My worklist
Received referrals
Newest first. One tap updates the giver instantly.
Automation · Any referral untouched for 3 days sends you an automatic nudge text, and the giver sees the stall.
TO
Priya ShahWarm
Refinance question
From Tom · today · (614) 555-0108
Received
HO
Carl WeberIntroduction only
Investment property loan
From Holly · 2 days ago · (614) 555-0191
Contacted
JE
Jordan EllisHot Needs attention
Pre-approval for first home
From Jen · 4 days ago · (614) 555-0163
Received
KI
Sam & Tia RuizWarm
HELOC for remodel
From Kim · 7 days ago · (614) 555-0135
Quoted