Slopes Connect

Sarah Chen

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Welcome

🔔 Notifications

🔗

Referrals

+2 this Q

Closed

$785K

50%

Close Rate

Above avg

Updates

3 unread

📝 Personal Notes from Felix

New

📝

Note on Maria Gonzalez

"Hey Sarah — Maria's file is almost complete. Just waiting on bank statements. Called her Thursday and walked her through upload. Looking good!"

Apr 11 · 📧 Emailed to you · 🔔 App

📝

Note on Miguel Flores

"Sarah — great news! Miguel is clear to close. Closing April 17. Everything went smooth. Thank you for this referral!"

Apr 8 · 📧 Emailed · 🔔 App

Your Pipeline

Consultation

Docs Pending

Clear to Close

Path B (Working)

My Clients

Client	Stage	Funnel	Amount	Updated
Maria Gonzalez Spanish	Docs Pending	Path A	$435K	Apr 11
Sofia Martinez Spanish	Consultation	No Response D7	TBD	Apr 12
Carlos Ruiz Spanish	Path B	Credit 590→620	TBD	Apr 10
Miguel Flores Spanish	CTC!	Closing Apr 17	$350K	Apr 11

Submit a New Referral

How it works: Submit info below → Felix contacts them within 60 seconds → You get notified via email + app at every touchpoint.

First Name *

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This helps Felix route them to the right path faster. It's okay if you don't know — he'll figure it out on the consultation call.

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Or share your personal link: slopes.mortgage/refer/sarah-chen

All Referred Clients

Tap any client for full details, docs, and messaging

Client	Lang	Stage	Funnel	Amount	Docs	Next Action	Updated
Maria Gonzalez	Spanish	Docs Pending	Path A D10	$435K	5/6	Wk 2 Thu call	Apr 11
Sofia Martinez	Spanish	Consultation	No Resp D7	TBD	—	Day 14 AI call	Apr 12
Carlos Ruiz	Spanish	Path B	Credit 590	TBD	—	Q2 credit chk	Apr 10
Miguel Flores	Spanish	CTC	Close 4/17	$350K	6/6 ✓	Sign at closing!	Apr 11

Q2 2026 — Partner Performance Report

Sarah Chen · Keller Williams · VIP Partner

Leads

Closed

50%

Close Rate

$785K

Volume

Lead-by-Lead Breakdown

Client	Referred	Stage	Funnel	Amount	Pre-Approved?	Closed?	Days
Maria Gonzalez	Apr 1	Docs	Path A D10	$435K	Pending	—	12
Sofia Martinez	Apr 6	Consult	No Resp D7	TBD	—	—	7
Carlos Ruiz	Feb 28	Path B	Credit 590	TBD	Not Yet	—	44
Miguel Flores	Jan 20	CTC	Close 4/17	$350K	Yes	Apr 17	83

Pipeline Funnel

Submitted

Qualified

Pre-Approved

Closed

Key Metrics

Avg Days to Pre-Approval21 days

Avg Days Lead → Close67 days

Avg Loan Amount$392K

Your TierVIP ⭐

All Quarters

Q1 2026

2 leads

1 closed · $550K

Q4 2025

1 lead

1 closed · $235K

All Time

7 leads

4 closed · $1.57M

💬 Messages with Felix

Two-way — Felix sees these in the CRM

Hey Sarah! Just wanted to update you on Maria — she's almost there. Waiting on bank statements. Called her Thursday and she said she'd upload over the weekend.

Felix · Apr 11, 3:42 PM

Thanks Felix! She mentioned she was going to scan them at home. Let me know if she needs help.

Sarah · Apr 11, 4:15 PM

Perfect — that's great to hear. I'll follow up Monday if we don't see them. Also — Miguel is clear to close! Closing is set for April 17. 🎉

Felix · Apr 11, 4:20 PM

Amazing!! Miguel is going to be so happy. Thanks for taking such good care of these clients.

Sarah · Apr 11, 4:22 PM

That's what we're here for. Thank you for the referrals — you're the best. Let me know if you have any more coming!

Felix · Apr 11, 4:25 PM

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Tap any stage to see the drip campaign behind it. Your client's journey from lead to keys.

All Notifications

All also emailed to sarah.chen@kw.com

📝

Felix wrote a note on Maria Gonzalez

"Maria's file is almost complete. Waiting on bank statements."

Apr 11 · 📧 Email + 🔔 App

✅

Miguel Flores — Clear to Close

All conditions cleared. Closing April 17.

Apr 8 · 📧 Email + 🔔 App

📧

Team emailed Maria Gonzalez — Rate Lock Info

Day 12 document chase. Email about rate lock timing.

Apr 7 · 📧 Email + 🔔 App

🤖

Sofia AI called Sofia Martinez — Day 7

Voice call + market update SMS. No response yet.

Apr 6 · 📧 Email + 🔔 App

💬

SMS sent to Maria Gonzalez — Day 5

"Your file is ready — only thing missing is your documents."

Apr 5 · 📧 Email + 🔔 App

📊

Quarterly Credit Check — Carlos Ruiz

Score at 590, target 620. Tips sent. On track.

Apr 3 · 📧 Email + 🔔 App

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