Dashboard

Week of Jun 29 · Mon–Sun

Expected pay · week to date
$2,600of $10,000
3 apps submitted this week26% of goal
Submitted premium WTD
$3,672
3 apps
This month
$2,520
2 apps
Rolling 7-day
$3,672
Annualized premium
Rolling 30-day
$9,252
Annualized premium
Advances · WTD
$1,830
Advances · month
$840
Advances · 30-day
$3,060
Chargeback exposure
$3,691
$990 actively at risk (NSF)

Tasks

3 open

  • Chase APS for Anita Brooks (MOO underwriting)

    Provider has had the APS request for a week.

    Anita Brooks·Due Jul 5

  • Contact client to fix banking before chargeback

    Auto

    NLG policy NLG-88-2019 hit insufficient funds on the first draft. Update banking and redraft before the advance charges back.

    Raymond Okafor·Due Jul 6

  • Resume qualification call with Jess Nguyen

    Call dropped at the budget section — pick up from income 2.

    Jess Nguyen·Due Jul 7