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Mortgage brokerage

Moorfield Terrace Home Loans · Mortgage brokerage · Columbus, OH

Briony Yeboah is a loan officer at Moorfield Terrace Home Loans, a twelve-person mortgage brokerage in Columbus, and she uses this to keep the team's desk schedule, licenses and new-hire onboarding in one place while pay and home details stay visible only to the people who should see them.

Real estateTeam and HRGoverned columns5 tables · 5 views · 1 form · 1 dimension set · 1 digest · 1 checklist · 1 notification · 1 agent
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All credentials

Credentials
CredentialHeld byKindCredential numberIssued onRuns out onStanding
Continuing education — Tomasina RheeTomasina RheeContinuing educationCE-OH-190330Sep 5, 2024Aug 26, 2026Lapsed
State license — Wilhelmina QuarteyWilhelmina QuarteyState licenseOH-MLO-533109Jun 23, 2023Sep 21, 2026Lapsed
Continuing education — Wilhelmina QuarteyWilhelmina QuarteyContinuing educationCE-OH-210618Aug 11, 2025Oct 27, 2026Renewal due
Continuing education — Everett Duarte-LinEverett Duarte-LinContinuing educationCE-OH-231107Dec 19, 2025Nov 2, 2026Renewal due
Continuing education — Briony YeboahBriony YeboahContinuing educationCE-OH-220914Nov 9, 2025Nov 9, 2026Renewal due
NMLS license — Tomasina RheeTomasina RheeNMLS licenseNMLS-1112903Oct 31, 2021Nov 23, 2026Renewal due
State license — Tomasina RheeTomasina RheeState licenseOH-MLO-512876Nov 5, 2021Nov 23, 2026Renewal due
Background check — Hollis VandersteenHollis VandersteenBackground checkBGC-8402-DAug 27, 2022Jan 8, 2027Active
Compliance training — Hollis VandersteenHollis VandersteenCompliance trainingCMP-2025-0226Jan 28, 2026Jan 31, 2027Active
Compliance training — Tomasina RheeTomasina RheeCompliance trainingCMP-2025-0317Feb 17, 2026Feb 17, 2027Active
NMLS license — Briony YeboahBriony YeboahNMLS licenseNMLS-1038742Oct 27, 2018Feb 24, 2027Active
Compliance training — Philippa Adeyemi-RoquePhilippa Adeyemi-RoqueCompliance trainingCMP-2025-0402Mar 4, 2026Mar 4, 2027Active

14 more rows

Tables

Credentials

26 sample rows · 9 columns

Every license, training and background check the team holds, with the date it runs out and what renewing costs.

CredentialHeld byKindCredential numberIssued onRuns out onStanding
Continuing education — Tomasina RheeTomasina RheeContinuing educationCE-OH-190330Sep 5, 2024Aug 26, 2026Lapsed
State license — Wilhelmina QuarteyWilhelmina QuarteyState licenseOH-MLO-533109Jun 23, 2023Sep 21, 2026Lapsed
Continuing education — Wilhelmina QuarteyWilhelmina QuarteyContinuing educationCE-OH-210618Aug 11, 2025Oct 27, 2026Renewal due
Continuing education — Everett Duarte-LinEverett Duarte-LinContinuing educationCE-OH-231107Dec 19, 2025Nov 2, 2026Renewal due
Continuing education — Briony YeboahBriony YeboahContinuing educationCE-OH-220914Nov 9, 2025Nov 9, 2026Renewal due
NMLS license — Tomasina RheeTomasina RheeNMLS licenseNMLS-1112903Oct 31, 2021Nov 23, 2026Renewal due
State license — Tomasina RheeTomasina RheeState licenseOH-MLO-512876Nov 5, 2021Nov 23, 2026Renewal due
Background check — Hollis VandersteenHollis VandersteenBackground checkBGC-8402-DAug 27, 2022Jan 8, 2027Active
Compliance training — Hollis VandersteenHollis VandersteenCompliance trainingCMP-2025-0226Jan 28, 2026Jan 31, 2027Active
Compliance training — Tomasina RheeTomasina RheeCompliance trainingCMP-2025-0317Feb 17, 2026Feb 17, 2027Active
NMLS license — Briony YeboahBriony YeboahNMLS licenseNMLS-1038742Oct 27, 2018Feb 24, 2027Active
Compliance training — Philippa Adeyemi-RoquePhilippa Adeyemi-RoqueCompliance trainingCMP-2025-0402Mar 4, 2026Mar 4, 2027Active

14 more rows

Coverage schedule

35 sample rows · 6 columns

Who is on the phones, the walk-in desk and the closing table, hour by hour.

ShiftCovered byDutyStartsEndsBranch
Phone desk, Monday morning (Everett) Everett Duarte-LinPhone deskOct 5, 12:00 PMOct 5, 4:00 PMDowntown branch
Phone desk, Monday afternoon (Tomasina) Tomasina RheePhone deskOct 5, 4:00 PMOct 5, 9:00 PMDowntown branch
Walk-in desk, Monday morning (Casimir) Casimir OyelaranWalk-in deskOct 5, 1:00 PMOct 5, 5:00 PMWesterville branch
Closing table, Monday afternoon (Hollis) Hollis VandersteenClosing tableOct 5, 5:00 PMOct 5, 9:00 PMDowntown branch
Phone desk, Tuesday morning (Delphine) Delphine Tran-OkaforPhone deskOct 6, 12:00 PMOct 6, 4:00 PMDowntown branch
Phone desk, Tuesday afternoon (Briony) Briony YeboahPhone deskOct 6, 4:00 PMOct 6, 9:00 PMDowntown branch
Walk-in desk, Tuesday morning (Lorcan) Lorcan BaptisteWalk-in deskOct 6, 1:00 PMOct 6, 5:00 PMWesterville branch
Closing table, Tuesday afternoon (Anselm) Anselm KaczmarekClosing tableOct 6, 5:00 PMOct 6, 9:00 PMDowntown branch
Phone desk, Wednesday morning (Philippa) Philippa Adeyemi-RoquePhone deskOct 7, 12:00 PMOct 7, 4:00 PMDowntown branch
Phone desk, Wednesday afternoon (Hollis) Hollis VandersteenPhone deskOct 7, 4:00 PMOct 7, 9:00 PMDowntown branch
Walk-in desk, Wednesday morning (Anselm) Anselm KaczmarekWalk-in deskOct 7, 1:00 PMOct 7, 5:00 PMWesterville branch
Closing table, Wednesday afternoon (Hollis) Hollis VandersteenClosing tableOct 7, 5:00 PMOct 7, 9:00 PMDowntown branch

23 more rows

New-hire tasks

24 sample rows · 7 columns

The steps from signed offer to a first closed file, who owns each one and where it stands.

TaskNew hireOwnerCategoryStageDueFinished
Collect signed offer letter and tax forms — DelphineDelphine Tran-OkaforHollis VandersteenPaperworkDoneAug 31, 2026Aug 31, 2026
Order the background check — DelphineDelphine Tran-OkaforZenobia Halloran-FitchPaperworkDoneAug 31, 2026Aug 31, 2026
Set up laptop, email and the loan system login — DelphineDelphine Tran-OkaforLorcan BaptisteSystems accessDoneSep 1, 2026Sep 1, 2026
Register the NMLS record under the branch — DelphineDelphine Tran-OkaforZenobia Halloran-FitchLicensingDoneSep 2, 2026Sep 2, 2026
Add to the rate-sheet email list — DelphineDelphine Tran-OkaforPhilippa Adeyemi-RoqueSystems accessDoneSep 2, 2026Sep 2, 2026
Walk through the fair lending and privacy policy — DelphineDelphine Tran-OkaforZenobia Halloran-FitchComplianceDoneSep 5, 2026Sep 5, 2026
Shadow three borrower calls — DelphineDelphine Tran-OkaforTomasina RheeTrainingDoneSep 7, 2026Sep 7, 2026
Process one file start to finish with a buddy — DelphineDelphine Tran-OkaforPhilippa Adeyemi-RoqueTrainingDoneSep 14, 2026Sep 14, 2026
Complete the online disclosure-timing course — DelphineDelphine Tran-OkaforZenobia Halloran-FitchComplianceDoneSep 17, 2026Sep 17, 2026
Review first closed file with the branch manager — DelphineDelphine Tran-OkaforAnselm KaczmarekTrainingIn progressSep 24, 2026—
Set 30-day goals — DelphineDelphine Tran-OkaforAnselm KaczmarekPaperworkWaiting on hireSep 28, 2026—
Add to the desk schedule — DelphineDelphine Tran-OkaforBriony YeboahSystems accessTo doSep 9, 2026—

12 more rows

Personnel files

12 sample rows · 11 columns

Each person's private file: pay, home details, emergency contact and when their next review is due.

FileEmployeePay basisAnnual payDate of birthHome addressEmergency contact
Personnel file — Anselm KaczmarekAnselm KaczmarekSalaried$142,000Nov 2, 1976915 Bellwether Court, Columbus, OH 43211Mirela Kaczmarek
Personnel file — Briony YeboahBriony YeboahSalaried$96,000Apr 17, 19883820 Aldersgate Lane, Columbus, OH 43210Tobias Yeboah
Personnel file — Casimir OyelaranCasimir OyelaranHourly$46,000Aug 8, 19971288 Juniper Weir Drive, Columbus, OH 43219Anneliese Oyelaran
Personnel file — Delphine Tran-OkaforDelphine Tran-OkaforCommission only$30,000May 26, 1991704 Kestrel Hollow Lane, Columbus, OH 43220Wendell Tran
Personnel file — Everett Duarte-LinEverett Duarte-LinSalaried$88,000Jan 23, 1992441 Dunmore Terrace, Columbus, OH 43213Paloma Duarte-Lin
Personnel file — Hollis VandersteenHollis VandersteenHourly$61,000Jun 18, 19832950 Hollin Bridge Road, Columbus, OH 43217Aveline Vandersteen
Personnel file — Lorcan BaptisteLorcan BaptisteHourly$54,000Mar 30, 199578 Fenwick Row, Columbus, OH 43215Odette Baptiste
Personnel file — Philippa Adeyemi-RoquePhilippa Adeyemi-RoqueHourly$58,000Sep 12, 19901633 Elmstead Way, Columbus, OH 43214Obiageli Adeyemi-Roque
Personnel file — Rafferty MoonRafferty MoonHourly$52,000Oct 21, 19994416 Larchmont Spur, Columbus, OH 43221Salome Moon
Personnel file — Tomasina RheeTomasina RheeSalaried$118,000Jul 29, 19842207 Corrin Mill Road, Columbus, OH 43212Jun-ho Rhee
Personnel file — Wilhelmina QuarteyWilhelmina QuarteySalaried$84,000Dec 5, 19895102 Garrity Pass, Columbus, OH 43216Gerrit Quartey
Personnel file — Zenobia Halloran-FitchZenobia Halloran-FitchSalaried$112,000Feb 14, 1979367 Ivybank Circle, Columbus, OH 43218Ifeanyi Halloran-Fitch

Forms and booking

Credential update

Form
Credential updateWhere a team member reports a renewed license, finished course or new background check.
What is the credential called? *
Who holds it? *
What kind of credential is it? *NMLS licenseState licenseContinuing educationCompliance trainingBackground check
What number is printed on the certificate?As printed on the certificate.
When does it run out?
Is it in good standing? *ActiveRenewal dueLapsed
Send to compliance

Also included

  • Renewals coming upDigest
  • Credential running outNotificationWarns the compliance officer a month before a credential expires.
  • First monthChecklist

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