Lead Pipeline

Track homeowners through the funnel.

Pipeline Stage Overview

16

Lead

1

Appraisal

1

Legal Review

1

Funded

Overall Progress20%

Application

Pre-Approval

Under Contract

Closing

Closed

Lead
16

Lisa Guy

lisaguyofficial1@gmail.com
456789
lead25%

Lisa Guy

lisaguyofficial@gmail.com
9876789
lead25%

Ama

amagil@gmail.com
24455657
Home:$1,250,000,000
HELOC:$4,000,000
LTV 0%
lead25%

Ama

amagil@gmail.com
0801455254
Home:$60,000
HELOC:$250,000
LTV 493%
lead25%

rkgjjhhh

dkfjgjghj@gmail.com
45645676567
lead25%

maria

kskssnn@gmail.com
344566778
lead25%

hjjuhuu

lisaguy@gmail.com
7678778889
lead25%

yghgh

cherylgould939@gmail.com
44556666
lead25%

hgjjg

cherylgould939@gmail.com
7575678585
lead25%

bthtg

cherylgould939@gmail.com
8576576
lead25%

pat

cherylgould939@gmail.com
565657548
lead25%

jane

elonbruceofficial@gmail.com
757584585
lead25%

mario

mario@gmail.com
9586868867696
Home:$650,000
HELOC:$320,000
LTV 123%
lead25%

mario jean

marionlill@gmail.com
0498475768657
Home:$650,000
HELOC:$430,000
LTV 68%
lead25%

Sarah Mitchell

sarah.m@email.com
(512) 555-0142
Home:$620,000
HELOC:$85,000
LTV 69%
lead25%

Emily Thompson

ethompson@email.com
(615) 555-0189
Home:$540,000
HELOC:$70,000
LTV 70%
lead25%
Appraisal
1

James Rodriguez

j.rodriguez@email.com
(720) 555-0198
Home:$480,000
HELOC:$60,000
LTV 71%
appraisal50%
Legal Review
1

Amanda Chen

achen@email.com
(404) 555-0267
Home:$750,000
HELOC:$120,000
LTV 69%
legal review75%
Funded
1

Robert Williams

rwilliams@email.com
(305) 555-0321
Home:$890,000
HELOC:$95,000
LTV 69%
funded100%