Lead → funded performance, speed-to-lead, and marketing attribution.
Data as of — · — leads tracked
Call Activity by Rep — RingCentral, per user
Pipeline Activity — pick a date range; verified data only
How Leads Are Flowing — recent arrival cohorts, tracked as they move through the funnel
Each column is a cohort — leads grouped by the month they arrived — read down to see how far that month's leads have progressed. % is share of that cohort. ▲ newest cohorts are still maturing (~26-day median to funded), so their later stages keep rising.
Cycle-Time Bottleneck — median days between stages (median, not average)
Speed-to-Lead Trend — median time to first call, by lead-arrival month
Median time to first callUnder the 5-minute benchmark zone
Contact-Rate Trend — % of leads reached in a real conversation, by arrival month
Reached in a 2+ min connected conversation (voicemails excluded)
A lead counts as reached once it has a connected call over 2 minutes that our transcript check did not flag as a voicemail. Recent months read lower because those leads haven't all had their conversation yet.
Contact Rate by Ad — this month's leads, per ad creative
SMS Outreach — last 30 days · reply rate & delivery (SMS has no open rate)
By line
Best cold openers by reply rate
Overnight vs Daytime Leads — do after-hours leads wait longer for first contact?
Median speed-to-lead by hour the lead arrived (Eastern)
Breakdowns
Monthly Cohorts — cohort = lead-arrival month; how each month converts through the funnel
▲ maturing — recent cohorts are still working through the pipeline
(median ~26 days to funded), so their funded totals will keep rising. Don't read them as a drop.
Live Activity — live Monday + RingCentral integration, newest first
MortgageSolvers pipeline dashboard · static snapshot from the reporting database ·
figures are all-time unless a section states otherwise.