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KMT
The Kinsley Mortgage Team
Powered by C2 Financial
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Home
Pipeline ▾
Loan board
Lead to funded, one board, drag to move
Closing calendar
Who closes when, week by week
All loans list
Every file in one sortable list
By stage
Every exact stage, one pipeline at a time
Agent partner pipeline
Realtor recruiting, stage by stage
People ▾
Contacts
Everyone, by segment
Signals
Past clients with a reason to call
Book Rebuild
Fill in missing loan details
Partners
Agents and pros, both-way referrals
Client Concierge
Past-client follow-up queue for your concierge
Communication ▾
Conversations
Every text, email and call, by person
Power dialer
Work today's call list
Templates
Saved messages in your voice
Campaigns
Ten starters: speed-to-lead, checkup, birthday…
Marketing ▾
Rates & website
Post today's rates to your site
Landing pages
Your live pages and where they point
Realtor recruiting
Funnel, who to work today, tiers
Content Studio
Topics, script, teleprompter, captions
Tools ▾
Calculators
Payment, affordability, refi, DSCR and more
Income Analyzer
Qualifying income from paystubs, returns or bank statements
Program lookup ↗
Your Intelligence Hub
Income Analyzer
Qualifying income with the math shown
Reports ▾
Scorecard
Funnel, sources, book and partners
Monday owner report
The week on one page
Company ▾
Company page
Links, rate sheets, team, announcements
Settings
Branding, modules, rules
Setup checklist
Seven steps to go live
Connecting…
EK
Refresh from Cre8tive
Pull the latest contacts, tasks and loans
Connection check
Test every connection live
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