Today's Revenue Scoreboard
The first screen answers the only morning question that matters: what do I need to do today to make money?
Revenue Priority Score
Mock scoring brain based on loan amount, close probability, days since last contact, urgency, referral value, missing docs, and timeline.
Daily Money Actions
Automatically ranked action list. Every task exists because it can protect, create, or accelerate revenue.
Pipeline Board
Kanban-style borrower pipeline from new lead to closed, including probability and estimated commission.
Borrower Command Table
Sortable command table for borrower follow-up, stage management, commission visibility, and priority control.
Agent Relationship Intelligence
Referral partner operating layer: relationship tier, next touch, potential, closings, and recommended action.
| Agent | Relationship Tier | Last Touch | Next Touch | Referral Potential | Referrals Sent | Closings | Notes | Recommended Action |
|---|
Follow-Up Engine
Dedicated follow-up system grouped by urgency and dependency, with copyable messages for faster execution.
Commission Forecast
Weighted Commission = Estimated Commission x Probability to Close. Mock math today, live pipeline model later.
| Borrower | Est. Commission | Probability | Weighted Commission | Expected Close Month | Status |
|---|
Daily Activity KPI Tracker
Tracks the behaviors that create loans: calls, borrower follow-ups, agent touches, market notes, and pipeline review.
Market Intelligence for Sales Conversations
MRPI and market data only matter if they create better borrower and agent conversations.
BMMB Revenue Engine
Connect Buffalo Mortgage Market Brief to business development, referral opportunities, and agent credibility.
Calendar / Deadlines
Mock calendar for closings, inspections, locks, appointments, open houses, newsletters, bills, and subscriptions.
Personal Business Finance Snapshot
Simple cash pressure view: expenses, bills, ad spend, software, expected commission, and monthly gap or surplus.
Quick Launch
Fast launch buttons for the operating tools that power the daily command center.
Notes / Command Log
Daily command log with private scratchpads for borrowers, agents, content, market observations, and follow-up ideas.
Recent Activity Feed
Settings / Integration Notes
Keep the UI stable while swapping mock data for live pipeline, agent, market, and content sources.