Dashboard
Active Loans
38
+3 this week
New Leads (7d)
12
+4 vs last week
Messages Today
147
32 unread
Site Visitors (7d)
3,284
+18%
Pipeline Snapshot
Recent Activity
Today's Tasks
Drag loan cards between stages. Click a card for the borrower's file.
| Name | 🌡️ Temp | Phone | Stage | Loan | Last Contact | Owner |
|---|
Visitors (30d)
12,940
+18% MoM
Pageviews (30d)
31,205
+11%
Form Submissions
96
+22%
Bounce Rate
41%
−3 pts
Visitors — Last 30 Days the2mortgageguys.com
Top Pages
Top Referrers
Video Views by Platform — Last 7 Days
Recent Posts
| Post | Platform | Views | Likes | Comments | Posted |
|---|
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– Google reviews
Recent Google Reviews newest first · live
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LIVE FEED
Sign-ins Today
17
Tour Requests
6
Properties Live
4
This Week's Campaign Oct 10–11 · invite → permission → kit
Leads from Genie sign-ins
Mockup: new sign-ins simulate in real time below. In production this feed is live from the Genie QR pages.
✧ Ask Muse concept preview
Ask anything about your pipeline, clients, or marketing. Answers come from your assistant — with full context — right inside the command center.
Hey Ryan — what do you want to dig into? Try one of these:
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Contact Information
Pipeline
Notes
Call & Communication History
📅 Booking link
Loan History
Pre-Purchase Worksheet
Fill in the consultation worksheet — it saves to the client record and feeds every generated report.
Saved Calculator Worksheets
Documents 🔒 private vault — SSNs are stripped before anything is saved
Generated Reports
Each report opens print-ready — print it or save as PDF.
🔢Loan ScenariosSide-by-side loan options
Loan Details
Borrowers
Setting an anticipated date places this loan on the Closing Calendar. Entering an actual close date marks it closed & funded — and moves it to Funded.
Calendly
Appointment types — copy a link or send one to a contact.
October 2026
Closed / In ProgressYear to Date — Branch
Units closed–
Volume closed–
| Loan officer | Units closed | Volume closed |
|---|
Monthly volume–
Monthly units–
Closed & funded–
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Commissions
My scheduled closingsEstimated Commissions
| Loan # | Borrower | Loan Amount | Est. Commission |
|---|
