DDiener Lending

Queues

Shared inboxes answering β€œwho works this next” 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