September 2026
Leads
Sample · JK No Jokes
TO CALL
3
First contact
FOLLOW-UPS DUE
3
Already called
LOANS DISBURSED
3
$1,215,000
FEES (YTD)
$24,300
Brought in
To call (3)
LEADCONTACTNOTE
Tom Russo
Russo Landscaping
(201) 555-0177Referral from his accountant — expanding fleet
Aisha Bell
Bell Boutique
aisha@bellboutique.comWebsite inquiry — startup loan
Hector Ruiz
Ruiz Trucking
(973) 555-0120Working-capital line, ~$120k
Follow up (3)
LEADCONTACTLAST SPOKENOTE
Maria Gonzalez
Gonzalez Auto Body
(732) 555-01423 days agoWants $350k for a 2nd location — sending docs
Dave Kim
Kim's Hardware
dave@kimhardware.com1 week agoRefi existing debt, ~$180k
Priya Patel
Sunrise Daycare
(908) 555-01932 days agoEquipment + buildout, $220k

Your borrowers need clean books to qualify. I build these portals and clean up the books. Book a call.