+ Client
🔍
7
Active Files
$83.7K
Pending Comm.
1
Overdue
LEAD
2
Sarah Kowalski
James Kowalski
Follow-up: Apr 10
Angela Ducharme
Church community
⚠ Follow-up: Apr 6
INITIAL MTG
1
Mark Thiessen
Dan Nord
Follow-up: Apr 12
FOLLOW-UP
1
Brenda Olafson
Cold outreach
Follow-up: Apr 9
APPLIED
1
Carlos Mendes
Equitable Life · $1,000,000
Follow-up: Apr 15
UNDERWRITING
1
Linda Fehr
Canada Life · $2,000,000
⚠ 2 reqs outstanding
Follow-up: Apr 11
APPROVED
1
Trevor Asham
Manulife · $750,000
Follow-up: Apr 8