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Your people. Your texts. From your phone.

Simple tools for loan officers.

  • Write a text on your phone, then send it as you from iMessage.
  • Five active stages. Disposition is optional — it takes someone off the main list.
  • Call, email, or drop a calendar invite from their card.
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Same family as Pocket LO payment worksheet.

Jordan Hayes

Stage

Not contacted

Disposition

None — still an active lead

Role

Client

Weekly · due Wednesday

Call
Email
Calendar

Last activity

Texted: Checking in on the pre-approval.

Next steps

Send the letter Friday.

30-minute follow-up with Jordan. Calendar adds it where you chose in Settings.

Write a text
Save to Contacts