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Mortgage brokerage

Millbrae Point Home Loans · Mortgage brokerage · Millbrae, CA

Quinn Engstrom is the loan officer at Millbrae Point Home Loans, a mortgage brokerage near San Francisco, and keeps the closing-day supplies counted by shelf and category so signing folders, pens and toner are reordered before the morning they run out.

Real estateInventoryDimensions4 tables · 5 views · 1 form · 1 dimension set · 1 dashboard · 1 drill-down · 1 digest · 1 notification · 1 agent
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Stock board

Supplies
In stock18
Loan estimate foldersClosing packetsClosing room
Signing page tabs, 500 packNotary and signingClosing room
Blue-ink signing pensNotary and signingClosing room
Laser paper cartonsPrintingFront office
Binder clips, boxOfficeFront office
13 more
Low4
Notary journalsNotary and signingStorage closet
Hanging file foldersOfficeStorage closet
Return-label sheetsMailingFront office
Hand sanitizer refillsFront deskClosing room
On order4
Closing disclosure coversClosing packetsClosing room
Black toner cartridgesPrintingFront office
Color toner setsPrintingFront office
Homebuyer guide bookletsClosing packetsClosing room
Out2
Notary embosser refillsNotary and signingStorage closet
Mint jarsFront deskFront office

Tables

Supplies

28 sample rows · 13 columns

One thing the office keeps on a shelf, with how many are left and when to reorder.

SupplyCategoryShelfSupplierOn handReorder atUnit cost
Loan estimate foldersClosing packetsClosing roomHarborview Paper Supply14060$0.85
Closing disclosure coversClosing packetsClosing roomHarborview Paper Supply4550$1.10
Welcome foldersClosing packetsClosing roomQuillfeather Print Works8540$1.40
Homebuyer guide bookletsClosing packetsClosing roomQuillfeather Print Works3840$2.25
Client coffee podsFront deskFront officeBrightkettle Pantry Service16080$0.62
Bottled water casesFront deskFront officeBrightkettle Pantry Service54$7.25
Tissue boxesFront deskFront officeBrightkettle Pantry Service146$2.10
Mint jarsFront deskFront officeBrightkettle Pantry Service02$4.80
Hand sanitizer refillsFront deskClosing roomBrightkettle Pantry Service33$11.20
Business envelopes, number 10MailingFront officeParcelhaus Mailing Goods1,200500$0.04
Overnight pouchesMailingFront officeParcelhaus Mailing Goods5525$0.95
Return-label sheetsMailingFront officeParcelhaus Mailing Goods910$6.20

16 more rows

Suppliers

6 sample rows · 7 columns

Where each supply comes from and who to call.

SupplierSellsRep phoneAccount numberSupplies
Brightkettle Pantry ServicePantry(650) 555-0135MP-4128Client coffee pods, Bottled water cases, Tissue boxes, Mint jars, Hand sanitizer refills
Harborview Paper SupplyPaper(650) 555-0131MP-4100Loan estimate folders, Closing disclosure covers
Parcelhaus Mailing GoodsMailing(650) 555-0136MP-4135Business envelopes, number 10, Overnight pouches, Return-label sheets, Postage-meter ink, Seal-and-return mailers
Penmark StationersOffice(650) 555-0132MP-4107Laser paper cartons, Black toner cartridges, Color toner sets, Binder clips, box, Sticky flags, Hanging file folders, Legal pads, Document shredder bags
Quillfeather Print WorksPrint shop(650) 555-0133MP-4114Welcome folders, Homebuyer guide booklets, Rate sheet pads, Business cards
Sealwright Notary GoodsNotary(650) 555-0134MP-4121Signing page tabs, 500 pack, Blue-ink signing pens, Notary journals, Notary embosser refills

Restock orders

12 sample rows · 8 columns

One purchase to refill a supply.

OrderSupplyQuantityCostOrderedExpectedStatus
Restock color toner sets, placedColor toner sets1$210Oct 4, 2026Oct 15, 2026Placed
Restock black toner cartridges, placedBlack toner cartridges3$288Oct 3, 2026Oct 13, 2026Placed
Restock closing disclosure covers, shippedClosing disclosure covers250$262.50Sep 30, 2026Oct 10, 2026Shipped
Restock homebuyer guide booklets, shippedHomebuyer guide booklets120$258Sep 28, 2026Oct 9, 2026Shipped
Restock overnight pouches, deliveredOvernight pouches100$90Sep 3, 2026Sep 7, 2026Received
Restock welcome folders, deliveredWelcome folders150$202.50Aug 27, 2026Sep 1, 2026Received
Restock notary journals, deliveredNotary journals6$105Aug 22, 2026Aug 28, 2026Received
Restock client coffee pods, deliveredClient coffee pods320$192Aug 19, 2026Aug 25, 2026Received
Restock laser paper cartons, deliveredLaser paper cartons12$480Aug 12, 2026Aug 17, 2026Received
Restock blue-ink signing pens, deliveredBlue-ink signing pens144$187.20Aug 3, 2026Aug 9, 2026Received
Restock loan estimate folders, deliveredLoan estimate folders300$240Jul 28, 2026Aug 6, 2026Received
Restock business envelopes, number 10, deliveredBusiness envelopes, number 102,000$80Jul 8, 2026Jul 17, 2026Received

Also included

  • Stock by category and shelfDrill-down
  • Supplies running lowDigest
  • Supply running lowNotificationAlerts the office coordinator when a shelf item hits its reorder count.

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