Dashboard
Your mortgage business overview
Active Leads
47
+12% this month
Conversion Rate
24.5%
+3.2% this month
Monthly Volume
$2.15M
+8.4% this month
Revenue
$21,500
+15.6% this month
Quick Actions
Recent Activity
Lead qualified: John Smith
2 hours ago
Document uploaded by Sarah Johnson
5 hours ago
Follow-up reminder: Mike Davis
1 day ago
Leads Pipeline
Manage your lead pipeline with AI insights
New 1
John Smith
Hot$450,000
Primary Residence
Credit: 740
Contacted 0
Qualified 1
Sarah Johnson
Warm$325,000
Investment
Credit: 680
In Process 1
Mike Davis
Hot$275,000
Primary Residence
Credit: 720
Closed 0
Dead 0
AI Tools Hub
Manage your integrated AI tools and automation
Atlas Voice Assistant
Active
24/7 lead qualification
127 calls this month
Automation Workflows
Active
Client onboarding & follow-up
15 active workflows
Social Media Manager
Connected
Instagram & LinkedIn automation
34 new social leads
Analytics Engine
Active
Performance tracking & insights
Daily reports generated
Client Portal
Track client progress and communications
Mike Davis - $275,000 Loan
✓
Application Submitted
✓
Documents Collected
3
Underwriting Review
4
Final Approval
5
Closing
✓
W-2 Forms (2 years)
Uploaded 3 days ago
✓
Pay Stubs (2 months)
Uploaded 3 days ago
⏳
Bank Statements (3 months)
Pending
Email
Sent loan approval confirmation
2 hours ago
Call
Discussed loan terms and timeline
1 day ago
Analytics & Reporting
Track your performance and ROI
Performance Summary
Best Lead Source:
Referrals (42% conversion)
Average Deal Size:
$340,000
Time to Close:
28 days average
Settings
Manage your account and integrations
Profile Information
Plan & Billing
Professional Plan
$299/month
✓ All AI Tools
✓ Unlimited Leads
✓ Priority Support
Integrations
CRM Integration
Connected
Email Marketing
Connected
Calendar Sync
Disconnected