Good evening, Yousuf

Your book holds — leads — — need a first touch.

Leads in book—materialized to Neon

Enriched—phone / email found

ATTOM-verified—recorded loan on file

Messaging opt-ins—SMS / WhatsApp (TCPA)

Need first touch—status: new

Pipeline

All campaigns · this month

By campaign

Channel performance

reply / connect rate

Recent activity

Leads

— shown · filtered from — in your book

	Rank	Owner / Property	Campaign	Equity	Contactable channels	Status	Owner

My Contacts

Referrals & self-sourced contacts you've added — your own book, separate from the campaign leads.

Name	Source	Loan interest	Contactable channels	Status	Owner

No self-sourced contacts yet

Add a referral or past client with New contact. They live here in your own book — with the same compliance gates and outreach tools as campaign leads.

Campaigns

Multi-touch sequences across mail, phone, and consent-gated messaging.

Loan Officers

Territories, licensing, capacity, and lead distribution rules.

Officer	NMLS	Licensed states	Assigned	Load	Appts MTD

Reporting

Cohort funnels, cost-per-acquisition by campaign and channel, LO leaderboards, and attribution from mail-drop to funded loan.

Compliance Center

DNC + litigator scrub status, per-channel consent ledger, opt-out suppression, quiet-hours enforcement, and NMLS / Equal Housing disclosure audit across every piece sent.