Dashboard / Leads

Leads pipeline

16 open leads · $7.07M requested · a lead becomes a deal once the commitment fee is received
Quick quote Underwriting queue + New lead
Conversion rate · last 90 days
38%
11 of 29 leads became deals
Avg. days lead → deal
17
Fastest 6 days · slowest 41 days
Why leads were lost
Rate / terms7
LTV too high6
No response5
Went with another lender2
Conversion by source
Summit Mortgage Group5 of 11 · 45%
Keystone Financial3 of 8 · 38%
Referral2 of 5 · 40%
Broker portal1 of 3 · 33%
Website intake form0 of 2 · 0%
Where leads come from: + New lead (full intake form), Save as lead from a quick quote, your website intake form (each submission lands in “New inquiry”), and deals brokers submit in their broker portal — once you approve the submission in Portal requests it appears here with the source “Broker portal”. 2 broker submissions are waiting for review.
Drag a card to move it to the next stage. Skipping a stage asks you to confirm.
New inquiry6
$2.30M requested
D. Chen
Markham · via Summit Mortgage Group
$520,000
1stLTV 68%2 days
J. Okafor
Ajax · via Keystone Financial
$275,000
2ndLTV 70%Broker portal3 hrs
M. Laurent
Oakville · website intake form
$180,000
1stLTV 45%Website form1 day
P. Alvarez
Whitby · direct / website
$140,000
2ndLTV 78%1 day
Maple Ridge Builders
Barrie · via Keystone Financial
$1,100,000
1stLTV 60%4 days
T. Hussain
Brampton · referral
$85,000
2ndLTV 72%5 hrs
Docs requested3
$850K requested
L. Fraser
Oshawa · via Summit Mortgage Group
$260,000
1stLTV 55%
Missing: mortgage statement, tax bill
G. Mehta
Richmond Hill · via Keystone Financial
$400,000
2ndLTV 74%
Missing: insurance certificate
E. Kowalski
Burlington · referral
$190,000
1stLTV 50%
All documents in
Commitment sent3
$2.45M requested
B. Osei
Ajax · via Summit Mortgage Group
$330,000
1st9.99%12 mo
Commitment expires Oct 2
Lakeview Plaza Inc.
Pickering · via Keystone Financial
$2,000,000
1st10.49%12 mo
Commitment expires Oct 16
N. Rossi
Guelph · direct / website
$120,000
2nd12.99%6 mo
Commitment expires Oct 4
Fee received → Deal2
$840K · converted to deals
H. Kim
North York · via Summit Mortgage Group
$610,000
1stFee $6,100 rec'd
R. Dubois
Kitchener · referral
$230,000
2ndFee $2,300 rec'd
Leads arrive here only when the commitment fee is recorded on the lead file.
With lawyer2
$625K · closing in October
F. Ahmed
Brampton · via Keystone Financial · Whitfield Law PC
$450,000
1stClosing Oct 10
W. Tran
Markham · via Summit Mortgage Group · Whitfield Law PC
$175,000
2ndClosing Oct 15
Stages and their order are set in Settings → Statuses & stages. Moving a card can start automation rules (for example a document request email or tasks for the team).