Communications
Unified communication hub for all client interactions
SJ
Sarah Johnson
Thanks for the rate update!
Active Lead
2:30 PMMC(
Mike Chen (Realtor)
2
Client is ready to move forward
Partner
1:45 PMDR
David Rodriguez
1
When can we schedule the appraisal?
In Process
11:20 AMLC
Lisa Chen
Documents uploaded successfully
Clear to Close
YesterdaySJ
Sarah Johnson
Active Lead
Hi John, I received your email about the rate options. The 30-year fixed at 7.125% looks good to me.
2:25 PM
Great! I'll prepare the rate lock paperwork. We can lock this rate for 45 days. Would you like to schedule a call to go over the next steps?
2:28 PM
Thanks for the rate update!
2:30 PM
Contact Details
SJ
Sarah Johnson
Hot Lead
sarah.j@email.com
Phone
(555) 123-4567
Loan Amount
$425,000
Property
123 Oak Street, Austin, TX
Lead Score
92/100