Demo Pilot — Internal Review

KT Bradley CPA

Thursday, July 23, 2026 · Morning Brief

New Leads (0)

No new leads in the last day.

Waiting On You (9)

(901) 214-299937.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
Andrea Mattingly36.7d waiting
Ok, thank you!
Brandon Luckett29.8d waiting
kevin@growabilityequity.com [kevin@growabilityequity.com]. This is his email.  His name is Kevin Anderson.  Below is his
Steven Ryan29.0d waiting
Ok. I approved the request.   Thanks,   Steven Ryan, PE, SE Principal SSS Design Engineers, LLC steven.ryan@sss-e
KURT HOFFAMN28.6d waiting
Stop
Sandreka Mille0.9d waiting
logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail
Jacalyn Shirley0.8d waiting
Please see updated attached to include purchase date.   I can pull the closing HUDs and notes if you need but it would
OD Golden Enterprise LLC0.7d waiting
On Wed, Jul 22, 2026 at 2:46 PM octavio colunga <occolunga18@gmail.com [occolunga18@gmail.com]> wrote: > Hello Kris
Ebony MITCHELL0.2d waiting
Sorry it took so long this is what I have access to online. I'm not sure if I have physical letters from before.  On Su

Today (0)

Nothing on the calendar today.

Stuck (37)

Robert RockerReady for Review · 92d
Dominyk and Seth TurnerDocs Requested · 91d
Amanda CaverDocs Requested · 91d
Michael Gilliard15-Minute Quick Call · 87d
Norman ReedReady for Review · 86d
JOHN WILLIAMSAppt Booked · 80d
Jessica WashingtonDocs Received · 73d
Anya WDocs Requested · 71d
Sean VinsonAppt Booked · 66d
Jecorick JonesDocs Received · 66d
Latonia V DismukeDocs Received · 62d
Pamela Johnson15-Minute Quick Call · 58d
KURT HOFFAMNDocs Requested · 56d
shermra shellmanAppt Booked · 56d
Adrianne Leibman15-Minute Quick Call · 50d
Steven RyanDocs Received · 44d
Tamra IRBYAppt Booked · 43d
Tameca jackson donavonAppt Booked · 38d
Brock JohnsonDocs Received · 30d
RASHONNA MOORE15-Minute Quick Call · 29d
Jason JohnsonDocs Received · 23d
Shiloh WilliamsDocs Received · 23d
Unmatched Offroad & Diesel Performance LLCExtension 2025 · 17d
RJ JacksonExtension 2025 · 16d
Kymberli DiamondExtension 2025 · 16d
Brian LittleExtension 2025 · 16d
Darryl & Danielle SmithExtension 2025 · 16d
Clifford StillsExtension 2025 · 16d
Donald DunnExtension 2025 · 16d
Rachel Christina PaytonExtension 2025 · 16d
Beverly iwualaExtension 2025 · 16d
Evans CharlesExtension 2025 · 16d
Keisha McDanielExtension 2025 · 16d
Jacalyn ShirleyDocs Requested · 15d
Bob RobertsonDocs Received · 15d
Kumbia LewisDocs Received · 15d
Vivian WatkinsDocs Received · 14d

Your Three Moves Today

  1. Reply to (901) 214-2999 — they've been waiting 37.6 days (Call).
  2. Push Robert Rocker forward — stuck at “Ready for Review” for 92 days.
  3. Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 91 days.

Ask About Today

Can pull live from the full account (contacts, opportunities, conversations, calendar). Pilot cap: 20 questions/day for this account.