Good morning, Sabrina.7 things need attention · Pipeline is up 18% this week · 2 deals expected to fund today
Pipeline Value
$1,421,750
↑ 18.2% · vs last wk
Funded MTD
$248,750
↑ 6 deals · 82% of goal
Avg. UW Time
54s
↓ 12% vs 30d
Approval Rate
72%
↑ 4pts · 30d
Commissions
$18,412
↑ 24.5%
Deal Velocity
4.2d
↓ 0.8d
Needs attention 7
Today's priority 4
Assigned to me 12
AI Recommendations
Northwind Coffee Co.
FM-4819 · $78,000
Recommend: Approve $75K–$85K. 3 lender matches with 82%+ historical approval.
- Credit score724
- Avg. daily balance$18,420
- Monthly deposits$142,000
- MCA position1 open
- NSF (90d)0
- Time in biz6.4 yrs
Funding forecast 30d
↕ View
$412,300
↑ 22% expected
Funded
Offers open
In pipeline
Live pipeline 12 deals · $1.42M
New 3
Sagebrush Media
$42,000
Highland Auto Body
$28,500
Docs 2
Blue Ridge Roofing
$93,250
Ironwood Fab
$58,000
AI review 2
Northwind Coffee
$78,000
Cedar Grove Vet
$36,000
Offers 3
Copperline HVAC
$32,500
Ridge Line Fitness
$68,000
Funded MTD 6
Meridian Logistics
$45,000
Rowan & Co.
$29,000
Activity Live
Everyone ▾
Meridian Logistics funded $45,000. Commission earned: $1,687.50
12m
3 offers received on Copperline HVAC · avg. $32K–$38K
1h
AI analysis complete for Northwind Coffee. Recommends $75K–$85K.
2h
Blue Ridge Roofing uploaded 4 bank statements.
3h
✎
John P. commented on Copperline HVAC: "Client prefers Nexlink offer."
4h
Credit pulled on Ironwood Fab · Score 681.
5h
Rowan & Co. funded $29,000. Commission: $1,087.50
Yesterday
Lender performance Last 90 days
| Lender | Submissions | Approvals | Approval rate | Avg. offer | Avg. time to offer | Funded volume | Broker split |
|---|---|---|---|---|---|---|---|
| Nexlink Capital | 42 | 36 | 86% | $52,400 | 6h 14m | $1,124,000 | 12–15% |
| Meridian Funding Partners | 38 | 28 | 74% | $48,900 | 11h 02m | $842,300 | 10–13% |
| Copperbridge Financial | 31 | 22 | 71% | $61,200 | 1d 4h | $920,100 | 14–17% |
| North Peak Capital | 28 | 18 | 64% | $44,600 | 8h 45m | $586,400 | 11–14% |
| Bluepath Working Cap. | 24 | 14 | 58% | $38,500 | 14h 21m | $412,800 | 9–12% |