Welcome
🔔
Notifications
🔗
4
Referrals
+2 this Q
2
Closed
$785K
50%
Close Rate
Above avg
6
Updates
3 unread
📝 Personal Notes from Felix
NewNote 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
1
Docs Pending
1
Clear to Close
1
Path B (Working)
1
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.
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 |
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
4
Qualified
3
Pre-Approved
1
Closed
1
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 CRMHey 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.
Thanks Felix! She mentioned she was going to scan them at home. Let me know if she needs help.
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. 🎉
Amazing!! Miguel is going to be so happy. Thanks for taking such good care of these clients.
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!
Messages appear in Felix's CRM in real-time. He'll reply here or call you back.
Message About a Specific Client
Felix gets this as a CRM task + notification. He'll respond within 1 hour.
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