Total leadsLive
0BROKER OPERATIONS
Performance overview
Conversion, pipeline and exceptions across the firm.
LW
RecommendationsConversion
0ApplicationsVerified
0Stalled casesNeeds action
0LEAD NUMBERS
Enquiry volume report
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
CONVERSION
Firm funnel
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Pipeline insightConversion will update from current filters.
PIPELINE
Conversion journey
TEAM
Broker comparison
| Broker | Leads | Recommendations | Applications | Completions | Expected revenue | Status |
|---|
LEAD BOOK
All active cases
| Client | Enquired | Broker | Product | Source | Stage | Expected revenue | Attention | Actions |
|---|
Monday Board not connectedImport your latest workbook to activate live mortgage oversight.
BOARD PULSE
Mortgage operations at a glance
—Board health
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 |
|---|
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Lost and withdrawn business signals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
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REVIEW QUEUE
Extracted records
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View extracted email content
| Include | Result | Client | Phone | Broker | Product | Loan £ | Property £ | Source | Stage | Requirements / notes |
|---|
AUDIT TRAIL
Recent imports
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
or paste the content
No content added
EXTRACTED DETAILS
Check before using
◎
Extracted mortgage and protection details will appear here for review.
COMMUNICATION 1
Mortgage terms chase
Confirm whether the client still wants to proceed and when they would like to start.
COMMUNICATION 2
Protection follow-up
Revisit the protection needs and encourage a dedicated meeting.
Drafts are generated from extracted content and must be checked by the broker before use. Nothing is sent automatically.