Loan officer workspace
Dashboard
Execution center
Today's workbench
Start here
New leads
Website leads
No next step
Supporting queues
Past clients
Sphere reconnect
Imports to review
Campaign tasks
Realtor touches
Office visits
Reactivation
Partner touches
Referral opportunities
Overdue follow-ups
LO activity today
Planning, campaigns, and reports
Growth priorities
Review and recruiting focus
Today
Fresh lead opportunities
Pipeline health
Active mortgage files
Priority
Next actions
Review growth
Google review requests
Pipeline
Review request list
Manual templates
Copy-ready requests
LO recruiting
Recruiting candidates and goal tracking
Candidates
Recruiting pipeline
Reporting
Growth challenges
Lead desk
New opportunities
| Lead | Purpose | Source | Budget | Stage | Next step |
|---|
Opportunity engine
Find, score, and launch lead campaigns
AI-ranked signals
Opportunity queue
Today
Next best actions
Sources
Lead channels
Campaigns
Playbooks
Growth engine
Campaigns, contact feeds, audiences, and messages
Next best action engine
Who to contact, why, and what to say
Realtor outreach campaign
Fathom Agent Warm-Up - June 24
Import or assign more Fathom agents
CSV import
Columns: agent_name, first_name, last_name, brokerage, office_location, phone, email, source, notes.
| Name | Brokerage | Phone | Stage | Call outcome | Score | Last / Next | Tags | Notes / Actions |
|---|
Lead intake
Forms that create follow-up work
Reports
Lead generation and activity pulse
AI service
API readiness
Website funnel manager
trhomeloans.com lead capture
Application links
HELOC link manager
Website embed snippets
Form examples for trhomeloans.com
Website content planner
Pages to build or improve
Website reporting
Funnels, forms, UTM, and ROI
Contact feeds
Import and review queue
Review queue
Imported contacts
Campaigns
Strategy records
Audience builder
Find the next call list
Message studio
Ethical outreach draft
Performance
Campaign ROI signals
AI lead researcher
Research summaries and first outreach
Nurture engine
Tracks and planned touches
Reactivation
Dormant opportunities
Source manager
Lead source ROI
Realtor referral campaign workspace
Relationship board
Layered campaign builder
Call, email, meeting, social, and ad touches
Social advertising prep
Audience planning
Import readiness
Real list categories
Apify feed planner
Future scrape plans
Content-to-lead engine
Content Studio
Rules
Manual automation ideas
Loan pipeline
Files by milestone
Borrowers
Client files
Relationship network
Contacts and partners
| Name | Category | Company | Market | Next follow-up | Status |
|---|
Work queue
Tasks and reminders
Growth engine
Marketing hub
Campaigns
Active plans
This week
Marketing calendar
Library
Templates
Partners
Referral scorecard
Connections
PropertyRadar, ARIVE, and Gmail setup
Website
trhomeloans.com webhook endpoint
Lead capture
Ads and web forms
Lead capture
Sync log
PropertyRadar
Zapier intake settings
PropertyRadar
Sync log
ARIVE
Sync settings
ARIVE
Sync log
Admin
Launch readiness and users
Data safety
Sensitive-data warning
Launch checklist
Production readiness
Data layer
Database adapter readiness
Deployment
Render / Railway setup
Safety
Safe for real contacts
Production cleanup
Prepare clean CRM
First import
Live test import plan
Authentication
Login readiness
Permissions
Roles and access
Audit log
Admin activity trail
| Name | Role | Team | Status | Readiness |
|---|