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Pipeline signals and recorded production, with a separate card for every loan and property.
This dashboard reads your company records. Opening it does not send messages, change loans, start workflows or activate billing.
Motivational quote
Clarity turns the next step into progress.
Choose and arrange dashboard cards
Show or hide cards, move them and choose their width. These preferences are saved only for your account.
Matching records
Back to dashboard overviewMortgage market indicators
10-year Treasury & MBS proxy
MBS proxy: iShares MBS ETF (MBB). This is a market-direction indicator, not a live UMBS coupon price or a mortgage rate quote.
Update timing: The provider reports that it rebuilds the widget approximately every 15 minutes during the trading day. After the close, it shows the latest session. Check the provider's displayed date; reload this widget for the latest available snapshot.
Open market data if the widget does not load ↗Closed loans by lead source
Recorded funding dates. Current year to date and the previous two years; other dashboard cards keep their own time windows.
View counted loans and source evidenceReferral partner contribution
Named buyer agents on recorded funded loans across the displayed years.
Pipeline
Active loan files. Purchase or refinance and the property identify each separate loan.
Open PipelineBirthdays this week
Today and the next six days, using your saved company time zone.
Refinance review candidates
Recorded funding at least 150 days ago. This is a screening list; it does not determine eligibility or savings.
Rate watch and lock expirations
Recorded active-loan lock expirations, from seven days past through the next 90 days.
Tasks and follow-ups
Open internal tasks from this company. Completing a task stays in Tasks.
Dashboard data readiness
Missing funding or source evidence stays visible; a finalized stage alone is not proof of funding.
Connections and reporting coverage
Open Email to check your connected mailbox. Personal mailbox content is loaded there.