RC Lending // Command Center
Wednesday, September 3, 2026 · Funded from the Pipeline object (Funded Date Report Formula, Cancelled excluded) · cross-checked to the Loan object · months grouped in Pacific time · Salesforce pulled 2:00 AM PT
Live
Loans funded by month, 2026
Pipeline object · Funded Date Report Formula · one row per loanUnits on the bars, volume in the tooltip. Dotted line is the 30-per-month target. The selected month is highlighted. February is 18, not 43: the old number read the Funded Date stamp, which a Feb 25 backfill wrote onto 25 loans from 2023 and 2024. The Funded Date Report Formula field is clean and matches the Loan object month for month. See Data Quality.
Funnel vs target
Pipeline stamps · Salesforce Task log for dials · Calendly for bookedEvery row opens. Dials logged are Salesforce Task records of type Call (the dialer stopped writing them in August and resumes once it moves into Salesforce). Booked is every active pre-approval style booking across the 8 Calendly seats (498 events pulled, 117 canceled excluded; only Ricardo had a seat before May). Calls held is the LO EOD "Calls Today - Held" total, parsed from June onward. Dial target is 150 a day for 3 setters over 21 days.
Submission Tracker · live
Application Status in the Loan Pipeline board · today| Processor | Files | Volume | Load vs 35 |
|---|
Click a processor to open the files. Definition: status is Purch In Contract/Refi Ready through Docs Sent. Megan's EOD last night said 38, Melanie's 19; Salesforce says 31 and 21 with 2 unassigned. Six files still sitting in status "Funded" with 2024–2025 closing dates are excluded here and listed under Data Quality; they should be moved to Closed Client. Live count moved from 63 to 61 between the two pulls today, which is the sync working.
Needs attention
Chaser · Slack EOD · SalesforceChaser overdue · 104 open tasks past due
Jesus Acosta 41, Camille 17, Ashley 17, Marc 16 (9 never acknowledged), Melanie 5 (none acknowledged), Jeremy 5. Oldest is Camille's DePalo commercial task, due Jul 20.
Dialer stopped logging to Salesforce in August
2,722 calls logged in July, 470 in August, 5 so far in September. Brandenn 866 to 298, Jennie 1,138 to 32. Salesforce becomes the dialer of record next, so this is the row to watch.
Apps Started stopped stamping in June and July
2 in June, 6 in July, back to 21 in August. The field stopped firing for two months. Ticket for Dom.
EOD compliance · August
Setters: Benito 19 of 21 days, Alejandro 10, Brandenn 10 (13 reports carried the wrong name because the form pre-fills the last submitter). LOs: Jesus 95%, Jeremy 71%, Mackenzie 67%, Ashley 43%, Marc 43%. Processors: Melanie 95%, Megan 86%.
Deal at risk · Ashley
"Cannava is scaring me and so are the rates." Plus: files bogging down in processing, approvals taking several days.
Deal at risk · Jeremy
Refi at risk on poor credit after a failed rescore attempt.
Funded · Troyer (Jesus)
"Loan funded for Troyer!" Marc also reports 2 fundings. Neither is stamped on the Pipeline object yet; the Encompass sync that writes the funded stamp lags a day or two.
Path to $1B
The two-track model from RC Branch Command, fed with real funded units. Model, not books: dollars are modeled until Quicken and CompenSafe connect.
Stage ladder · units per month
Path to 1B · stage gatesStage 1 is the OS Master Doc goal (40/mo, $240M/yr). Stage 2 is the $500M Machine (~70/mo, Ricardo sole LO of record, VIP-only book). Stage 3 is $1B (~139–167/mo, cannot be one license; replicated Sub P&L branches). Current bar is the selected month's real funded count from the Pipeline object.
The three tracks · selected month
Personal → BDDR → Sub P&L · canonical growth pathPersonal = Ricardo LO of record. BDDR = referral-partner files paying 25 bps by default (Niyi and the BBDR network). Sub P&L = Kleer Circle, Sober Living Riches, RAL Academy, all onboarded in August and ramping; zero Sub P&L fundings on the Pipeline object yet. Track assignment uses the Referral Partner on the Pipeline record: people and BBDRs count as BDDR, lead vendors and academies count as Personal. Compensation Lead Source YTD reads Company Lead 47, Personal Lead 38, Out-of-State Personal 11, which is the comp view, not the track view.
Scenario P&L · modeled at real units
RC Branch Command engine · reality presetSame formulas as the Branch Command artifact: blended margin 293.75 bps, RC personal comp 150 bps, BDDR 125 bps + 25 bps referral out, Sub P&L fee 25 bps + $1,595 processing, real Q3 roster rates, concessions 25 bps, marketing $30K, health $13.5K, admin/media/intl overhead. Branch Net floor is 80 bps.
Levers
drag to test · resets on reloadThe full control panel (28 levers, presets, breakeven curve) lives in RC Branch Command. These six are the ones that move Branch Net the most.
Real P&L 2026 · the books
Drive · "RC Lending Branch - PL 2026" · modified Sep 1| Month | Volume | Branch profit | bps |
|---|---|---|---|
| January | — | −$65.7K | |
| February | — | +$83.3K | |
| March | — | +$33.0K | concessions $94.5K |
| April | — | −$38.6K | |
| May | — | −$57.5K | |
| June | — | +$45.7K | |
| July | $4.42M | +$42.2K | 96 |
| Jan–Jul | $47.6M | +$42.5K | 8.9 |
Gross revenue $1.62M, loan expenses $351K, office $57K, payroll $1.18M (commissions $749K, wages $309K, taxes, bonus and benefits $121K). Branch profit by month: Jan −$66K, Feb +$83K, Mar +$33K, Apr −$39K, May −$58K, Jun +$46K, Jul +$42K. August tab has 9 loans and $2.83M with branch margins blank on 8 of 9 and no expenses entered; only $36.9K of fee income so far. The sheet's funded counts run 2–3 above the Pipeline object in Feb and Mar, and its totals rows drop loans sorted below "T", so the hub will read the Pipeline object for units and the P&L for dollars until Quicken connects.
Model vs books · what the sweep found
Hub Source Sweep — Drive and 1B Plan 2026-09-03Branch Net is 8.9 bps YTD against an 80 bps floor
The Two-Track model says 118.8 bps at 20 personal + 10 BDDR. Real 2026 is 14 units a month and near breakeven. Bottom-up breakeven with real drags is about 31 loans, $14.4M a month; killing concessions moves it to $8.0M.
Owner-loan balance has three answers
$300K backlog (Asana, due 9/30), $500K at $50K/mo (Official Scaling Path), $700K owner loan now $600K after a June payment (tracker never updated). No ledger exists; the P&L shows $647 of reimbursements.
Sub P&L partners have no signed terms in Drive
Kleer Circle (launch 9/1, 20–30/mo), Sober Living Riches (20–30/mo), RAL Academy (~10/mo), George (10/mo). No SOW or term-sheet template found.
Cost to serve a sub file
$1,251 in the sheet, $1,764 on the real roster, $2,728 all-in against the $2,845 fee. The watch metric must use the real roster.
Average loan size has five values
$500K in the models, $466K confirmed, $546,575 YTD actual, $450K in the paydown tracker, $700K on the Kleer tab.
Not in Drive at all
Domo, CompenSafe, Quicken or QuickBooks exports, scorecards, the operating-cost dashboard, a reimbursement ledger. Weekly Payout stops mid-June. The 1B Tracker LIVE link in the vault no longer resolves.
Leaderboard
Credit rule: LO of record or Additional LO. Funded from the Pipeline object, one loan counts once per person. All metrics public for now.
Loan officers
Salesforce · record + assistedClick any row to open the funded loans behind the number. "Of record" = LO field is their initials. "Assisted" = Additional LO is their full name. Both count in full, matching the filters on the Salesforce LO reports. Ricardo is LO of record on most team deals, so his row overlaps the others by design. Brandenn appears when he is tagged Additional LO on Ricardo-only calls.
Appointment setters · August daily averages
Slack setter EOD · submitted days only| Setter | Dials | vs 150 | Answers | Convos | Apps sent | PA sched. | EOD % |
|---|---|---|---|---|---|---|---|
1BP Brandenn Pedregon | 45.4 | 30% | 7.8 | 5.4 | 3.1 | 3.1 | 45% |
2BR Benito Ruiz | 54.0 | 36% | 7.9 | 4.8 | 1.3 | 1.3 | 65% |
3AS Alejandro Sauceda | 59.5 | 40% | 9.5 | 4.5 | 1.0 | 1.0 | 40% |
Ranked by pre-approvals scheduled. Targets: 150 dials per setter per day, 10 booked calls per day for the team. Other months fill in when the Slack EOD parser runs on the full year.
Processors · August
Slack LP EOD + Salesforce| Processor | In process (EOD) | Submission Tracker (SF) | To UW | Funded |
|---|---|---|---|---|
1MA Megan Ausec | 38 | 34 | 2 | 1 |
2MS Melanie Schaefer | 19 | 21 | 1 | 2 |
The two in-process columns now agree within a few files. The gap is timing between the EOD post and the status change in Salesforce.
Pipeline
Live counts by board and stage, the same boards the LO EOD uses. Today, Sept 3.
Submission Tracker by stage
Loan Pipeline board · Application Status| Stage | Megan | Melanie | Unassigned | Total |
|---|
All boards · live
Application Status grouped by the nine EOD boards| Board | Files | Statuses |
|---|
Click a board to open its files. Lead In (2,377), Nurture (5,354), Closed and Cancelled are counts only in this cut; the live connection lists them too. Projected fundings next 30 days: 38 files, $16.9M. Locks expiring in 7 days: 0.
Every file on the tracker · live
61 files · sorted by days in stage · click a header to re-sortClick a stage row above to filter this list. Aging: amber past 30 days in stage, red past 90. Tre Marshall's four files with Jesus as Additional LO have sat 133–139 days with no loan amount; Martin O'Dowd, Alexey Pineda and Jack Baldwin are 177–232 days in contract. Those are either dead files or the status never moved. Loan amount $0 means the Pipeline record has no Loan linked yet.
Turn Times
Recomputed tonight from the raw stage timestamps on every 2026 pre-approval (379) and every 2026 funded loan (99). Days. Median first, then mean, then what the Salesforce dashboard shows.
Contract → Funded
32.5d
promise 14–21median · mean 37.1 · 62 loans
LO Review → Pre-Approved
3.1d
promise 24hmedian · mean 9.1 · 289 files
App Started → Pre-Approved
12.0d
medianmean 21.7 · 112 files
Submitted to UW → CTC
16.7d
medianmean 21.0 · 80 loans
Lead In → Funded
75d
medianmean 106 · 55 loans
UW → Conditional Approval
3.1d
Cornerstone UWmean 4.1 · matches SF
Pre-Approved → Contract
20.1d
medianmean 35.3 · 91 files
Impossible intervals
198
negativeexcluded from every number here
Why the Salesforce dashboards were wrong
Pipeline & Stage Metrics · FEC · Processor PipelineNegative turn timesProcessor dashboard shows −12.2, −11.1 and −1.3 days. A stage cannot take negative time. Those reports average intervals where the later stamp is earlier than the first, usually a stamp that was re-set when a file bounced back.The hub drops intervals below zero and shows how many were dropped (198 of 2,560 pairs), then reports the median so a few stuck files cannot swing the number.
Means hide the truth"Lead In to App Sent 15.5 days" is the mean. The median is 1.0 day. Most leads get the app the same day; a handful sit for months and drag the average.Median and mean side by side, with the sample size, on every row.
Docs Requested re-stamps"Avg days in Docs Requested 12.4" averages a field that gets re-stamped every time docs are requested again (1.6 times per file). 69 of 186 pairs come out negative.Median 3.9 days on the 117 clean pairs. The real fix is a "first requested" timestamp that never moves.
Booked = 0"Booked This Month by Setter: 0". Bookings are not in Salesforce by design.Booked comes from Slack in the live build; the Salesforce tile should be removed.
Broken Records and Rot = 7.3KBoth tiles count 7,300 records, which is the whole Nurture board. The filter is not doing anything.The hub's stale definition is days in stage on active boards only: 191 of 240 pre-approved files over 30 days.
YTD $64.3M / 135"YTD Funded vs Pace" reads the Pipeline funded date, which carries the Feb 25 backfill.Pipeline object, Funded Date Report Formula: 98 loans, $50.6M. The Loan object agrees.
Lead side · 2026 pre-approvals
379 files · Pipeline timestampsProcessing side · 2026 funded
99 loans · Pipeline timestamps + Loan funded dateBy processor
2026 funded · median / mean · days| Processor | Loans | Contract → Funded | Loans | UW → CTC |
|---|---|---|---|---|
| Megan Ausec | 29 | 32.0 / 38.8 | 32 | 20.8 / 25.0 |
| Melanie Schaefer | 15 | 29.2 / 30.9 | 19 | 11.8 / 15.7 |
Melanie's files clear underwriting to CTC in about half the time of Megan's. Megan carries the bigger and older files, so this is a load signal, not a skill signal, until the file mix is controlled for.
By loan officer of record
2026 · median / mean · days| LO | Loans | Contract → Funded | PA files | App Started → PA |
|---|---|---|---|---|
| Ricardo Carrillo | 43 | 34.1 / 38.9 | 68 | 13.0 / 24.7 |
| Ashley Davenport | 11 | 24.1 / 25.8 | 33 | 9.7 / 14.6 |
| Marc Gomez | 3 | 27.1 / 28.5 | 4 | 37.1 / 32.2 |
| Jeremy Kelsey | 2 | 77.5 / 77.5 | 0 | — |
| Jesus Acosta | 1 | 16.3 / 16.3 | 0 | — |
| Mackenzie Brown | 1 | 38.0 / 38.0 | 0 | — |
Ashley closes in 24 days median against Ricardo's 34, and her PA turn is 9.7 days against 13. Jeremy's two contract-to-fund loans took 77 days each. App Started → PA is blank for Jeremy, Jesus and Mackenzie because they are Additional LO on those files, not of record.
Method: for each pair, days = later stamp minus earlier stamp on the same Pipeline record; intervals below 0 or above 400 days are excluded and counted; funded date is the Pipeline Funded Date Report Formula. The Loan Purpose multipicklist on the Pipeline is blank on all 98 funded records (a hygiene finding); the Loan-synced purpose reads 73 purchase, 24 refinance, 1 other, and purchase-only medians use that field. Verified 2026-09-03 late evening; the live build recomputes nightly.
Departments & People
Every department, every seat. Click a department, then a person, and the numbers open into their files.
Chaser · overdue by person
Chaser open tasks past due · pulled Sep 3, 12:20 AM PT| Person | Overdue | Not acknowledged | Oldest due |
|---|
Click a person for the tasks. Every row links to the Slack thread. Jesus Acosta's 41 are nearly all "send notes" and follow-up tasks auto-created from pre-approval calls; the fix is the task template, not the person.
Contacts & Partners
The CRM mirror. 11,698 clients and 3,250 business contacts in Salesforce; every relationship below comes from the Pipeline record's Referral Partner and Buying Agent fields.
Clients
11,698
Contactrecord type Client
Business contacts
3,250
3,055 no titlerealtors, partners, vendors mixed
Referral partners with files
166
role blank on all3,407 referred files
Realtors on files
25+
Buying Agenttop 25 shown
Realtors · buying agent on the file
Salesforce · all time files · funded since Jan 2025 · click a nameAnswers "which realtor did we work with, how many times". FSBO is the placeholder agent for no-agent deals. Niyi shows here because he is set as buying agent on his own referrals, which is the BBDR pattern.
Referral sources · 2026 pipeline
Salesforce · Referral Partner on the Pipeline · type is the hub's tag, not a Salesforce fieldSalesforce cannot tell a lead vendor from a BBDR from a realtor today: Referring Partner Role is blank on every one of the 3,407 referred files and 3,055 of the 3,250 business contacts have no title. The hub carries its own type tag until that field is filled. Fixing that one field is the single biggest CRM cleanup.
Partner scorecard · 2026 funnel and lifetime
Pipeline object · Referral Partner · leads by Lead In date, PAs by Pre-Approved stamp, funded by Funded Date Report FormulaAnswers "who actually sends business". Lead-to-funded is funded 2026 divided by leads 2026, so vendors that flood the top of the funnel (Meta Ads 1,119 leads) sit far below a BBDR like Niyi (84 leads, 11 funded, 13%). 51 of the 98 funded loans carry no Referral Partner at all, which is the single biggest gap in partner reporting. Type is the hub's tag until Referring Partner Role is filled in Salesforce.
Repeat clients · funded more than once, all time
Pipeline object · Funded checkbox · grouped by borrower34 borrowers have funded two or more loans with RC Lending. Philip Williams alone is 6 loans and $7.5M. These are the VIP book: the people to call first when rates move and the first names for the refi-review statuses.
Client book · lifetime and refi opportunity
Pipeline object · Closed Client · note rate on funded loans since 2023 · Contact objectThe refi book is real and unworked: 165 funded loans since 2023 carry a note rate of 7% or higher, $80M of balances, and the three Refi Review statuses (6 mo, Rate, Equity) have never been used on a single record. Refi Hold holds 71 files. When rates drop, this table is the call list; the hub will rank it by rate and balance once the connected app is on. New Client contacts fell from 480 to 783 a month in Q1 to 120 to 162 a month since May, which matches the lead-vendor cutback.
Who we fund · 2026 book
Pipeline object · 98 funded loans · Loan-synced purpose, channel and lenderTwelve states. California is 23 loans, Georgia 17 (Niyi's market), Florida 10. Eleven loans were brokered out (Hometown Equity 7). Thirteen borrowers were under 700 FICO and 13 loans were above the conforming limit. The Loan Purpose multipicklist on the Pipeline is blank on every funded record; purpose here comes from the Loan-synced field.
Reports & Dashboards
Every RCLA report and dashboard in Salesforce, by folder, with the hub view that replaces it. Open runs the original in Salesforce.
Dashboards · 31 in RCLA folders
Salesforce Dashboard object · 63 in the orgReports · 31 in RCLA folders
Salesforce Report objectReport filters are not readable through the connector used for this cut. The connected app reads them through the Analytics API, and each report becomes a saved hub view with the same filter, so you can retire the Salesforce copy or keep both.
Data Quality
What v0 got wrong, what changed, and what Dom needs to fix in Salesforce. This page stays in the hub permanently.
Tickets for Dom · 20, ordered by reporting impact
Every finding from the Sept 3 build and both audit passes · vault: Hub Hygiene Tickets| # | Impact | Finding | Fix |
|---|---|---|---|
| 1 | high | Referring Partner Role blank on all 3,407 referred files; 3,055 business contacts untitled | Require the role; add Partner Type on Business Contact; backfill top 60 |
| 2 | high | 51 of 98 funded loans have no Referral Partner | Require a partner or a Direct / Repeat / Website placeholder before Pre-Approved |
| 3 | high | Consult Booked stamped 1–17 a month vs 60–125 Calendly bookings | Calendly to Salesforce flow stamps Consult Booked |
| 4 | high | Dialer stopped writing Call tasks in August; Alejandro and Benito own none | Finish dialer-in-Salesforce; a Salesforce user per setter |
| 5 | medium | Funded flag without date: 13 records; Harreld $809,100 Feb 11 is the real funding, unflagged | Flag the Feb loan, clear the stale Jan record; review the other 12 |
| 6 | medium | Melissa Roberts May 27 has the date, not the checkbox | Check the box |
| 7 | medium | Six relic files in status Funded with 2024–2025 closings | Move to Closed Client |
| 8 | medium | Funded Date backfill on 25 old loans stamped Feb 25 | Clear or hide the field; reports use Funded Date Report Formula |
| 9 | medium | Cancelled duplicate pipelines sharing a Loan (Susana Leon) | Delete the duplicate; one Loan, one live Pipeline |
| 10 | medium | Andrew Lamb $255K twice in July, once in the P&L | Megan confirms one or two; cancel the extra |
| 11 | medium | Pipeline Out of Sync on 1,210 records | Run the status flow on the backlog; alert on new ones |
| 12 | medium | Turn-time formula fields go negative when a stage is re-checked | Write-once stage dates or first-stamped shadow fields |
| 13 | medium | Apps Started stopped stamping in June and July | Check the App Started flow and the nCino trigger |
| 14 | low | Loan Purpose multipicklist blank on all 98 funded | Populate from the Loan or retire the field |
| 15 | medium | Refi Review statuses never used; 165 loans at 7%+ ($80M) | Nightly job moves Closed Clients at 7%+ into Refi Review: Rate |
| 16 | low | Pre Approval Specialist values outside the picklist (JL, MG), no roster map | Reset to the live roster; backfill 2026 |
| 17 | low | Appt Setter blank on 61 of 98 funded; BP and Brandenn Pedregon both exist | One value per setter; require it on dial-campaign leads |
| 18 | low | Comp Lead Source blank on 2 funded, LP blank on 3 | Fill in; require both before Docs Sent |
| 19 | low | 124 board files over 180 days in stage, oldest 488 | Weekly rot job past 120 days |
| 20 | low | Setter EOD form pre-fills the last submitter's name (13 wrong in August) | Name required and blank; retire into Chaser once dials log to Salesforce |
The first four fix half the reporting gaps by themselves: partner typing, partner on every funded file, Consult Booked stamped from Calendly, and the dialer writing to Salesforce. Everything below them is cleanup the hub already works around.
Corrections from the Sept 3 resweep
Ricardo's reviewNumberWas (v0)Now (v1)
February funded43. Counted a Pipeline date field that a bulk backfill on Feb 25 stamped onto 25 loans from 2023 and 2024.18. Pipeline object, Funded Date Report Formula, Cancelled excluded. The Loan object agrees.
P&L sheet vs SalesforceThe PL 2026 sheet and the Pipeline object disagree in 6 of 8 months. Sheet-only: Britany Thomas (Jan), Woolley purchase, Jeffrey Harreld $809,100 and Baldwin (Feb), Medel, Durrant and Barnett HELOCs pulled in by Domo (Mar), Mchatton, an out-of-state Cahan file (Jun). Salesforce-only: Andrew Lamb $255K twice in July under two loan numbers, and six August loans the sheet has not received yet (Rodriguez Hernandez x2, Kaddo, Jasmin, Esteban Hernandez, Thompson).Hub units stay on the Pipeline object. The sheet settles the Harreld question: the $809,100 February loan is the one that funded, so Salesforce needs its Funded flag and date set (February would become 19). Whether Lamb is one loan or two is a question for Megan. Full reconciliation in "PL 2026 Re-parse".
Second audit pass (342 numbers)Independent re-derivation of every hub number from Salesforce found 11 differences: January stamps windowed at Pacific midnight but grouped in UTC, a Cancelled duplicate inflating Jonathan Camacho's February volume, six "Funded"-status relics padding the Submission Tracker, and a file cancelled after the snapshot.Every month now groups datetime stamps in Pacific time the way Salesforce reports do (March PAs 74, April 54, August 45). Per-LO volume dedupes the Susana Leon record. Tracker is 54 files: Megan 31, Melanie 21, 2 unassigned. Full table in "Hub Verification Pass 2".
Funded flag without a funded date13 records carry the Funded checkbox with no report-formula date; the only 2026 one is Jeffrey Harreld, $764,150, Funded Date Jan 23, Loan 2511128618 with no Log Funded from Encompass, plus an $809,100 Closed Client record on Feb 11 with the checkbox off.Excluded from the 98 until Encompass stamps it or Dom confirms which of the two Harreld loans actually funded; the P&L sheet is the tiebreaker. Melissa Roberts (May 27, $528,750) has the date but not the checkbox. 1,210 Pipeline records are flagged Out of Sync with their Loan.
Source of truth for fundedv2 read the Loan object (Encompass sync) because the Pipeline Funded Date stamp carried the backfill.Pipeline object. Funded Date Report Formula, Loan Amount, Application Status not Cancelled. 99 Pipeline rows in 2026, one of which is a Cancelled duplicate of Susana Leon (Feb 6, $455K) sharing the same Loan, so 98. Reconciles to the Loan object month for month and dollar for dollar. Ricardo's rule: everything reads the Pipeline object; the Loan object is the nightly cross-check.
Salesforce turn-time formulas"Docs Requested to Received" and "Pre Approval Turn Time" are formula fields on the Pipeline that the dashboards average.They average negative in 6 of 9 months (June −560 hours, July −390) because re-checking a stage re-stamps the date. The hub recomputes every interval from the raw stamps and drops impossible values; see Turn Times.
Setter EOD name fieldThe setter EOD form pre-fills the previous submitter's name, so 13 August reports were credited to the wrong setter (Ricardo's roll-up had Benito at 13 days).Credited to the poster: Benito 19 of 21, Alejandro 10, Brandenn 10. Fix the form so the name is required and blank.
Consult Booked stageThe funnel had no booked row because Salesforce shows 1 to 17 Consult Booked stamps a month.Calendly and Google Calendar show 60+ pre-approval calls booked in July and in August, so the stage is simply not being stamped. Booked reads Calendly; the Pipeline stamp becomes a hygiene target (stamp Consult Booked when the Calendly booking lands).
Dial countsDials came only from the setter EOD in Slack, 50% compliance in August.Salesforce already holds 14,646 Call tasks for 2026 from the dialer (Brandenn 7,524, Sean Cahan 2,945, Jennie 1,173, Jesus 794). Alejandro and Benito never appear as call owners, and logging fell to 470 in August. Once the dialer lives in Salesforce, dials read from the Task log and the Slack EOD retires into Chaser tasks.
In process219, Megan 101. Used the In Processing checkbox, which is never cleared.63, Megan 34, Melanie 21. Application Status in the Submission Tracker stages.
ProcessorsMB, MG, BC, JA, SA shown as processors.Former processors hidden. MA = Megan, MS = Melanie.
August funded15, including a duplicate Philip Williams record ($1.4M twice).14.
LO creditLO of record only.LO of record or Additional LO, matching the Salesforce report filters.
Open hygiene tickets for Dom
SalesforceBackfilled funded dates
25 loans from 2023–2024 carry Funded Date New = 2026-02-25 18:11. Clear the field or exclude by rule.
Apps Started not stamping
June 2, July 6, August 21. Two months of missing App Started dates, likely the HomeTrac / nCino sync.
Six files stuck in "Funded"
No processor, not moved to Closed Client. Inflates the Submission Tracker by 6.
Duplicate Pipeline records
Philip Williams ×2, created one minute apart. Counts use distinct loans so the hub is not affected, but the record should be merged.
July lead import
1,338 leads stamped in July versus roughly 100–600 in other months. Needs a source tag so lead-source ROI stays clean.
Former processors in the LP picklist
Retire MB, MG, BC, JA, SA and others; keep MA and MS.
Source of truth per metric
Hub Metric Registry| Metric | Object | Field |
|---|---|---|
| Funded units and volume | Pipeline | Funded Date Report Formula, Loan Amount, Application Status not Cancelled. Loan object (Log Funded) is the nightly cross-check |
| LO credit | Pipeline | LO, Additional LO |
| Pre-approvals | Pipeline | Pre-Approved tStamp |
| Apps started | Pipeline | App Started Date |
| Contracts | Pipeline | Purch In Contract / Refi Ready Date |
| Leads in | Pipeline | Lead In Date |
| In process | Pipeline | Application Status (Submission Tracker stages) |
| Booked, no-show | Calendly | Scheduled events by host and month; Google Calendar as backup. Pipeline Consult Booked once it is stamped |
| Calls held | Slack | LO EOD "Calls Today - Held"; closed-PA-call posts |
| Dials, answers, conversations | Salesforce | Task log, subtype Call, by owner (dialer of record). Setter EOD in Slack until the dialer resumes logging |
| Overdue tasks | Chaser | is_overdue, due_date |
Partner Portal
What a partner sees after signing in with their own email. Preview: Niyi Adewole (BBDR), 2026 year to date.
NA
Niyi Adewole
Branch Business Development Rep · Business Contact in Salesforce · 25 bps default
Every count is a Pipeline record whose Referral Partner is this contact. Each stage is its own Salesforce flag, so a funded loan does not always carry the earlier flags. Funded volume is $3.76M of a $23.7M referred pipeline.
Commission ledger
CompenSafe (paid) · hub rule table (projected)| Line | Basis | Amount | Status |
|---|---|---|---|
| Paid to date, 2026 | CompenSafe | — | Paid |
| Funded, not yet paid | $3.8M funded × 25 bps | $9,389 | Pending |
| Projected from active pipeline | $19.9M open × 25 bps | $49,850 | Projected |
BBDR default is 25 bps (Ricardo, Sept 3). Paid amounts appear once CompenSafe is connected. Sub P&L partners (Clear Circle) use their own structure.
Recent referrals
Salesforce · newest firstReferral received
New contact assigned to an appointment setter within the first-contact SLA.
Pre-approval issued
Letter sent to the borrower and their agent.
Funded
Commission moves from projected to pending.
Names are hidden in this preview. In the live portal a partner sees their own clients' first names and stage only.