Pipeline ·
Q4 2026
.
142 ACTIVE · 38 PROSPECTS · $284K MRR
NEW LEAD
12
M. Alvarez
TIER I INQUIRY · SEP 08
Denied FHA · FICO 561 · 4 derogatory items
METRO 2 QUEUE
D. Kim
TIER II · SEP 07
Ready buyer · needs +25 pts for target overlay
R. Ford
TIER I · SEP 06
Realtor referral · Ashley Realty
CONSULTATION
8
M. Rodriguez
SCHEDULED · SEP 09 · 10:00
Bilingual · FICO 583 · target D.R. Horton
HOT
T. Williams
SCHEDULED · SEP 10 · 14:00
Investment property · FICO 691
A. Patel
SCHEDULED · SEP 11 · 11:30
Business capital · SBA route
RETAINED · ACTIVE
142
C. Traylor
TIER II · 719 · +136
Utilization stage · Oct 15 pull
CLOSE-READY
A. Johnson
TIER II · 692 · +81
Underwriter intro scheduled
L. Nguyen
TIER II · 738 · +94
Offer submitted · awaiting counter
D. Washington
TIER I · 598 · +42
Round 2 disputes in cycle
READY TO CLOSE
14
C. Traylor
D.R. HORTON · MANSFIELD
Offer accepted · closing Oct 30
TITLE OCT 30
L. Nguyen
RE/MAX · ARLINGTON
Under contract · closing Nov 14
CLOSED · WON
37
Traylor Family
D.R. HORTON · JAN 2025
First-time buyer · framework closed
CASE STUDY
BH Title client
BH TITLE · MAR 2025
Investment property · dual close
Multi-gen family
LEGACY CLOSE · JUN 2025
Three generations · one address