MortgagePro

CRM System

JD

John Doe

NMLS #123456

MortgagePro CRM

Lead Scoring Dashboard

AI-powered lead prioritization and insights

87
Avg Score
23
Hot Leads
Current Lead: Sarah Johnson
0
Score
🔥 Hot Lead
+15 points

Last activity: 2 hours ago

Score Trend
Score Breakdown
Response Time
20/20

Responded in 3 minutes

Loan Amount
15/15

$650,000 loan amount

Activity Level
12/15

8 interactions this week

Email Opens
15/20

3 email opens in 24 hours

Property Identified
10/10

Specific property in Scottsdale

Pre-approval Status
0/15

No pre-approval yet

Timeline
20/20

ASAP timeline

Source Quality
15/15

Realtor referral

AI Recommendations

This lead is heating up! 3 email opens in 24 hours

Score increased 15 points - timeline changed to ASAP

Similar leads with this profile close 73% of the time

Best action: Call between 10-11 AM based on engagement patterns

Rising Stars

Leads with increasing scores

Michael Chen

1-3 months

78
+15

Lisa Rodriguez

ASAP

71
+12

David Kim

3-6 months

69
+18
About to Lose

Decreasing scores needing attention

Jennifer Wilson

6+ months

42
-8

Robert Taylor

3-6 months

38
-12

Amanda White

1-3 months

35
-5
Hidden Gems

High scores but not contacted recently

Emily Davis

Last contact: 5 days ago

84

Chris Brown

Last contact: 3 days ago

79

Maria Garcia

Last contact: 4 days ago

76
Quick Wins

High score + ASAP timeline

Sarah Johnson

Hot lead ready to move

87

Mike Thompson

Pre-approved elsewhere

82

Lisa Chen

Property identified

85

Power Dialer

Auto-sorts by lead score

Accountability

Tracks high score lead contacts

Daily Email

Your 10 hottest leads daily