MortgagePro

CRM System

JD

John Doe

NMLS #123456

MortgagePro CRM

⚠️ You're 22 calls behind pace for this hour

🔥 Sarah just hit 67 calls! You're at 45

Daily Accountability Dashboard

Track your performance and stay motivated, Teton Wilson!

1245
Points This Month
3
Day Streak
7:17 PM
Current Time
Top Performers by now
67 calls
You: 45 calls
22 calls behind
Catch-up needed
Afternoon push! Leaders have 70 calls by now
Hourly Insight
68 calls
Predicted by 5 PM
2 calls/hour
Needed pace to hit goal
94 calls
Typical Tuesday finish
90%
45/ 50

Calls Made

90%
18/ 20

Leads Contacted

80%
4/ 5

Applications Started

130%
2h 36m/ 2h 0m

Talk Time

Hourly Performance Heatmap

Your calling patterns and power hours

0
12A
0
1A
0
2A
0
3A
0
4A
0
5A
0
6A
0
7A
2
8A
8
9A
12
10A
10
11A
4
12A
6
1P
3
2P
8
3P
11
4P
6
5P
2
6P
0
7P
0
8P
0
9P
0
10P
0
11P
Active Hours
Power Hours
Current Hour
Today's Rankings
1
Sarah Martinez
67 calls • 8 apps
2150↑2
2
Mike Johnson
63 calls • 7 apps
1980↑1
3
Lisa Chen
59 calls • 6 apps
1875↓1
4
Teton Wilson
45 calls • 4 apps
1245—
5
David Rodriguez
52 calls • 5 apps
1190↑3
6
Jennifer Kim
48 calls • 4 apps
1125↓2
7
Robert Taylor
44 calls • 3 apps
1050—
8
Amanda White
41 calls • 3 apps
975↑1
9
Chris Brown
38 calls • 2 apps
890↓1
10
Maria Garcia
35 calls • 2 apps
825—
Team Wins

🎉 Sarah just closed a $450K loan!

2 min ago

🔥 Mike is on a 5-day streak!

5 min ago

💪 Team hit 500 calls before noon!

12 min ago

🏆 Lisa reached Senior LO level!

18 min ago

📞 David made 40 calls today!

25 min ago

💰 Jennifer closed 2 loans this week!

32 min ago

🎯 Team is 85% to monthly goal!

45 min ago

⚡ Robert had 3 apps in one hour!

1h ago

Your Performance Tips

You're 22 calls behind pace. Top performers make 80% of calls before 2 PM.

Your best conversion time is 10-11 AM. Next power hour is 4 PM!

3 hot leads haven't been called in 48 hours

At current pace: 72 calls by 5 PM. Need 12/hour to hit goal.

Today's Achievements
Early Bird

Made 10 calls before 9 AM

Closer

4 applications in one day

Consistent

Hit daily goal 3 days straight

Top Performer

Rank in top 3

Weekly Activity
Conversion Funnel
Calls Made
285
Contacts
108
38%
Applications
26
24%
Loans Funded
8
31%

Progress to Senior Loan Officer

755 points to go • You're 62% there!

1,2452,000