Good morning, KT Bradley CPA
Tuesday, October 6, 2026
Updated 7:46 AM
Waiting on a reply
10
oldest 5 days
Stalled cases
97
44 in Documents incomplete
Files to review
11
oldest 21 days
On today's calendar
0
clear day
Do these first
Reply to Christopher Bui, waiting 5 days (text).
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 35 days.
Nudge Brian Little on missing documents, checklist incomplete for 23 days.
Files to review
11
Katrice Ellis
Photo ID · 85% read
21d
Karla Ayers
SSN card · 82% read
21d
Thomas Raney
IRS EIN letter · OCR failed
21d
Zaria Powell
Unreadable document · Not read
13d
Lashannon Carr
Bank statement · 85% read
8d
David Cargill
Unreadable document · Not read
6d
Alberto Flores
Unreadable document · Not read
1d
Marty Wells
Unreadable document · Not read
1d
Felipe Jimenez
SSN card · 85% 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
1
A&K Mortgage and KT Bradley CPA.
Oct 05, 02:45 PM
New leads
2
Sean With Lender Wrong Number
Unknown source
Nissi (Workforce Solutions) Ross
Unknown source
Where cases are stalled
97
Documents incomplete
44
Awaiting Docs
39
Docs In Review
7
Ready for Prep
4
In Prep
3
Waiting on a reply
10
Christopher Bui
Text
5d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
5d
Marcella V Chambers
Text
4d
Daniel (Murphy) Bailey
Text
1d
Nissi (Workforce Solutions) Ross
Call
1d
+ 5 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
2
Sean with Lender Wrong Number
7 seconds
20h ago
Nissi (Workforce Solutions) Ross
54 seconds
23h ago
Wealth Strategy leads
1
Advising
3
Zaria Powell
New
Yessenia Lopez
New
Cory Hinojosa
New
All clear today
Nothing on today's calendar
No new uploads
Missed calls 1 · New leads 2
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