Willow | Broker Intelligence

Total leadsLive

0

RecommendationsConversion

0

ApplicationsVerified

0

Stalled casesNeeds action

0

LEAD NUMBERS

Enquiry volume report

2026

Leads by month

Lead sources

WEEKLY ACTIVITY

Leads, recommendations and applications by week

LeadsRecommendationsApplications

Week commencing	Leads received	Recommendations sent	Applications started

ACTIVITY

Lead progression

2026

CONVERSION

Firm funnel

Live

!

Pipeline insightConversion will update from current filters.

PLATFORM HEALTH

Integrity and recovery

Incident quick checklist

Confirm whether one record, an import or the whole dashboard is affected.
Record the time, broker, action and visible message; avoid repeating writes.
Check cloud-save status and the latest import result.
Restore a backup only into an isolated environment first.
Verify lead counts and broker workflows before reopening access.

PIPELINE

Conversion journey

TEAM

Broker comparison

Live data

Broker	Leads	Recommendations	Applications	Completions	Expected revenue	Status

LEAD BOOK

All active cases

Client	Enquired	Broker	Product	Source	Introducer	Stage	Expected revenue	Attention	Actions

▣

Monday Board not connectedImport your latest workbook to activate live mortgage oversight.

Board sectionBrokerStatus

BOARD PULSE

Mortgage operations at a glance

—Board health

PAST · LAST 90 DAYS0

PRESENT · ACTIVE BOARD0

FUTURE · NEXT 30 DAYS0

MOMENTUM

Six-month case activity

LoggedSubmittedOfferedCompleted

ATTENTION

What needs action

PIPELINE

Where cases sit

PRODUCT MIX

What clients are buying

LENDER MIX

Where business is placed

BROKER MIX

Ownership and revenue

CASE REGISTER

Mortgage applications

Client / case	Broker	Status	Product / lender	Loan	Revenue	Next due	Currently with

◆

Protection Board not synchronisedManagers can preview and apply Monday board 9568177491 from the Import centre.

Period Board group Adviser Product Provider Source

PROTECTION BOOK

Live protection cases

Commission due£0

ATTENTION

Client and policy checks

ADVISERS

Cases and commission

PRODUCT MIX

Protection needs

PROVIDER MIX

Placement concentration

SOURCE MIX

Where cases originate

CASE REGISTER

Protection cases

Client / logged	Adviser	Source / introducer	Provider / product	Cover / term	Commission	Checks	Case notes

PERFORMANCE

Period movement

SPEED

Case journey

WEEKLY EXCEPTIONS

Management attention required

BROKER SCORECARDS

Activity, conversion and commercial value

Broker	Leads	Recommendations	Applications	Lead → App	Active cases	Completions	Loan pipeline	Expected revenue	Exceptions

SOURCE QUALITY

Which channels produce valuable business?

FORWARD PIPELINE

30 / 60 / 90-day outlook

REVENUE

Expected and outstanding

PRODUCT PERFORMANCE

Volume, value and completion

LENDER PERFORMANCE

Placement, speed and concentration

FALLOUT

Lost and withdrawn business signals

INGEST

Add business content

Review first

⇧Drop files here or browseOutlook, Excel, CSV, TSV and text

✓

Nothing is added automatically. Review extracted records before approving.

REVIEW QUEUE

Extracted records

0 records

◎No files processed yet

Upload content and extracted fields will appear here.

AUDIT TRAIL

Recent imports

APPOINTMENT PREPARATION

Fact-find reminders

Client and adviser details, meeting time and the original enquiry are filled in automatically.

RECOMMENDATION FOLLOW-UP

Mortgage recommendation chasers

Active email drafts created from recommendation documents now appear in this queue.

TASKS DUE

Open client tasks

Follow-up work from contact records, ordered by due date.

COMMUNICATION WORKBENCH

Turn recommendation terms into client follow-ups

Upload or paste the broker’s recommendation and indicative terms. Review the extracted details, then copy the two generated communications into Outlook.

1Add document→2Review details→3Copy emails

SOURCE DOCUMENT

Add recommendation or terms