HomeCost Lending workspace
Portfolio viewPriority firstPhoenix
→ Pipeline stable
Connected clients
3
No live automations yet
Borrowers in pipeline
↑ 1 recent
Emails sent
1
1 recent sends in view
Partner playbook emails delivered
↓ Needs attention
Open rate
0%
0% click rate behind it
Tracked email opens
↓ Clicks lagging
Click rate
0%
Build more email-ready moments
Tracked email clicks

Opportunities

The client groups that are most likely to turn into action right now.

High equity clients
0
Priority 67WATCH
Clients with stronger equity positions
No matched client is ready for action yet.
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Likely to sell
0
Priority 71WATCH
Households with stronger seller signals
No matched client is ready for action yet.
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Needs pre-qual
0
Priority 75WATCH
Best candidates for lender follow-up
Best next move: jorge
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Needs CMA
3
Priority 81ACTIVE
Households that need a tighter value conversation
No matched client is ready for action yet.
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Recent sends

The five most recent automated emails and iMessages sent from this portal.

Your home update: $631,402 in equityTo jorgeEMAILA monthly Home Money snapshot with value, equity, and the most useful next move.
SENT3/23/2026, 6:01:13 PM

Top 5 clients to make a move on

Ranked by urgency, available email plays, and how strong the opportunity looks right now.

jorgeWATCH
11435 e starflower court, chandler, AZ 85249
Priority 52
Monthly Home Money updateOpen the homeowner dashboard and send the baseline digest.
Value$0.0
View
Codex SmokeWATCH
codex-smoke@example.com
Priority 52
Monthly Home Money updateOpen the homeowner dashboard and send the baseline digest.
Value$0.0
View
Newclient TestWATCH
newclient-test@example.com
Priority 52
Monthly Home Money updateOpen the homeowner dashboard and send the baseline digest.
Value$0.0
View

Featured homeowner

A deeper look at one homeowner record without leaving the dashboard.

jorge

Approved
jorgeayonc@gmail.com
11435 e starflower court, chandler, AZ 85249
Latest request: requested
Added 3/23/2026
Value
$0
Equity
$0
Monthly savings
$0
Seller proceeds
$0
Suggested emails
No email play is ready for this homeowner yet.