CRM-FINANCE
ABSOLUTE AI FINANCE
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AI LEAD GENERATION ENGINE
**AI Prospecting Tool**
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Refinance Intent Monitor
Credit Profile Scorer
AI Rate Sheet Generator
Market Volatility Tracker
CORE LENDING & SALES HUB
Borrower Database
**Loan Pipeline Management**
**Document Vault & E-Sign**
Communication Log
AUTOMATION & MARKETING
Disclosure Delivery Workflow
**Referral Network Manager**
Client Outreach Campaigns
Pre-Approval Letter Builder
INTELLIGENCE & REPORTING
**Commission Tracker**
Compliance & Funding Reports
ADMINISTRATOR HUB
**TRID Compliance Dashboard**
User Permissions Matrix
System Configuration
Audit Logs
Servicer/Investor Data
Software Billing
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 |