps the higher-rank record and absorbs contact info / sales context from the loser. Audit trail is stamped on the surviving loan.
🔗 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.