MortgagePro

CRM System

JD

John Doe

NMLS #123456

MortgagePro CRM

Team Management

Manage your loan team and track performance

7

Total Team Members

6

Active Members

125

Total Active Loans

$12.5M

Monthly Volume

Team MemberRoleContactActive LoansMonthly VolumeStatusActions
JD

John Doe

ID: 001

Senior Loan Officer

john.doe@mortgagepro.com

(555) 123-4567

24

$2.4M

Active
SW

Sarah Wilson

ID: 002

Loan Officer

sarah.wilson@mortgagepro.com

(555) 234-5678

18

$1.8M

Active
MC

Mike Chen

ID: 003

Loan Processor

mike.chen@mortgagepro.com

(555) 345-6789

32

$3.2M

Away
LR

Lisa Rodriguez

ID: 004

Underwriter

lisa.rodriguez@mortgagepro.com

(555) 456-7890

15

$1.5M

Active
JW

Jennifer Wilson

ID: 005

Loan Processor

jennifer.wilson@mortgagepro.com

(555) 567-8901

28

$2.8M

Active
MS

Mark Stevens

ID: 006

Junior Loan Officer

mark.stevens@mortgagepro.com

(555) 678-9012

8

$800K

Inactive
AT

Amanda Taylor

ID: 007

Operations Manager

amanda.taylor@mortgagepro.com

(555) 789-0123

0

-

Active

Top Performers This Month

#1
MS

Mark Stevens

Junior Loan Officer

$800K

8 loans

#2
MC

Mike Chen

Loan Processor

$3.2M

32 loans

#3
JW

Jennifer Wilson

Loan Processor

$2.8M

28 loans

Team Activity

Sarah Wilson joined a client call

2 hours ago

Mike Chen processed 3 applications

4 hours ago

Lisa Rodriguez approved 2 loans

6 hours ago