Good morning, KT Bradley CPA
Sunday, September 27, 2026
Updated 7:46 AM
Waiting on a reply
9
oldest 17 days
Stalled cases
95
44 in Documents incomplete
Files to review
10
oldest 12 days
On today's calendar
0
clear day
Do these first
Reply to Marcelina Ngumezi, waiting 17 days (email).
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 26 days.
Nudge Henrietta Evans on missing documents, checklist incomplete for 14 days.
Files to review
10
Lashannon Carr
Bank statement · 85% read
12d
Katrice Ellis
Photo ID · 85% read
12d
David Cargill
Unreadable document · Not read
12d
Karla Ayers
SSN card · 82% read
12d
Thomas Raney
IRS EIN letter · OCR failed
12d
Tiara Jenkins
Schedule C · 72% read
12d
Zaria Powell
Unreadable document · Not read
4d
Marty Wells
Unreadable document · Not read
1d
DANAYCIA CARRIER
Bank statement · 85% read
0d
Tamika Lewis
W-2 · OCR failed
0d
Files and fix steps are in this morning's email.
New leads
2
(833) 603-3136
Unknown source
(743) 286-7337
Unknown source
Where cases are stalled
95
Documents incomplete
44
Awaiting Docs
38
Docs In Review
7
Ready for Prep
4
In Prep
2
Waiting on a reply
9
Marcelina Ngumezi
Email
17d
Sandreka Miller
Email
16d
(281) 745-9367
Call
11d
Keneisha Thompson
Email
10d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
6d
+ 4 more, oldest first
EPS disclosures to send
3
Rachel Christina Payton
at filing
Timothy Robinson
at filing
Daniel (Murphy) Bailey
at filing
AI calls, last day
2
(833) 603-3136
9 seconds
16h ago
(743) 286-7337
1 seconds
17h ago
Wealth Strategy leads
1
Advising
2
Zaria Powell
New
Yessenia Lopez
New
All clear today
Nothing on today's calendar
No missed calls
No new uploads
Missed calls 0 · New leads 2
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