Team
What a manager or VP sees: who is producing, who has gone quiet, and which deals are about to slip — before the month closes, not after.
MTD funded
$7.19M
5 active LOs
Pipeline
$9.90M
across the team
Avg activity
72
team mean score
Red flags
5
2 critical
Leaderboard
Ranked by funded volume
1
Marcus RiveraSenior LO
473112
Volume
$2.40M
Activity
92
2
Sarah ChenLoan Officer
392615
Volume
$1.85M
Activity
88
3
Derek KimLoan Officer
28198
Volume
$1.42M
Activity
74
4
Priya NairLoan Officer
18146
Volume
$980K
Activity
61
5
Tom AlvarezJunior LO
973
Volume
$540K
Activity
43
Red flags
Where a deal is about to be lost
CriticalTom Alvarez · 3d
4 leads untouched over 72 hours
Highest is a $100k cash-out that has had no contact since Monday.
CriticalDerek Kim · 5d out
2 deals approaching CTC deadline
Both close within 5 business days and still have open conditions.
WarningTom Alvarez · today
Low activity with 4 hours left
Under 10 calls today against a 50-call goal.
WarningPriya Nair · 2d
6 follow-up tasks missed
Scheduled callbacks that came and went without a logged attempt.
InfoTeam-wide · 30d out
TCPA consent expiring within 30 days
11 leads will need re-consent before further outreach.
Sample team. Metrics, flag types, and severity levels mirror the real manager dashboard.