Client Lead Funnel

Track your home loan clients

5
Initial Contact
1
Initial Meeting
0
Document Request
1
Doc Confirmation
2
Credit Analysis
1
Pre-Approval

Initial Contact

5

Gloria Madrigal

Purchase
1/672d in stage

Uvaldo Resendiz

Purchase
1/675d in stage· 2 months ago

Alejandro Luevano

Investment
1/675d in stage

Brandi Morovich

Purchase
1/675d in stage

Lisa Carter

Purchase
1/675d in stage· 2 months ago

Initial Meeting

1

Cynthia Villalobos

Purchase
2/671d in stage· 2 months ago

Document Request

0

No clients

Doc Confirmation

1

Nicole Aguilera Bargas

Purchase
4/675d in stage· 2 months ago

Credit Analysis

2

Zuriah Castillo

Purchase
5/675d in stage· 2 months ago

Kimberly Rodriguez

Purchase
5/675d in stage· 2 months ago

Pre-Approval

1

Cyruss Taghai

Purchase
6/675d in stage· 2 months ago