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Stage 1 · Contract & Setup
 ·  LO:  ·  LP:  ·  Agent:  ·  Loan #—
Lock: 4 days ✓ AI pre-filled
Closing date
Lock days left
Next deadline
Days to closing
6.875% locked
Through May 13, 2026 · 30-yr fixed · Conventional
4 days to extend rate
Rate details →
Deal progress
7 of 16 complete · 44%
Waiting on
Checklist
Notes
Docs
Activity3
Deal info
Contacts
Contacts
Lending teamCallTextEmailEdit
SK
Loan Officer · Prime Mortgage · NMLS
s.kim@primemortgage.com · (305) 555-0100
Default LOS: · Calendar:
Email + Text
JT
Loan Processor · Prime Mortgage · NMLS
j.torres@primemortgage.com · (305) 555-0101
Default LOS: · Calendar:
Text + Email
Buyers
CM
Carlos Martinez
Primary Borrower
c.martinez@gmail.com · (305) 555-0144
Text + Email
AM
Ana Martinez
Co-Borrower
a.martinez@gmail.com · (305) 555-0145
Email
Sellers
S
Seller
CS
Co-Seller
Agents
DS
Buyer Agent · Premier Realty Group
diana@premierrealty.com · (786) 555-0231
Text + Email
TW
Thomas Webb
Seller Agent · Coastal Properties LLC
twebb@coastal.com · (305) 555-0177
Email
Transaction Coordinators
RT
Rebecca Tan
TC · Buyer side
rebecca@premierrealty.com · (786) 555-0232
Email
TS
TC · Seller side
Title & Escrow
AR
Angela Rivera
Title Officer · Sunshine Title Group
a.rivera@sunshinetitle.com · (305) 555-0192
Email + Call
EO
Escrow Officer
HOA
SV
Sandra Vega
HOA Manager · Coral Way HOA
svega@coralwayhoa.com
Email
Service Providers
RH
Ricardo Herrera
Insurance Agent · Sunshine State Insurance
ricardo@sunshinestate-ins.com · (305) 555-0220
Email
MR
Mike Reyes
Home Inspector · Reyes Property Inspections
mike@reyesinspect.com · (305) 555-0245
Email + Call
A
Appraiser
Underwriter
FN
First National Bank
Linda Park · Underwriter
l.park@fnb.com · (305) 555-0600
Loan #:
Email
Account Executive
MB
Marcus Bell
Account Executive · First National Bank
m.bell@fnb.com · (305) 555-0610
Email + Text
Mortgagee & lender info
For the insurance binder & title
Lender
Loan #
Mortgage clause
Loss payee
Lender address
Lender phone
Insurance notes
Deal info
Deal data verification
Review the extracted fields below against the contract, then verify to hand off to the Communication Hub. Verifying shares this deal record and unlocks sending in the Hub.
Property
Property address
4821 Coral Way
Miami, FL 33146
Zillow
Unit / Apt #
Condo / apartment unit
County
Miami-Dade
County of record
Property type
Single Family
Primary Residence
Occupancy
Primary Residence
Year built
1962
Renovated 2019
Purchase price
$485,000
Appraised value
$491,000
+$6,000 over purchase
Tax ID / Folio
01-4121-003-0010
Flood zone
Zone X
Sale type
Standard sale
Survey status
Required — not yet ordered
MLS number
A11234567
MIAMI Association of REALTORS
MLS listing
Loan details
Loan amount
$388,000
Loan type
Conventional
Loan term
30-yr fixed
Interest rate
6.875%
Locked
APR
7.042%
AUS findings
DU · Approve/Eligible
Run Apr 2 · from LO intake
Rate lock expires
May 13, 2026
4 days remaining
Monthly PITI
P&I + taxes + insurance
HOA dues
Monthly · from contract
Financial summary
Purchase price
$485,000
Loan amount
$388,000
Down payment
$97,000
LTV
80%
Down pmt
Seller concessions
$4,850
Funding sources
Borrower assets$0
Gift funds$0
Seller concession$0
Available (assets + gift)$0
Surplus$0
Est. closing costs
$9,700
Earnest money
$9,700
Cash to close
$92,150
Due at closing
Asset detail
✓ Verified Apr 5
Checking
Savings
Retirement
Gift Funds
Buyer out-of-pocket fees
Outside the loan
Loan processing fee
$0
Home inspection
$0
Appraisal
$0
Home insurance (1st-year premium)
$0
HOA documents / estoppel
$0
Other fees
$0
Agent brokerage fee Paid by buyer
$0
Agent fee Paid by buyer
$0
Key dates
Application date
Mar 28, 2026
Contract date
Apr 1, 2026
Inspection deadline
Apr 11 ✓
Completed Apr 5
Appraisal deadline
Apr 18 ✓
Completed Apr 6
Closing date
May 2, 2026
24 days away
Rate lock through
May 13, 2026
Loan numbers & references
LoanBuddies deal ID
LB-MTZ-48821
Loan number
Filter:
3 new since you last opened this deal (Apr 5, 2:15pm)
Add a note · internal to LP + LO only
Transaction documents only. Buyer financial documents (bank statements, pay stubs, tax returns) stay in the LO's LOS — request those there, not here.
LOS link
Document hub
Add
Scheduled messages
Message
Text messages send to one person — extra recipients were removed. Use Email or Both to reach everyone.
Group texting needs an MMS-capable number and is carrier-limited (typically US/Canada, up to ~10 people). Until Twilio is connected this is recorded as intent — "Open email/text" still opens one thread per recipient.
Intent only — saved to Scheduled; won't auto-send until a backend is connected
InsertNamePropertyDocumentMeLinkMy emailMy phone
Request document
A secure upload link gets added when the party upload page ships (next pass). For now this drafts the request and marks the document as requested.
Deal File v248 · Aug 28, 2026 · 6:05am
SK
Sarah Kim
Loan Officer · Prime Mortgage
LOS
Emails.kim@primemortgage.com
Phone(305) 555-0100
Address2400 SW 27th Ave, Suite 300
Miami, FL 33145
PrefersEmail + Text · after 6pm OK
Deals12 active · 3 in UW
Call Text Email
JT
James Torres
Loan Processor · Prime Mortgage
Emailj.torres@primemortgage.com
Phone(305) 555-0101
Address2400 SW 27th Ave, Suite 300
Miami, FL 33145
PrefersText + Email · after 6pm OK
Deals18 active · 6 in UW · 2 at CTC
Call Text Email
DS
Diana Sousa
Buyer Agent · Premier Realty Group
Emaildiana@premierrealty.com
Phone(786) 555-0231
Address3850 Bird Rd, Suite 201
Coral Gables, FL 33146
PrefersText + Email · after 6pm OK
Deals3 active with Prime
Call Text Email
DS
Diana Sousa
Buyer Agent · Premier Realty Group
Emaildiana@premierrealty.com
Phone(786) 555-0231
Address3850 Bird Rd, Suite 201
Coral Gables, FL 33146
PrefersText + Email · after 6pm OK
Deals3 active with Prime
Call Text Email
DS
Diana Sousa
Buyer Agent · Premier Realty Group
Emaildiana@premierrealty.com
Phone(786) 555-0231
Address3850 Bird Rd, Suite 201
Coral Gables, FL 33146
PrefersText + Email · after 6pm OK
Deals3 active with Prime
Call Text Email
DS
Diana Sousa
Buyer Agent · Premier Realty Group
Emaildiana@premierrealty.com
Phone(786) 555-0231
Address3850 Bird Rd, Suite 201
Coral Gables, FL 33146
PrefersText + Email · after 6pm OK
Deals3 active with Prime
Call Text Email
CM
Carlos Martinez
Primary Borrower
Emailc.martinez@gmail.com
Phone(305) 555-0144
Address1247 Brickell Bay Dr, Apt 4108
Miami, FL 33131
DOB
PrefersText + Email
Call Text Email
AM
Ana Martinez
Co-Borrower
Emaila.martinez@gmail.com
Phone(305) 555-0145
Address1247 Brickell Bay Dr, Apt 4108
Miami, FL 33131
Same as Carlos
DOB
PrefersEmail
Call Email
RH
Ricardo Herrera
Insurance Agent · Sunshine State Insurance
Emailricardo@sunshinestate-ins.com
Phone(305) 555-0220
Address8500 NW 25th St, Suite 215
Doral, FL 33172
LicenseFL #P084724 · Property & Casualty
Call Email
RH
Ricardo Herrera
Insurance Agent · Sunshine State Insurance
Emailricardo@sunshinestate-ins.com
Phone(305) 555-0220
Address8500 NW 25th St, Suite 215
Doral, FL 33172
LicenseFL #P084724 · Property & Casualty
Call Email
MR
Mike Reyes
Home Inspector · Reyes Property Inspections
Emailmike@reyesinspect.com
Phone(305) 555-0245
Address11420 SW 56th St
Miami, FL 33165
LicenseFL #HI8294 · State Certified
Last jobApr 5 · This deal
Call Email
$
Lender & mortgagee info
Loan #
Mortgagee
Lender address
Lender phone
Copy all Copy loan # Copy clause
MR
Mike Reyes
Home Inspector · Reyes Property Inspections
Emailmike@reyesinspect.com
Phone(305) 555-0245
Address11420 SW 56th St
Miami, FL 33165
LicenseFL #HI8294 · State Certified
Last jobApr 5 · This deal
Call Email
AR
Angela Rivera
Title Officer · Sunshine Title Group
Emaila.rivera@sunshinetitle.com
Phone(305) 555-0192
Address9500 S Dadeland Blvd, Suite 410
Miami, FL 33156
LicenseFL #TI-44219 · Title Insurance
Call Email
AR
Angela Rivera
Title Officer · Sunshine Title Group
Emaila.rivera@sunshinetitle.com
Phone(305) 555-0192
Address9500 S Dadeland Blvd, Suite 410
Miami, FL 33156
LicenseFL #TI-44219 · Title Insurance
Call Email
AR
Angela Rivera
Title Officer · Sunshine Title Group
Emaila.rivera@sunshinetitle.com
Phone(305) 555-0192
Address9500 S Dadeland Blvd, Suite 410
Miami, FL 33156
LicenseFL #TI-44219 · Title Insurance
Call Email
SV
Sandra Vega
HOA Manager · Coral Way HOA
Emailsvega@coralwayhoa.com
Phone(305) 555-0311
Address4750 Coral Way, Office Suite B
Miami, FL 33145
Estoppel$200 fee · 7-10 business days
Email
FN
First National Bank
Lender · Linda Park, Underwriter
Loan #
UW Emaill.park@fnb.com
UW Phone(305) 555-0600
Lender HQ100 N Tryon St, Tower 3
Charlotte, NC 28202
Call UW Email UW
RT
Rebecca Tan
Transaction Coordinator · Sousa Real Estate Team
Emailrebecca@premierrealty.com
Phone(786) 555-0232
AddressNot on file
Works for
Call Email

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