■ Mortgage Tracker

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■ Mortgage Tracker

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Dashboard
Appointments
Cases
Case Progression
Anniversaries
Splits
Account
Users
Month ⓘ Written ⓘ Completed ⓘ
Total £0 £0
Pipeline
Written£0
Mortgages0
Months ⓘ Mgs ⓘ Completed ⓘ
—0£0
—0£0
—0£0
— 0 £0
Months ⓘ Mgs ⓘ Predicted ⓘ
—0£0
—0£0
Year
Month
—
—
Cash/Finish YTD
Paid£0
Predicted£0
Total£0
0 ROWS
Broker Date written Split
0 ROWS
Case Progression
Per-broker tracker for the moving parts of an in-flight case — solicitor chases, valuation, searches, ERCs, completion date, etc. You see your own rows; the case admin sees everyone's, with a tab per broker.
0 ROWS
Anniversaries
Upcoming Client milestones falling within the next 6 weeks, soonest first, so you can reach out in good time. Includes client birthdays (the Birthday 1st / Birthday 2nd dates on each case) and the anniversary of the mortgage completing (from each case's fee history).
0 ROWS
Splits
Year 1900 is the default fallback — used when no specific year is set for the chosen broker. Click a cell to edit. Numbers are percentages (0–100).
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