🌟
#1
April LO Rank
Out of 7 loan officers this month
Your Achievements
🏆 Team Leader
💰 $2M+ Month
⚡ 3-Month Streak
🔥 Hot Closer
💪
Crusher
$5M – $10M YTD funded volume
Next: Elite 🏆 at $10M
84%
🔥 Monthly Challenge
Beat your best month: $1.85M (March)
Current April: $2.1M
Current April: $2.1M
✓
🔥 New personal best!
+$250K over March
MTD Funded Volume
$2.1M
5 loans funded in April
↑ +18% vs March
Next: $2.5M month84%
YTD Funded Volume
$8.4M
22 CTC loans in 2026
↑ Ahead of pace
Next: $10M YTD84%
MTD Funded Loans
5
2 more pending CTC
↑ +2 vs March MTD
Best month: 5 (Mar)🏆 Tied
Active Pipeline
8
$2.4M pipeline value
2 CTC · 6 in progress
CTC rate25%
Active Pipeline
Your open files right now
Garcia, R.
Agent: Leonard Watson
$525,000
CTC · Apr 12
Martinez, C.
Agent: Amber Brown
$285,000
CTC · Apr 15
Johnson, T.
Agent: Justin Reynolds
$420,000
Cond. Approval · Apr 22
Williams, S.
Agent: Chris Johnson
$315,000
Underwriting · Apr 28
Thomas, M.
Agent: Florence St Hubert
$380,000
Appraisal · May 3
Leaderboard
April 2026 · MTD
1
JC
Jayson Cruz YOU
$2.1M
2
KC
Kevin Countis
$1.8M
3
TS
Taylor Salomon
$1.2M
4
JCu
Jason Curella
$890K
My Pipeline
All your active files · live from PIPE sheet
2 CTC
1 Cond. Approval
2 Underwriting
2 Appraisal
1 Processing
| Client | Loan Amt | Stage | Referring Agent | Processor | Close Date | Days to Close |
|---|---|---|---|---|---|---|
| Garcia, R. | $525,000 | CTC | Leonard Watson | Chaunci W. | Apr 12 | 9d |
| Martinez, C. | $285,000 | CTC | Amber Brown | Merry-Ann T. | Apr 15 | 12d |
| Johnson, T. | $420,000 | Cond. Approval | Justin Reynolds | Chaunci W. | Apr 22 | 19d |
| Williams, S. | $315,000 | Underwriting | Chris Johnson | Merry-Ann T. | Apr 28 | 25d |
| Thomas, M. | $380,000 | Appraisal | Florence St Hubert | Chaunci W. | May 3 | 30d |
| Rivera, A. | $195,000 | Processing | Nicolas Cavero | Merry-Ann T. | May 9 | 36d |
| Thompson, D. | $248,000 | Underwriting | Kieran Dee | Chaunci W. | May 15 | 42d |
| Lopez, M. | $210,000 | Appraisal | Desiré Lopez | Merry-Ann T. | May 20 | 47d |
My Monthly Funded Volume 2026
Personal Pace & Forecasting
$1.6M
Until Elite 🏆
Rising Star
$0 – $2M YTD
Closer
$2M – $5M YTD
Crusher — You are here
$5M – $10M YTD · Currently $8.4M
Elite — $10M
3 more loans at your avg
Legend — $20M
Projected to hit by November
Avg Monthly Volume (4 months)
$1.53M
Projected Year-End Volume
$25.2M
Projected Year-End Loans
66
Your % of Team Goal ($150M)
16.8%
Top Referral Agents
| Agent | Files Sent | Funded | Volume |
|---|---|---|---|
| Amber Brown | 8 | 6 | $1.9M |
| Leonard Watson | 6 | 5 | $1.6M |
| Justin Reynolds | 5 | 4 | $1.2M |
| Chris Johnson | 4 | 3 | $940K |
| Florence St Hubert | 3 | 2 | $580K |
Leaderboard
CTC funded volume · 2026
Month to Date
Year to Date
Loan OfficerLoansVolume
1
JC
Jayson Cruz YOU 🔥🏆
5 loans
$2.1M
2
KC
Kevin Countis ⚡
4 loans
$1.8M
3
TS
Taylor Salomon ⚡
3 loans
$1.2M
4
JCu
Jason Curella
2 loans
$890K
5
MT
Merry-Ann Turner
2 loans
$650K
6
CW
Chaunci Witherspoon
1 loan
$340K
7
MB
Mike Bruzda
1 loan
$295K
Your Processors
Who's working your files right now
CW
Chaunci Witherspoon
4 of your files | Garcia, Martinez, Thomas, Thompson
2
CTC / 4 files
MT
Merry-Ann Turner
4 of your files | Martinez (2nd), Williams, Rivera, Lopez
0
CTC / 4 files
All Processors | April MTD
Funded CTC loans across all LOs
ProcessorFilesCTCRate
1
CW
Chaunci Witherspoon
18 files
14 CTC
78%
2
MT
Merry-Ann Turner
15 files
11 CTC
73%
3
RB
Richard Brunet
12 files
8 CTC
67%
"Speed closes loans. If you're not calling the listing agent before the offer lands, someone else is."
The Bidding War Call
Before the offer arrives, call the listing agent directly. Confirm your buyer has a full underwritten approval, not just a pre-qual. A real call, not an email. This is the move that wins.
The 60-Minute Rule
Respond to every new lead within 60 minutes. Return every call same day. Text within the hour. Speed is the only differentiator that's free and entirely in your control.
The 3-Touch Follow-Up
Day 1, Day 3, Day 7. After Day 7: every 2 weeks for 90 days, then monthly. Most deals close on the 5th or 6th follow-up. The ones who stop at 2 never find out.
Full Underwritten vs Pre-Qual
A full underwritten approval means the only variable left is the property itself. Train every agent you work with to understand the difference. It changes how they present offers.
The $100K Activity Formula
22 meaningful conversations per week equals roughly $100K in annual commission. That's your number. Track it. The scoreboard: 500 pts per appointment set, 100 pts per substantive follow-up.
The 2-Minute Rule
If a task takes more than 2 minutes and someone else can own it, build the system to hand it off. Your time is loan origination. Everything else is overhead. Delegate or eliminate.