People

Every borrower, lead and referral partner — with the last thing they said across any channel.

Borrowers

Elena Martinez

Conditions · $485k

Elena: Sending paystub tonight!

David Chen

Shopping rate · $610k

David: Should we lock today?

Michael Cohen

Processing · $720k

Michael: Uploaded bank statements

Grace Okafor

Application · $340k

Grace: Intro call, sending docs

Kevin Nguyen

Cooling · 12 days quiet

You: Sent pre-qual letter

Rachel Kim

Realtor · Keller Williams · 4 active referrals

Rachel: New buyer, sending your way

Yesterday

Tom Reyes

Realtor · Compass RE · 3 active referrals

Tom: Checking on Goldberg timeline

Tue