Tuesday · May 20 · Good morning
Matt — your week is on pace.
Next 3 — do these first
Rockranked by impact × urgency · refreshed 2m ago1
Extend Maria's lock — expires 4:32 PM
Rate held; CPA letter coming Friday · re-pricing costs $4,800
2
Approve Otto card — saves Robert $87/mo
Lender-paid MI swap · breakeven 8 months · Tier 2 ready
3
Call Allison — RESPA triggered, disclosure pending
Application signed yesterday · clock starts tomorrow if not sent
What's on me right now
Replies · approvals · deadlinesHot replies
5Cards waiting on me
12$84K potential4
Brady drafts
5
Otto cards
2
Pricing exc
1
Other
Top of stack: Maria Sanchez — savings recap email · 23m
Partner follow-ups
3 dueJP
Jess Park
Realtor · Greenway
KC
Köhn Custom Homes
Builder
MV
Marisol Vega
Realtor · Coast
Market, money & growth
Rates · advantage · activityToday's rates
Full rate sheetUMBS 30Y 5.5100.48+0.06 · +2 bp
Range: 100.18–100.55· 12 bpsSource: MBS Highway · last pull 4m ago
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Advantage opportunities
YOUR AFN ADVANTAGE$84,200
potential client savings across your book · 12 cards waiting
8Opportunity
2Optimization
1Anti-card
1Education
$18.4K verified delivered YTD
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