Good morning, KT Bradley CPA
Wednesday, October 14, 2026
Updated 7:46 AM
Waiting on a reply
20
oldest 13 days
Stalled cases
94
41 in Awaiting Docs
Files to review
9
oldest 36 days
On today's calendar
0
clear day
New bookings
0
none since the last brief
Do these first
Reply to Christopher Bui, waiting 13 days (text).
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 43 days.
Nudge Brian Little on missing documents, checklist incomplete for 31 days.
Files to review
9
Katrice Ellis
Photo ID · 85% read
Contact card
36d
David Cargill
Document · Needs review
Contact card
33d
Karla Ayers
SSN card · 82% read
Contact card
33d
Tamika Lewis
W-2 · OCR failed
Contact card
26d
DANAYCIA CARRIER
Bank statement · 85% read
Contact card
24d
Marty Wells
Unreadable document · Not read
Contact card
22d
Felipe Jimenez
SSN card · 85% read
Contact card
10d
Keisha McDaniel
Document · Needs review
Contact card
7d
Patricia Labbe
State return check · State return check
Contact card
1d
New bookings
0
No new bookings since the last brief.
Missed calls
4
Glen Corder
Oct 13, 09:05 PM
A&K Mortgage and KT Bradley CPA.
Oct 13, 06:44 PM
Lawrence White
Oct 13, 06:44 PM
(661) 464-9764
Oct 13, 05:04 PM
New leads
4
(888) 884-4896
Unknown source
(833) 960-5071
Unknown source
Jolanda Allison
Unknown source
(661) 464-9764
Unknown source
Where cases are stalled
94
Awaiting Docs
41
Documents incomplete
36
Docs In Review
8
Ready for Prep
4
In Prep
4
New Lead
1
Waiting on a reply
20
Christopher Bui
Text
13d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
13d
Marcella V Chambers
Text
12d
Nissi (Workforce Solutions) Ross
Call
9d
Sean with Lender Wrong Number
Call
9d
+ 15 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
3
Matthew Newton
ID, SSN
Patricia Labbe
ID, Schedule E, 1099-R, 1099, W-2, 1099-INT, 1099-G
Tiffany Wade
other, 1099-INT, ID
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 4 · New leads 4
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