Demo Pilot, Internal Review

KT Bradley CPA

Monday, September 07, 2026 · Morning Brief

Wealth Strategy leads (1)

0 new in the last 24 hours

New Lead1

Test Simon207d in pipeline

No missed calls in the last day.

No new leads in the last day.

(248) 433-973318.9d waiting

Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

Karla Ayers16.9d waiting

Kristen, Here are all of the bank statements for the business account. If you need anything else, please let me know. Ha

(346) 618-569316.9d waiting

Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

(346) 362-934511.8d waiting

Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

Brandon Luckett11.7d waiting

Thank you!! I have signed and attached. On Wed, Aug 26, 2026 at 12:31 PM Kristen Bradley <info@ktbradleycpa.com [inf

Candace Gregory10.6d waiting

Hey KT! I hope you’re well. Just writing to follow up with you. My additional dependent, Andrew Harris’s info is belo

Sandreka Miller6.9d waiting

Hi Kristen, Please see the attached payment schedule for the 2025–2026 school year, which details when payments were ma

United Wholesale Mortgage Mortgage lender6.9d waiting

Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

Raishonna (Herman) Jelks4.8d waiting

Yes ma'am. I appreciate you

Robert (Bobby) Bolander4.6d waiting

She is cc’d. > On Sep 2, 2026, at 3:36 PM, Khyla Johnson <khyla@ktbradleycpa.com> wrote: > > > Hi Mr. Bolander,

Dwayne Chambers2.8d waiting

Approved it! On Fri, Sep 4, 2026 at 10:24 AM Dwayne Chambers <dchambers1127.dc@gmail.com [dchambers1127.dc@gmail.com]>

Nothing on the calendar today.

Nothing stalled. Pipeline is moving.