MortgageSolvers Canada

Pipeline Dashboard

Lead → funded performance, speed-to-lead, and marketing attribution.

Data as of — · — leads tracked

RingCentral Call Activity — team calls · filter by user, type & length

Users
Call Type
Min Call Length
Call volume trend
Total Calls Connected

Marketing — media spend → leads → revenue

Setter — Aysha, Mark & Keri

Sales — commitment → accepted → funded

Fulfillment — docs → submitted → commitment

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)

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)

New Ad Comparison — compare creatives apples-to-apples over a date range

Lead Progression — how each arrival cohort is moving through the funnel

Traffic Source Breakdown — Facebook ad spend → funnel, by campaign / ad set / ad

Revenue by Region — closed-deal commission & deal velocity, by province

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.