Good morning, KT Bradley CPA
Sunday, October 11, 2026
Updated 7:46 AM
Waiting on a reply
15
oldest 10 days
Stalled cases
101
45 in Documents incomplete
Files to review
14
oldest 26 days
On today's calendar
0
clear day
Do these first
Reply to Christopher Bui, waiting 10 days (text).
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 40 days.
Nudge Brian Little on missing documents, checklist incomplete for 28 days.
Files to review
14
Katrice Ellis
Photo ID · 85% read
26d
Karla Ayers
SSN card · 82% read
26d
Thomas Raney
IRS EIN letter · OCR failed
26d
Zaria Powell
Unreadable document · Not read
18d
Lashannon Carr
Bank statement · 85% read
13d
David Cargill
Unreadable document · Not read
11d
Natalie(Account/Bookkeeper)) Specialty Technical Services
Unreadable document · Not read
2d
Felipe Jimenez
SSN card · 85% read
2d
Kelly (KD) Lewis (Querageous Barber School)
Unreadable document · Not read
2d
DANAYCIA CARRIER
Bank statement · 85% read
2d
Tamika Lewis
W-2 · OCR failed
2d
Keisha McDaniel
Unreadable document · Not read
2d
Alberto Flores
Unreadable document · Not read
2d
Marty Wells
Unreadable document · Not read
1d
Files and fix steps are in this morning's email.
Missed calls
2
A&K Mortgage and KT Bradley CPA.
Oct 10, 06:42 PM
(501) 559-2494
Oct 10, 06:42 PM
New leads
1
(501) 559-2494
Unknown source
Where cases are stalled
101
Documents incomplete
45
Awaiting Docs
40
Docs In Review
7
Ready for Prep
4
In Prep
4
New Lead
1
Waiting on a reply
15
Christopher Bui
Text
10d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
10d
Marcella V Chambers
Text
9d
Nissi (Workforce Solutions) Ross
Call
6d
Sean with Lender Wrong Number
Call
6d
+ 10 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
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
No new uploads
Missed calls 2 · New leads 1
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