Sales Pipeline Overview
Leads Generated
2,847
Qualified Leads
1,924
Applications Submitted
1,247
Underwriting Review
847
Approved & Funded
628
Recent Loan Applications
LOAN-2026-0847
Pending Review
Requested Amount: $25,000
Purpose: Debt Consolidation
$25,000
LOAN-2026-0846
Approved
Approved Amount: $35,000
Rate: 4.5% | Term: 60 months
$35,000
LOAN-2026-0845
Declined
Requested Amount: $250,000
Reason: Credit Score Below Minimum
$250,000
Top Loan Officers
EM
Emily Martinez
Senior Loan Officer
47
Loans
$2.8M
Volume
72%
Conversion
JD
James Davis
Loan Officer
42
Loans
$2.4M
Volume
68%
Conversion
SW
Sarah Wilson
Loan Officer
38
Loans
$2.1M
Volume
65%
Conversion
Featured Loan Products
Personal Loan
5.99% - 19.99% APR
Amounts: $1,000 - $50,000 | Terms: 12-84 months
No Prepayment Penalty
Fast Approval
Fixed Rate
Auto Loan
3.99% - 8.99% APR
Amounts: $5,000 - $100,000 | Terms: 36-84 months
New & Used
Low Rates
Quick Funding
Home Equity Loan
6.49% - 12.99% APR
Amounts: $10,000 - $500,000 | Terms: 60-180 months
Tax Deductible
Fixed Rate
Large Amounts
Mortgage Loan
6.25% - 7.50% APR
Amounts: $50,000 - $2,000,000 | Terms: 15-30 years
Fixed & ARM
FHA/VA
Low Down Payment
Commission Overview (MTD)
Total Commissions Paid
January 2026
$284,500
Personal Loans
$84,200
Auto Loans
$92,300
Mortgages
$78,500
Home Equity
$29,500
Recent Leads
Website
Hot Lead
2 hours ago
Robert Chen
Interested in: Personal Loan | Amount: $30,000
(555) 123-4567 | rchen@email.com
Referral
Warm Lead
5 hours ago
Lisa Anderson
Interested in: Auto Loan | Amount: $45,000
(555) 234-5678 | landerson@email.com
Branch
Cold Lead
1 day ago
David Wilson
Interested in: Mortgage | Amount: $350,000
(555) 345-6789 | dwilson@email.com
Branch Performance (MTD)
Downtown Branch
127
Applications
$8.4M
Volume
71%
Conversion
Westside Branch
98
Applications
$6.2M
Volume
68%
Conversion
Eastside Branch
84
Applications
$5.8M
Volume
65%
Conversion