CRM-FINANCE

ABSOLUTE AI FINANCE - Sophisticated Dashboard Mockup (Loan Officer Focus)

Welcome, ABSOLUTE AI FINANCE User!

Data as of: **Saturday, September 27th, 2025** (AZ Market Focus)
Loans Funded (MTD Volume)
$4,250,000
+15% vs. last month
Total dollar volume of closed loans this month.
Est. Commission Payout (MTD)
$55,250
1.3% Basis Point Avg.
Estimated gross commission based on funded loans.
Pipeline Value (Closing Next 30 Days)
$1,850,000
-8% week-over-week
Value of loans in 'Underwriting' and 'CTC' stages.
New Leads Today (Referral)
6
+2 above daily average
Leads generated via realtor, builder, or past client network.
Avg. Loan Cycle Time (Days)
31 Days
+2 Days from last month
Time from initial application to closing/funding.
Loans with Doc. Deficiency
4
2.5% of active pipeline
Critical loans with missing or expired compliance documents.

Critical Pipeline Status (Immediate Action Required)

Borrower Loan Type Loan Amount Closing Date Current Status
Johnson, A & R 30-Yr Fixed (Purchase) $410,000 10/01/2025 CLEAR TO CLOSE
Singh, K. (Refi) Cash-Out Refinance $385,000 09/30/2025 DOCS PENDING (CD)
Desert Hills Builder Construction Loan $950,000 10/15/2025 Underwriting Review
Mesa Auto Group Commercial Real Estate $1,500,000 TBD Processing (Appraisal Ordered)
Smith, D. (First-Time) FHA (Purchase) $295,000 10/25/2025 Doc. Deficiency (VOE Expired)
Glendale Condo Investor VA Loan (Refi) $220,000 09/27/2025 FUNDED (Today)

Leads Generated Today (Need Pre-Qualification)

Lead Name City Interest Source Time Since Intake
Markus V. Phoenix Purchase: $550k Home Realtor: Jane Doe 1 Hour Ago
Buckeye Family Trust Buckeye Personal Loan Inquiry AI Prospecting Tool 2 Hours Ago
Cave Creek Rancher Cave Creek Refinance (Rate/Term) Website Form 3 Hours Ago
Peoria Young Couple Peoria Pre-Approval for First Home Social Media Ad 4 Hours Ago
Mesa Commercial Client Mesa Business Line of Credit AI Prospecting Tool 5 Hours Ago