Queues
Shared inboxes answering βwho works this nextβ β separate from pipeline stage (where the loan is). Leads enter automatically (new inbound β New Leads; stage moves feed Processing) and leave when claimed, assigned, snoozed out, archived, or resolved. Claim as Michael or hand to a teammate β ownership history is always recorded.
New Leads0 waiting
Fresh demand β first touch happens here
Staffed byMichael β
Katie
Empty
Processing0 waiting
Files being worked toward underwriting
Staffed byStacy β
Katie
Empty
Follow-Up0 waiting
Post-application & approval touches
Staffed byMichaelKatie
Empty
Unassigned0 waiting
Triage β needs routing to a lane
Staffed byKatie β
Empty