💼 Loan Officer workspace
Good morning, Jordan 👋
👥 Clients
🔔 Lead Alerts
🤝 Agents
🎨 My Branding
Paste your CSV or a list (Name, Address, Neighborhood, Agent) — one per line. Real app supports drag-and-drop + column mapping.
| Client ▲▼ | Property | Value |
Equity | LTV | Agent |
Score | Signal | |
💡 Willis add: the Engagement Score + Signal columns rank who's most likely to transact — sort by Score to work your best leads first.
You're notified only on real intent (a client clicks a call-to-action), never on every open — no noise.
Partner agents
Click an agent to see only their linked homeowners, then send a neighborhood blast.