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9 Briefing — Top of Mind Right Now

AI-generated · Updated 3:37 PM ET · Sat, May 2
8 dept swarms active
  • 3 loans at risk of lock expiry today — action required by 3:00 PM ET
  • Compliance: 2 HMDA exceptions to address before month-end
  • Top producer this week: Mark Jaynes (8 closings — on pace for monthly record)
Monitoring 8 department swarms · 3 active alerts

Pipeline by Stage

80active loans
Application
12+2
Processing
18-1
Underwriting
24+3
Funded
15+1
Closed
11—

9 AI Orchestrator

8swarms
4 active
⚠ 2 alerts
ProcessingChecked 3 conditions
Underwriting2 reviews queued
FundingWire request pending
Post-CloseNo items
CFO/FinanceLock margin calc
COO/OpsSLA breach flag
Compliance2 exceptions open
MarketingTuesday update sent

Monthly Production vs Target

50%
80/ 160
units MTD vs target
MTD Funded
$20M
12-Mo Target
$40M/mo
⟳On pace for 80 units — 2x target requires branch adds

Top Producer Leaderboard

#NameUnitsWoWVol
1Mark Jaynes10+2$2.8M
2Jebb Lyons9+1$2.4M
3Massina Hardman8—$2.1M
4Justin Phillips7-1$1.9M
5Adam Brewer6+2$1.7M
30–40 total originators

Lock Activity + Capital Markets

23active locks
EXPIRING THIS WEEK
4
Action required
AVG MARGIN
+28bps
vs target
30-day locks11
45-day locks8
60-day locks4
Source: Optimal Blue · placeholder until tenant connected

Compliance Exceptions

3open exceptions✓ No critical
Source: Encompass audit log · state license tracker
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