Dashboard
Welcome back.
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Disc. Requested
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Disc. Confirmed
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Disc. Pending
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Sub. Requested
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Appraisals
New Deal
Contact sheet + disclosure checklist
Ready to Submit
Submission checklist → processing
Appraisal Order
Order an appraisal with access details
Recent Activity
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More Tools
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Contact Sheet2
Disclosure ChecklistContact Sheet
All party information for this deal. Pre-fills the disclosure checklist.
File Information
Buyer's Agent
Broker / Company
Realtor / Agent
Listing Agent
Broker / Company
Realtor / Agent
Title & Escrow
Title Company
Escrow Company (if different)
Homeowner's Insurance optional
Loan Status & Registration
Notes
Ready to Submit
Complete all 3 items. Submitting notifies Processing (Napoleon + Marcus) and you.
File Identification matches your disclosure submission
Submission Checklist
Progress0 / 3
Disclosures Signed?
All initial disclosures signed by borrower
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Appraisal Ordered?
Mark Y or N — you can proceed either way
Submission Docs in Arive?
All required documents uploaded and organized in Arive
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Appraisal Order
Notifies Processing (Napoleon + Marcus) and you.
Property & Loan Info
Access & Contact
My Deals
All your submitted disclosures, submissions, and appraisal orders.
| Type | Borrower | Loan # | Status | Date |
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Production Pipeline
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Active Loans
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Pipeline Volume
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Est. Gross Revenue
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Avg Loan Size
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Avg Days in Pipeline
Pipeline by Stage
LO Leaderboard
| LO | Units | Volume | Est. Gross | Avg Loan | Avg Days |
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Active Loans click any row to open loan
| Borrower | LO | Loan Amt | Type | Investor | Stage | Est. Gross | Days | Disclosed |
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Active Disclosures
All deals submitted for disclosure.
| LO | Borrower | Loan # | Comp | Status | Date |
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Active Submissions
All files ready to submit.
| LO | Borrower | Loan # | Date |
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Comp Calculator
Loan amount × comp rate = estimated compensation. Auto-calculated from disclosed deals.
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Disclosed Today
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This Week
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This Month
Comp @ Disclosure — All LOs gross at disclosure — use the calculator below for net-after-split
| LO | Borrower | Loan Amount | Comp Type | Comp Rate | Est. Comp | Date |
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Net Comp Calculator gross → deductions → split → take-home
Olympus processing (Marcus) — $100
Other $
Enter a loan amount and comp rate to see the breakdown.
Contacts
Your book of business — leads, borrowers, and referral partners.
| Name | Type | Status | Phone | Company / Source | Updated | |
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Sync Health
Arive ↔ portal consistency — loading…
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Open Issues
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Disc. Requested (MTD)
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Disc. Confirmed (MTD)
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Disc. Pending
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Appraisals (MTD)
Open Issues
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Detected by the reconcile-arive job (every 15 min). Not Synced = a disclosure from the last 14 days isn't in arive_cache yet — clears on its own once the Arive→portal pull zaps are live (older deals aren't flagged). Dup Contact / Dup Disclosure = legacy duplicate rows, safe to clean up (dedupe snippets in supabase/ARIVE_SYNC.md). LO Mismatch = the portal LO ≠ the Arive originator — fix in Arive or update lo_profiles. "Resolve" just dismisses a flag once handled.
Client Files
Every deal with its full contact sheet — open one to see everything needed to order an appraisal.
| Borrower | LO | Loan # | Property | Stage | Appraisal | Disclosed |
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