New leads
24
+18% this week
Dashboard
Demo workspace · Fictional data
Search Capto
DL
Saturday, October 3
Good afternoon, Daniel
Pipeline value
$4.82M
31 active loans
Avg. reply time
1m 42s
92% within 5 min
Meetings booked
8
3 booked by AI
Needs your attention
AI paused these conversations for you
MR
Maria Rodriguez
Ready to lock her rate
JW
James Wilson
Asked about closing costs
EC
Emily Chen
Wants to book a call
Today's agenda
10:00 AM
Discovery call · Sarah Johnson
Booked by AI1:30 PM
Rate review · David Kim
3:00 PM
Closing prep · Olivia Brown