Good morning, KT Bradley CPA
Friday, October 9, 2026
Updated 7:46 AM
Waiting on a reply
21
oldest 8 days
Stalled cases
96
42 in Documents incomplete
Files to review
13
oldest 24 days
On today's calendar
0
clear day
Do these first
Reply to Christopher Bui, waiting 8 days (text).
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 38 days.
Nudge Brian Little on missing documents, checklist incomplete for 26 days.
Files to review
13
Katrice Ellis
Photo ID · 85% read
24d
Karla Ayers
SSN card · 82% read
24d
Thomas Raney
IRS EIN letter · OCR failed
24d
Zaria Powell
Unreadable document · Not read
16d
Lashannon Carr
Bank statement · 85% read
11d
David Cargill
Unreadable document · Not read
9d
Keisha McDaniel
Unreadable document · Not read
1d
Alberto Flores
Unreadable document · Not read
1d
Marty Wells
Unreadable document · Not read
1d
Felipe Jimenez
SSN card · 85% read
0d
Kelly (KD) Lewis (Querageous Barber School)
Unreadable document · Not read
0d
DANAYCIA CARRIER
Bank statement · 85% read
0d
Tamika Lewis
W-2 · OCR failed
0d
Files and fix steps are in this morning's email.
Missed calls
3
A&K Mortgage and KT Bradley CPA.
Oct 08, 05:11 PM
Lawrence White
Oct 08, 05:11 PM
Business line dialed the wrong number
Oct 08, 03:13 PM
New leads
5
Andrew Seeking Your Return To Broker Pool
Unknown source
Funding Sales
Unknown source
Pvc Company
Unknown source
Blockedx1
Unknown source
(757) 517-9829
Unknown source
Where cases are stalled
96
Documents incomplete
42
Awaiting Docs
40
Docs In Review
7
Ready for Prep
4
In Prep
3
Waiting on a reply
21
Christopher Bui
Text
8d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
8d
Marcella V Chambers
Text
7d
Daniel (Murphy) Bailey
Text
4d
Nissi (Workforce Solutions) Ross
Call
4d
+ 16 more, oldest first
EPS disclosures to send
5
Natalie(Account/Bookkeeper)) Specialty Technical Services
at filing
Clementine Hazel
at filing
Rachel Christina Payton
at filing
Timothy Robinson
at filing
Daniel (Murphy) Bailey
at filing
AI calls, last day
7
Marco Miranda
11 seconds
15h ago
Andrew Seeking your Return to Broker Pool
16 seconds
16h ago
Funding Sales
28 seconds
17h ago
PVC Company
1 seconds
17h ago
Lawrence White
40 seconds
20h ago
BlockedX1
18 seconds
22h ago
(757) 517-9829
31 seconds
23h ago
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 new uploads
Missed calls 3 · New leads 5
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