Good morning, KT Bradley CPA
Sunday, October 4, 2026
Updated 7:45 AM
Waiting on a reply
4
oldest 3 days
Stalled cases
98
45 in Documents incomplete
Files to review
10
oldest 19 days
On today's calendar
0
clear day
Do these first
Reply to Christopher Bui, waiting 3 days (text).
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 33 days.
Nudge Brian Little on missing documents, checklist incomplete for 21 days.
Files to review
10
Katrice Ellis
Photo ID · 85% read
19d
Karla Ayers
SSN card · 82% read
19d
Thomas Raney
IRS EIN letter · OCR failed
19d
Zaria Powell
Unreadable document · Not read
11d
Lashannon Carr
Bank statement · 85% read
6d
David Cargill
Unreadable document · Not read
4d
Alberto Flores
Unreadable document · Not read
1d
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.
Missed calls
2
A&K Mortgage and KT Bradley CPA.
Oct 03, 05:51 PM
(208) 561-3979
Oct 03, 05:51 PM
New leads
1
(208) 561-3979
Unknown source
Where cases are stalled
98
Documents incomplete
45
Awaiting Docs
39
Docs In Review
7
Ready for Prep
4
In Prep
3
Waiting on a reply
4
Christopher Bui
Text
3d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
3d
Marcella V Chambers
Text
2d
Daniel (Murphy) Bailey
Text
2d
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
3
Zaria Powell
New
Yessenia Lopez
New
Cory Hinojosa
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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