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Today
Whitfield Law PC9:48 AM
Closing documents — F. Ahmed, 18 Castlemore Ave
Please find attached the draft charge and the direction re: funds…
Matched📎 2Shared
James Nguyen9:21 AM
Re: Returned payment on your mortgage #1187
Sorry about that, I changed banks. Can I e-transfer today?
Matched⚑ Today★Shared
mchen.realty@email.com8:05 AM
2nd mortgage on a commercial unit in Markham?
Hi, do you do 2nd mortgages on commercial condo units…
UnmatchedShared
Yesterday
A. Lee — Summit MortgageSep 29
Appraisal and mortgage statement for D. Chen
Attached: appraisal (Brightline) and the current 1st mortgage statement…
Matched📎 2Collaboration · 1 task
Priya NairSep 29
H. Kim — lender allocation for the $160K gap
Internal: Dunmore said they can take $100K, still need $60K…
TeamInternal
Karan SinghSep 29
Re: Your mortgage matures Nov 1 — renewal options
Thanks Alex, I'd like to go with the 12-month option…
Matched★Private
This week
Dunmore Capital Corp.Sep 28
Lakeview Plaza — can take $1M
We're interested in the Lakeview Plaza deal and can commit…
Matched⚑ OverdueCollaboration · overdue
Teranet ExpressSep 28
Your monthly statement is ready
Notification — no reply needed
Other
To: B. OseiSep 23
Commitment letter — please sign by Oct 2
You: Please find your commitment letter attached…
SentReply sent
Showing 9 of 214 ·
Closing documents — F. Ahmed, 18 Castlemore Ave
WL
Whitfield Law PC <jwhitfield@whitfieldlaw.ca>
To: deals@[lender].ca · Today, 9:48 AM
Hi Alex,
Please find attached the draft charge/mortgage and our direction re: funds for F. Ahmed (18 Castlemore Ave, Brampton). Closing is scheduled for October 10. Could you confirm the net advance and the lender breakdown so we can finalize the trust ledger?
Regards,
J. Whitfield
Whitfield Law PC
📄 Draft_Charge_Ahmed.pdf · 412 KB
📄 Direction_re_Funds.pdf · 96 KB
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Samuel OduyaSep 29
Borrower · #1204
I've uploaded the insurance certificate, can you confirm you got it?
MF
Maplewood Family TrustSep 29
Investor
When will the September distribution be deposited?
AL
A. Lee — Summit MortgageSep 25
Broker · Lead D. Chen
You: Thanks, underwriting has everything now.
KS
Karan SinghSep 22
Borrower · #1098 · Resolved
You: Your renewal offer is now in the portal.
Samuel Oduya
Borrower portal · Loan #1204 · 77 Lakeshore Rd, Mississauga
Hi Samuel, we still need your updated insurance certificate for 77 Lakeshore Rd. You can upload it in the portal under Documents.
I've uploaded the insurance certificate, can you confirm you got it?
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high urgency first, then newestUrgent
Dunmore Capital Corp. has waited 4 days for a reply
Email Accountability · "Lakeview Plaza — can take $1M" · Waiting: 4 days · Client context: Lender, 2 active positions
Next step: reply to confirm the allocation or tell them it's filled.
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James Nguyen asked how to pay the returned payment
Email Accountability · Received today 9:21 AM · Awaiting reply
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Email Organizer · Teranet Express sends notifications only (12 emails). No reply needed.
Info
Reassign work — Priya Nair has 6 open items, Daniel Brooks has 1
Workload Balancer · Suggest moving "Chase collateral mortgage statement #1187" to Daniel Brooks.
Email Accountability
as reported by the run| User | Received | Replied | Awaiting |
|---|---|---|---|
| Alex Morgan | 18 | 14 | 4 |
| Priya Nair | 11 | 9 | 2 |
| Daniel Brooks | 6 | 5 | 1 |
12Received today
9Sent today
7Awaiting a reply
2High urgency
4dOldest unanswered
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1Not linked to a client
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r.bhatia@emial.com
September lender statement · Sep 15
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Whole firm · 7 emails, oldest first. Read, reply and step to the next one without leaving AI Insights.
1 of 7 · waiting 4 days · responsible: Alex Morgan
Lakeview Plaza — can take $1M
Dunmore Capital Corp. · Sep 28, 2:44 PM · Matched · Lender
We are interested in the Lakeview Plaza deal and can commit $1,000,000 in the 1st position. Let us know the allocation.
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Notes & Collaboration
Closing documents — F. Ahmed · visible to your team only
AM
Task · Confirm net advance and lender breakdown Pending High
Assigned to Priya Nair · due Oct 1 · 📌 Pinned
PN
@Alex can you confirm the discharge figure Whitfield quoted before I reply?
Today 8:57 AM · Priya Nair · 👍 1
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