Good morning, KT Bradley CPA
Thursday, October 15, 2026
Updated 7:01 AM
Waiting on a reply
26
oldest 14 days
Stalled cases
94
42 in Awaiting Docs
Files to review
8
oldest 37 days
On today's calendar
0
clear day
New bookings
0
none since the last brief
Do these first
Reply to Christopher Bui, waiting 14 days (text).
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 44 days.
Nudge Brian Little on missing documents, checklist incomplete for 32 days.
Files to review
8
Katrice Ellis
Photo ID · 85% read
Contact card
37d
David Cargill
Document · Needs review
Contact card
34d
Karla Ayers
SSN card · 82% read
Contact card
34d
Tamika Lewis
W-2 · OCR failed
Contact card
27d
DANAYCIA CARRIER
Bank statement · 85% read
Contact card
25d
Marty Wells
Unreadable document · Not read
Contact card
23d
Felipe Jimenez
SSN card · 85% read
Contact card
11d
Keisha McDaniel
Document · Needs review
Contact card
8d
New bookings
0
No new bookings since the last brief.
Missed calls
2
Glen Corder
Oct 14, 05:43 PM
Lawrence White
Oct 14, 03:52 PM
New leads
3
(708) 722-1668
Unknown source
(832) 696-0307
Unknown source
Hassan (Job Request) Mosen
Unknown source
Where cases are stalled
94
Awaiting Docs
42
Documents incomplete
35
Docs In Review
8
Ready for Prep
4
In Prep
4
New Lead
1
Waiting on a reply
26
Christopher Bui
Text
14d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
14d
Marcella V Chambers
Text
13d
Nissi (Workforce Solutions) Ross
Call
10d
Sean with Lender Wrong Number
Call
10d
+ 21 more, oldest first
EPS disclosures to send
4
Clementine Hazel
at filing
Rachel Christina Payton
at filing
Timothy Robinson
at filing
Daniel (Murphy) Bailey
at filing
Uploaded since yesterday
2
Matt Newton
bank statement
Patricia Labbe
other
Wealth Strategy leads
1
Advising
6
Zaria Powell
New
Yessenia Lopez
New
Kathleen Long
New
Richard Williams
New
Cory Hinojosa
New
Thomas Raney
New
All clear today
Nothing on today's calendar
No AI calls
Missed calls 2 · New leads 3
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