Good morning, Jordan 👋
Here's what SARA and your pipeline have been up to. Friday, 13 August 2026.
Loan pipeline
$3.2M
5 active applications
Active leads
5
4 qualified this week
Settling soon
2
Next: Fri 15 Aug
Refi savings found
$16.4K
6 opportunities · per year
AI agent activity
SARA · this week252
Conversations handled
42
Leads qualified
18h
Broker time saved
1.4m
Avg. first response
Loan pipeline
View all0
Enquiry
1
Pre-approval
1
Application
1
Assessment
1
Approved
1
Settlement
Recent AI conversations
OpenSophie Tran35m ago
Inbound qualification call
✓ New lead created — nurture
Liam Fletcher50m ago
Lead qualification
✓ Qualified — call booked
Priya & Arjun Nair1h ago
Refi opportunity
✓ Engaged — call booked
The Nguyen Family1h ago
Loan application update
✓ Client updated & reassured
Ben & Sara Whitfield2h ago
Settlement reminder
✓ Settlement confirmed
Document vault
SARA is chasing 4 outstanding documents across 2 files, and auto-verified 23 uploads this week.
Open vault