Clouston is the whole morning: JMAC pegged the fund for 7/10 and there's still an open income condition standing between you and that date. Clear it today. After that, a new file (Giron) came in hot overnight and two warm rate-shoppers are waiting on a callback. — B.
Clouston (JMAC file 60227, Zuma purchase) — est. fund is 7/10, two days out, but Brenda's updated approval still lists one outstanding item: evidence the borrower has 2026 YTD earned income supporting the qualifying figure. Title (Omega/Katherine) is finalizing the CD in parallel. Get JMAC that income doc today or 7/10 slips.
UrgentGmail (JMAC / Omega Title)
Giron (loan 17181183) moved the whole way overnight — application submitted, borrower finished tasks, bank statements uploaded — and ARIVE is now "awaiting your review" on conditions. You already welcomed him; review the file today while it's warm and tell him what's next.
TodayARIVE / Gmail
Seth Reed (707-481-3456) is a UWM rate-drop trigger — their assistant already called him and handed you the summary to follow up. Warm rate-shopper on a plate; call before someone else does.
TodayGmail (UWM LOA)
Alex needs your read on a condo file — she can't confirm 10% in reserves from the financials she pulled (Jan/Feb statements, budget, 40-yr recert all attached). That's a warrantability question that decides the loan. She's waiting on you.
TodayGmail (internal)
New purchase to log: William Rojas invited you into a dotloop for 71 Bombay Ave, Winter Springs — buyers Ricardo Medina & Russiberth Cogollo Toyo. Accept the loop and start the file.
SoonGmail (dotloop)
Kyla at The Lender sent a scenario back for Mr. Joseph — $210K on a $300K value, 70% LTV, 640 FICO, FL, self-employed rate/term. Needs your yes/no or a counter.
SoonGmail
North Bay: Klein forwarded a St. Louis commercial-to-resi conversion (Sid Chakraverty / Revival STL) plus a shared data room. Commercial deal for review — separate ship, keep it off the TBL pipe. Don't open the drive link blind; confirm it's the one Klein means first.
SoonGmail (NBC)
Every partner still in the boat. — B.
The Treasury headline says rates rose, but the 6.0 coupon actually gained, so lock pricing held up better than the 10-yr suggests. PMMS is still 6.43% (7/2). Quote off the coupon before you lock today, not the 10-year.
AMC quotesThat's a product built for exactly the borrower your Spanish-language pipeline attracts — work-permit holders who get turned away elsewhere. Worth keeping on the shelf; one placed file pays for knowing it exists.
Lender email (BluePoint Mtg)UWM's assistant is calling past clients on rate triggers and 11 Mortgage is broadcasting pricing to every broker. Your refi watchlist is the same play — work it before their LOs reach your names first.
Competitor signal (UWM LOA / 11 Mortgage)Self-hosted uptime monitoring with alerts. You run a dozen services — two CRMs, rate pages, portals, n8n, now Documenso — and nothing watches them overnight. This does, for free, with a status page.
Anthropic's public skill library for Claude Code — patterns and ready-made skills to study or borrow for the ones we build.
Official MCP server collection — connectors that give Claude Code reach into new tools. The pattern behind this dashboard's Gmail/Calendar hookups.
Self-hosted, privacy-first web analytics. See what borrowers and partners actually do on truebluelending.net and the rate pages — without putting Google's tracker on a lender's site.
The leading open-source CRM. Deep-dived 2026-07-05: six patterns worth stealing for tbl-crm (cmd+K search, inline editing, sidebar tabs, email threads on the timeline, saved views, in-editor placeholder picker). No install intended.
Email verification you can self-host — the MillionVerifier line item, and it would have flagged the July 4 promo list before it bounced.
DONE — adopted 2026-07-04. ~$480/yr banked. Realtor agreements and intake docs route here; loan disclosures stay in the LOS until investor requirements are checked in writing.
Deployed + vetted 2026-07-05, pilot run: flags invalid/syntax/dead-MX outright; catch-alls marked unverifiable (same physics as MillionVerifier — no accuracy lost by switching, and it's free). Spec 018 email-hygiene script built + Sunday-scheduled (60-day verdict cache; validates both CRMs + Mallory's list). First full pass handed to Jesse — CRM Supabase + VPS SSH reads were denied in-session. Cutover (retiring MillionVerifier: write-back + admin page) is the remaining decision, after 018 runs a few weeks.
Not a money swap — an ownership one. First-party, privacy-clean analytics for truebluelending.net and the client rate pages, self-hosted on the VPS. No Google script on pages borrowers visit.
Today's partner promo went out one-by-one through Gmail and most of it bounced. When partner campaigns become regular, Listmonk + a verified list is the graduation path.
Client intake forms; revisit when a form need comes up.