World Financial Group · A4K7T2
Welcome back, Taylor
Here's what's happening with your referrals.
1 client is awaiting consent — consent sent, Finevo is following up.
My referrals
Select a client to view their journey.
Recent activity
- Today
Jordan A. was assigned a mortgage expert
Sarah Mitchell is now working through this file.
- Yesterday
Morgan L. received a conditional approval
The lender issued a conditional approval.
- Jun 21
Dana H. was pre-approved
The full application is being prepared for lender submission.
Prototype sample data only. In production, progress would sync from Salesforce and exclude all confidential client financial information.
