Good morning, Jordan
Here's how CreditPilot is performing today.
Total Leads
1,487
+12.4%
Active Clients
342
+6.2%
Credit Disputes
218
+18%
Appointments Today
12
3 upcoming
AI Calls Answered
1,893
98% rate
Revenue (MTD)
$284.6k
+22.7%
Funding Approvals
47
$3.2M funded
Avg Score Lift
+94
points / client
Revenue
Last 8 months
+22.7%
Lead Sources
Distribution this month
Facebook Ads
412Google Ads
318Referral
267Instagram
198Organic
152Avg Credit Score Improvement
Cohort tracking
Upcoming Appointments
9:00
Aaliyah Booker
Consultation • Alicia Bennett
AM
10:30
Ricardo Delgado
Credit Review • Marcus Reid
AM
11:15
Trisha Nguyen
Funding Call • Jordan Vega
AM
1:00
Malik Thompson
Follow-up • Priya Shah
PM
2:30
Elena Vasquez
Onboarding • Trevor Cole
PM
Recent Activity
Booked consultation with Marcus Delaney
AI Receptionist • 2 min ago
Received $497 from Denise Roberts
Stripe • 12 min ago
Round 2 disputes sent to Equifax for 6 clients
System • 38 min ago
18 new leads captured
Facebook Ads • 1 hr ago
Approved $85k funding for Terrell Watkins
Jordan Vega • 2 hr ago
Onboarded new client: Sofia Ramirez
Priya Shah • 3 hr ago
Tasks Due
Send Round 3 disputes for T. Watkins
Today
high
Follow up with 14 warm leads from FB
Today
medium
Review funding docs — Ramirez LLC
Today
high
Approve 3 client contracts
Tomorrow
medium
Quarterly team performance sync
Fri
low
Recent Payments
Denise Roberts
INV-2841 • Aug 12
$497
Marcus Delaney
INV-2840 • Aug 12
$1497
Sofia Ramirez
INV-2839 • Aug 11
$297
Terrell Watkins
INV-2838 • Aug 11
$2997
Ashley Kim
INV-2837 • Aug 10
$497
Devon Carter
INV-2836 • Aug 10
$897