Sam Lead Tracker 2.0 · 10 Loans/Mo

Sam Lead Tracker 2.0

I took

Lead Tracker and collaborated with Claude to make some updates:

-Added the normal lead 8 lead sources you may be used to from Coaching - RLTR, PF, BUS etc

-In the lead sheet, the 4 statuses (Working, Preapproved, Dead and Funded) change the cell color. So you can focus on the Working and Preapproved to see who you need to follow up with

-To make the numbers correct, say you pre-approved someone and they went somewhere else (Sucks but happens). You still have to keep them as Pre-approved vs moving to Dead otherwise the percentages aren't correct. They were "Pre-approvable", which is really what we should optimize for; engaged leads.

Hope you find it useful!

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