Good morning, KT Bradley CPA
Tuesday, October 13, 2026
Updated 7:46 AM
Waiting on a reply
16
oldest 12 days
Stalled cases
94
41 in Awaiting Docs
Files to review
8
oldest 35 days
On today's calendar
1
first at 11:00 AM
New bookings
0
none since the last brief
Do these first
Reply to Christopher Bui, waiting 12 days (text).
Prep for 11:00 AM today: Glen Corder.
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 42 days.
Files to review
8
Katrice Ellis
Photo ID · 85% read
Contact card
35d
David Cargill
Unreadable document · Not read
Contact card
32d
Karla Ayers
SSN card · 82% read
Contact card
32d
Tamika Lewis
W-2 · OCR failed
Contact card
25d
DANAYCIA CARRIER
Bank statement · 85% read
Contact card
23d
Marty Wells
Unreadable document · Not read
Contact card
21d
Felipe Jimenez
SSN card · 85% read
Contact card
9d
Keisha McDaniel
Unreadable document · Not read
Contact card
6d
On today's calendar
1
11:00 AM
Glen Corder
New bookings
0
No new bookings since the last brief.
Missed calls
4
Lawrence White
Oct 12, 11:39 PM
Paulette Pradia (THE HAIR MAYOR BEAUTY COLLEGE)
Oct 12, 07:41 PM
Glen Corder
Oct 12, 07:19 PM
A&K Mortgage and KT Bradley CPA.
Oct 12, 03:13 PM
New leads
7
(714) 625-6944
Unknown source
Lori (On Behalf Of Parent Linda Robertson) Robinson
Unknown source
Safira English-Sims
Unknown source
(984) 229-0193
Unknown source
Mary Elizabeth (Potential Client)
Unknown source
(832) 649-4488
Unknown source
(803) 766-2650
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
16
Christopher Bui
Text
12d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
12d
Marcella V Chambers
Text
11d
Nissi (Workforce Solutions) Ross
Call
8d
Sean with Lender Wrong Number
Call
8d
+ 11 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
AI calls, last day
6
(714) 625-6944
68 seconds
15h ago
Safira English-Sims
13 seconds
18h ago
(984) 229-0193
14 seconds
18h ago
Sarah Burton
34 seconds
18h ago
Mary Elizabeth (Potential Client)
11 seconds
21h ago
(803) 766-2650
30 seconds
22h 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
No new uploads
Missed calls 4 · New leads 7
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