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

Pipeline

— active loans · — in flight · live from LendingPad

Referral partners

Ranked by the volume they sent us. Sourced from the LendingPad loan file, not typed in.

Partner	Role	Loans	Volume	Funded	Contact	Last activity

Lendware's Zapier feed carries three related-contact roles (co-borrower, buying agent, selling agent). The direct API carries seven, which is why title, closing, insurance and appraisal are filterable here.

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.

Messages

Text conversations with your contacts. Replies arrive live.

Select a conversation to read and reply.
To start a new one, open a lead and click Texts.

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.