Demo Pilot, Internal Review

KT Bradley CPA

Tuesday, September 08, 2026 · Morning Brief

Wealth Strategy leads (1)

0 new in the last 24 hours

New Lead1

Test Simon208d in pipeline

No missed calls in the last day.

(708) 722-1517Unknown source · Sep 08, 12:26 PM

(248) 433-973319.9d waiting

Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

Karla Ayers17.9d waiting

Kristen, Here are all of the bank statements for the business account. If you need anything else, please let me know. Ha

(346) 618-569317.9d waiting

Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

(346) 362-934512.8d waiting

Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

Brandon Luckett12.7d waiting

Thank you!! I have signed and attached. On Wed, Aug 26, 2026 at 12:31 PM Kristen Bradley <info@ktbradleycpa.com [inf

Candace Gregory11.6d waiting

Hey KT! I hope you’re well. Just writing to follow up with you. My additional dependent, Andrew Harris’s info is belo

Sandreka Miller7.9d waiting

Hi Kristen, Please see the attached payment schedule for the 2025–2026 school year, which details when payments were ma

United Wholesale Mortgage Mortgage lender7.9d waiting

Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

Raishonna (Herman) Jelks5.8d waiting

Yes ma'am. I appreciate you

Robert (Bobby) Bolander5.6d waiting

She is cc’d. > On Sep 2, 2026, at 3:36 PM, Khyla Johnson <khyla@ktbradleycpa.com> wrote: > > > Hi Mr. Bolander,

Dwayne Chambers3.8d waiting

Approved it! On Fri, Sep 4, 2026 at 10:24 AM Dwayne Chambers <dchambers1127.dc@gmail.com [dchambers1127.dc@gmail.com]>

01:15 PMEisha Jones

02:00 PMTia Kennard

02:45 PMCharisma Carter

03:30 PMWilliam Guidry

Nothing stalled. Pipeline is moving.