Mortgage brokerage

Bramblewood Station Home Loans · Mortgage brokerage · Madison, WI

Tavi Okonkwo-Reid is a loan officer at Bramblewood Station Home Loans, a Madison mortgage brokerage, and she uses this to read the brokerage's weekly applications, volume and fundings split by loan type, and click a week to open the files behind it, with no spreadsheet to assemble on Fridays.

Real estate ReportingDrill-down4 tables · 7 views · 1 form · 2 dimension sets · 1 dashboard · 2 drill-downs · 2 digests · 1 notification · 1 agent

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Loans

Application6

BH-26-133Yardley purchase, ConventionalEvander Yardley-Nguyen

BH-26-134Ingersoll purchase, FHAYannick Ingersoll-Mwangi

BH-26-135Lindenmeyer cash-out refinance, FHAAnselm Lindenmeyer

BH-26-136Fairweather purchase, ConventionalDelphine Fairweather-Diaz

BH-26-137Quillfeather purchase, USDAHonora Quillfeather

1 more

Processing6

BH-26-127Lindenmeyer refinance, VAFenella Lindenmeyer

BH-26-128Tolliver purchase, JumboUlrich Tolliver-Nkemelu

BH-26-129Thackwell cash-out refinance, VAOctavia Thackwell

BH-26-130Holloway purchase, FHAThessaly Holloway-Ferreira

BH-26-131Galloway cash-out refinance, ConventionalWendell Galloway-Osagie

1 more

Underwriting7

BH-26-116Ashdown purchase, ConventionalAnselm Ashdown-Reyes

BH-26-117Eversley refinance, ConventionalBriony Eversley-Tanaka

BH-26-119Delacroix purchase, USDAXiomara Delacroix-Pruitt

BH-26-120Ingersoll purchase, ConventionalYannick Ingersoll-Mwangi

BH-26-122Vandenberg purchase, FHACorwin Vandenberg-Ruiz

2 more

Clear to close5

BH-26-110Sandoval cash-out refinance, FHACaspian Sandoval-Wetherby

BH-26-112Tolliver purchase, ConventionalUlrich Tolliver-Nkemelu

BH-26-114Montclair refinance, FHAVesper Montclair-Okoye

BH-26-115Galloway cash-out refinance, FHAWendell Galloway-Osagie

BH-26-118Hartwell refinance, ConventionalZelda Hartwell-Nakamura

Funded11

BH-26-101Rutherford refinance, FHANadia Rutherford-Achebe

BH-26-102Hartwell refinance, FHAZelda Hartwell-Nakamura

BH-26-103Ashdown purchase, VAAnselm Ashdown-Reyes

BH-26-104Northcott refinance, USDAAlaric Northcott-Salazar

BH-26-105Kingsolver purchase, USDABettina Kingsolver-Abara

6 more

Withdrawn3

BH-26-121Okafor cash-out refinance, FHAKasimir Okafor-Lindgren

BH-26-123Overbeck refinance, VARosalind Overbeck-Hamid

BH-26-124Jorgensen refinance, JumboJuniper Jorgensen-Castellano

Tables

Loans

38 sample rows · 16 columns

Every file from application to funding: its type, stage, amount and when its rate lock runs out.

File number	File	Borrower	Loan type	Purpose	Stage	Loan amount
BH-26-138	Lockhart purchase, VA	Linnea Lockhart-Ibekwe	VA	Purchase	Application	$559,000
BH-26-136	Fairweather purchase, Conventional	Delphine Fairweather-Diaz	Conventional	Purchase	Application	$427,000
BH-26-137	Quillfeather purchase, USDA	Honora Quillfeather	USDA	Purchase	Application	$291,000
BH-26-135	Lindenmeyer cash-out refinance, FHA	Anselm Lindenmeyer	FHA	Cash-out refinance	Application	$340,000
BH-26-133	Yardley purchase, Conventional	Evander Yardley-Nguyen	Conventional	Purchase	Application	$382,000
BH-26-134	Ingersoll purchase, FHA	Yannick Ingersoll-Mwangi	FHA	Purchase	Application	$345,000
BH-26-132	Mbatha refinance, USDA	Dorothea Mbatha-Cormier	USDA	Refinance	Processing	$196,000
BH-26-131	Galloway cash-out refinance, Conventional	Wendell Galloway-Osagie	Conventional	Cash-out refinance	Processing	$451,000
BH-26-129	Thackwell cash-out refinance, VA	Octavia Thackwell	VA	Cash-out refinance	Processing	$445,000
BH-26-130	Holloway purchase, FHA	Thessaly Holloway-Ferreira	FHA	Purchase	Processing	$343,000
BH-26-128	Tolliver purchase, Jumbo	Ulrich Tolliver-Nkemelu	Jumbo	Purchase	Processing	$1,402,000
BH-26-127	Lindenmeyer refinance, VA	Fenella Lindenmeyer	VA	Refinance	Processing	$554,000

26 more rows

Borrowers

32 sample rows · 13 columns

The people the brokerage lends for, how they came in and how much they are cleared to borrow.

Borrower	Email	Phone	What they want	Income type	Credit score range	Pre-approved up to
Linnea Lockhart-Ibekwe	linnea.lockhartibekwe@harrowmerepost.net	(608) 555-0133	Buying an investment home	Self-employed	Under 640	$595,000
Honora Pennington-Osei	honora.penningtonosei@harrowmerepost.net	(608) 555-0193	Buying an investment home	Self-employed	760 and up	$315,000
Quentin Kowalczyk-Marsh	quentin.kowalczykmarsh@harrowmerepost.net	(608) 555-0148	Buying a home	Salaried	700 to 759	$450,000
Briony Eversley-Tanaka	briony.eversleytanaka@harrowmerepost.net	(608) 555-0103	Refinancing	Commission	640 to 699	$455,000
Vesper Montclair-Okoye	vesper.montclairokoye@harrowmerepost.net	(608) 555-0163	Refinancing	Commission	760 and up	$340,000
Gawain Pemberton-Zhou	gawain.pembertonzhou@harrowmerepost.net	(608) 555-0118	Cash-out refinance	Retired	700 to 759	$380,000
Alaric Northcott-Salazar	alaric.northcottsalazar@harrowmerepost.net	(608) 555-0178	Cash-out refinance	Retired	640 to 699	$220,000

Lenders

4 sample rows · 8 columns

The wholesale lenders the brokerage places loans with and how fast each one turns a file.

Lender	Account rep	Rep phone	Rep email	Turn time (days)	Loan types they fund	Loans placed
Copperline Wholesale Mortgage	Fiona Aldersgate-Mbeki	(608) 555-0191	fiona.aldersgatembeki@copperlinewholesalemortgage.com	11	ConventionalFHAVA	BH-26-103, BH-26-106, BH-26-109, BH-26-115, BH-26-120, BH-26-121, BH-26-125, BH-26-127, BH-26-130, BH-26-135, BH-26-138
Evergreen Table Capital	Saoirse Lindqvist-Amoah	(608) 555-0193	saoirse.lindqvistamoah@evergreentablecapital.com	9	JumboConventional	BH-26-111, BH-26-112, BH-26-116, BH-26-124, BH-26-128, BH-26-136
Highmark Prairie Lending	Octavio Brenneman	(608) 555-0192	octavio.brenneman@highmarkprairielending.com	14	ConventionalUSDAFHA	BH-26-102, BH-26-107, BH-26-108, BH-26-117, BH-26-118, BH-26-126, BH-26-131, BH-26-132, BH-26-133, BH-26-134, BH-26-137
Stonebridge Direct Funding	Matthias Vandermeer-Cho	(608) 555-0194	matthias.vandermeercho@stonebridgedirectfunding.com	12	VAFHAUSDA	BH-26-101, BH-26-104, BH-26-105, BH-26-110, BH-26-113, BH-26-114, BH-26-119, BH-26-122, BH-26-123, BH-26-129

Also included

Applications by week and loan typeDrill-down
Loan type by stageDrill-down
Closings this weekDigest
New website leadsDigest
Clear to closeNotificationTells the processor the moment a file clears so the closing package goes out the same day.

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A-101, Abernathy-Cole	HC-3101	12-month
B-102, Boateng-Hill	HC-3102	12-month
C-103, Cavanaugh-Roos	HC-3103	6-month
A-202, Dellacroce	HC-3104	9-month

12 Hollowtree Ln, Greenville SC	INS-26-1101	Radon test
123 Marlin Spike Rd, Greenville SC	INS-26-1102	Pre-listing
234 Sorrel Court, Greenville SC	INS-26-1103	Sewer scope
81 Tupelo Bend Dr, Greenville SC	INS-26-1104	Sewer scope

Lot 29	Pavel Achterberg	(503) 555-0160
Lot 21	Gwendolyn Yoshida	(503) 555-0161
Lot 13	Ravi Zeller	(503) 555-0162
Lot 53	Delphine Valderrama	(503) 555-0163

RC-4102	Okonkwo household: Raleigh to Denver	Adaeze Okonkwo
RC-4103	Ashby-Delgado household: Durham to Seattle	Marcus Ashby-Delgado
RC-4104	Verhoeven household: Raleigh to Rotterdam	Lotte Verhoeven
RC-4105	Pemberton-Ruiz household: Cary to Apex	Sofia Pemberton-Ruiz

Two-bedroom, ground floor, garden view	Facebook	Published
Meet our courtyard and grill area	Instagram	Published
First month of parking free for spring move-ins	Facebook	Published
Floor plans at a glance	Door flyer	Published

Escobedo, fair housing training	Fair housing training	Carolina Apartment Association
Escobedo, certified apartment manager	Certified apartment manager	National Apartment Association
Escobedo, north carolina broker licence	North Carolina broker licence	NC Real Estate Commission
Quayle-Osei, certified apartment manager	Certified apartment manager	National Apartment Association

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