These are the nine RM reports — Missing RM Applications now lives on the Priority Queue tab. The last three break out one TBD pre-approval Path Status each. Cards show the live count plus the first few records; click a card for the full list. Phone numbers dial through Dialpad in Salesforce. The Owners filter above does not apply here — these reports key off the Relationship Manager field.

The four Business Contact reports. Cards show the live count, a per-owner breakdown and the first few contacts; click a card for the full list. Phone numbers dial through Dialpad in Salesforce. The Owners filter at the top of the page does not apply here — these reports key off Contact Owner.

Historic Business

Every realtor the Contact Owner above has ever closed with, buyer side and listing side, grouped by realtor. Deals and volume are shown all-time and trailing 12 months, with the most recent Closing Date as the last referral day. Sorted by most deals first; click a card for the full list. Phone numbers dial through Dialpad in Salesforce, with a ZinPoint chip that opens the call console. Buyer Side and Listing Side are two independent fields on the loan — a closed loan can have one, both, or neither filled in — so their totals are not expected to match each other or to add up to all closed volume.

Historic Meetings

The three meetings you run with realtors — NRP, VIPartner and PPB — as history rather than as a calendar. The big number on each card is how many of that meeting the Contact Owner above has already held: any meeting date on or before today. Beside it, Attended is how many of those carry a result of Attended and No result yet is how many were never scored — held is the headline because almost every VIP result is blank, so an attended-only count would read as though the meetings never happened. Each card also carries the date of the most recent one and the combined RETR 12 Month Buy Side Volume of those realtors. Click a card for the full list, newest meeting first, with each realtor's result, RETR buy-side volume, how many buy sides they have sent this team, and their groups. PPB reads Next PPB Date/Time, because that is the field your team works and it is not moved forward after the meeting — PPB Date is filled in on only 13 contacts and Last PPB Date is empty on every contact in the org. Meetings booked for a future date are not counted anywhere here. Phone numbers dial through Dialpad in Salesforce. The Owners filter at the top of the page does not apply — these key off Contact Owner.

The seven client reports. Cards show the live count, volume where it applies and the first few records; click a card for the full list. Phone numbers dial through Dialpad in Salesforce. The Owners filter at the top of the page does not apply here — these reports key off record Owner.

A CCR is a name a borrower or co-borrower gave us, through the Friends & Family Network form or by manual entry. Names are read from all five referral slots on the referring client’s Contact; placeholder entries such as “Na” and “N/A” are treated as empty and never counted. Referral counts here are counted from the name fields themselves rather than from Count of Referrals Received, which does not agree with them. Click a card for the full list, where the Follow-Up dropdown logs a touch, stamps Last Follow Up Date, pushes Next Follow Up Date out 14 days, and ticks No More Follow-Up Needed when you close a client out. This counts referrals captured; the Scoreboard’s All Time CCRs counts referrals that became clients, so the two numbers differ by design. There is no reliable referral-captured date in Salesforce — Date: CCR is empty on every one of these records — so the Contact Created column is the contact’s own creation date, not the date the referral arrived.

One shared queue, not a per-person view — the owner filters on the three Overdue reports are deliberately off, so the whole LP crew works the same list. Cards show the live count, an owner breakdown and the three most overdue records; click a card for the full list, sorted most overdue first. Phone numbers dial through Dialpad in Salesforce. The Owners filter at the top of the page does not apply here.

This tab reproduces the Salesforce Loan Processor list view exactly — Path Status in CR, Qual, STP, Sub, IR, Resub, CTC, DO or Closing; LOS Loan Folder not adverse; Status not Closed; LOS Status not Adverse Loans; Closing Date after today and not 12/31/2050; Loan Name not Insight Demo. Processor comes from the Loan Processor user lookup, which is the field the list view links on — not the legacy LOS text field, which only holds closed 2024-and-earlier files. Every operational view here — the pipeline table, the outstanding-appraisal chase list, the processor workload and the loan-officer rollups — is gated to files whose closing date is still in the future; nothing already past its closing date shows up anywhere on this tab. Appraisal turn times are the one deliberate exception, because they measure history: Appraisal Ordered Date to Appraisal Received Date on every file appraised since July 2025 regardless of where it ended up, excluding files flagged Appraisal Not Required and rows where received precedes ordered. Red dates in the table are past due. The Owners filter at the top of the page does not apply here.

How these timelines are built. The source is the Path Status field history on the Loan object — 25,729 change rows across 5,119 loans, 2 Oct 2021 to 14 Aug 2026 — not the per-milestone date fields, which are too sparsely populated to trust (on 263 recently funded loans the IR date is stamped 117 times, the Approval date 114, Docs Out once and Doc Signing never). Cohort: funded loans only, meaning the history reached Fun; adverse folders, Adverse Loans LOS status and Insight Demo records are excluded. Dwell time is the total across every visit to a status, so a file that bounces Sub → IR → Resub → IR accrues both IR visits — the honest way to count a status that gets revisited on nearly half of all loans. Consecutive identical history rows are collapsed, because Salesforce writes one on re-save even when the value did not change. The sequence is cut at the first Fun, so post-funding churn is not cycle time. Cycle time is first CR to Fun. Business days exclude weekends and are the headline; the Calendar toggle swaps every number on the section. Aging Work In Progress is live and reads Path Status Change Date off the current book — same gate as the rest of this tab, nothing whose closing date has already passed — then scores each file against the funded benchmark for the status it is actually sitting in: amber past the median, red past the p90. Two caveats. The Loan Processor lookup is sparsely populated historically, so most funded loans grade out as Unassigned and the named processor cuts are thin (n = 21 each); and the legacy Jungo name "Steven Daniel Zin" is folded into "Steven Zin" here, since it is one person with two strings. The benchmark block is precomputed — 25,729 history rows is roughly 13 SOQL pages and several megabytes, which is not something to pull into a browser on every tab load.