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David Chen

Conventional 30-yr

Needs you
$610,000

77 Beacon Hill Rd, Round Rock, TX

Loan type

Conventional 30-yr

Rate

Not locked

Lead
Application
Processing
4Shopping
5Submitted
6Conditions
7Clear to Close
8Closed

What's happening

Chen texted at 7:15 — she is asking if locking today makes sense given rates. She replied to your last email. This is time-sensitive; rates moved this morning.

NextCall Chen back re: locking the rate today

DTI

31%

LTV

75%

FICO

778

Rate

Floating

Conditions & needs

  • Rate lock decision

    Open

  • Income docs

    Cleared

People on this loan

DC

David Chen

Borrower

RK

Rachel Kim

Realtor

DP

Dana Poole

Processor

Activity

Every channel, one feed

Email, WhatsApp, Slack and ARIVE merged in order.

  1. David ChenWhatsAppToday 7:15 AM

    Should we lock today? Nervous about rates

  2. You → David ChenEmailYesterday 4:30 PM

    Sent 3 lender options with pricing

  3. ARIVEARIVEToday 6:50 AM

    Pricing refreshed — Summit best at 6.625%

Ask Compass about this loan

“What's left on David?” · “Draft a nudge”