Active Mortgage Pipeline
$0
↑ $820,000 added this month · 28 days avg. to close
0
Active Deals
0
Applications
0
Near Close
Click to view pipeline →
0
Active Pipeline Leads
In stages
0
Applications Started
Pre-qual
0
Closed Deals 🏆
This month
Lead Activity — March 2026
Leads created vs contacted
CreatedContacted
Mortgage Pipeline Overview
36 ActiveTomorrow's Appts.
Mar 16
BM
Beth Morris
10:00 AM · Nolan Demo
JB
Joel Berinson
11:30 AM · Paul Demo
BL
Byron Lapola
2:00 PM · Nolan Demo
PD
Phil Davis
3:00 PM · Paul Demo
GS
Gene Shin
4:30 PM · Loan Launch
AllUnreadSMSAI
JH
James Harmon
Setter Ronnie working the lead…
RonnieSP
Stacy Parker
AI: Follow-up sent on rate info
Hot LeadRW
Robert Williams
What docs do I need to start?
LC
Linda Chen
Sending pay stubs now
MJ
Mark Johnson
See you Monday 👍
JH
James Harmon
Active now
Setter: Ronnie · Rover: Julia
Today, March 15 · Lead Source: Facebook Ad
JH
James Harmon · (561) 555-0103 · New Lead
Hi! I saw your ad about FHA loans. I'm looking to buy my first home here in Palm Beach, somewhere in the $280k-$320k range. Can you help me get started?
9:08 AM
AI
AI Auto-Reply · sent in 28 seconds
Hi James! You're in exactly the right place 🏠 We help first-time buyers get FHA approved fast — often in under 48 hours. Quick question to find your best rate: what's your rough credit score range?
9:08 AM
JH
I think around 680? I've been working on it this past year. Not sure if that's good enough
9:12 AM
AI
AI Auto-Reply
680 is great — FHA only requires 580+ for the 3.5% down program, so you're well above the threshold 👍 Are you currently renting, or do you own? And is this just for you or you and a partner?
9:12 AM
JH
Just renting right now, me and my wife. We've been saving for about 2 years. We have maybe $15k for a down payment
9:14 AM
RN
Ronnie joined the conversation
RN
Ronnie (Setter) Setter
Hey James! I'm Ronnie from the Media Simplified mortgage team 👋 With $15k saved and a 680 score, you're actually in a really strong spot for FHA. On a $300k home your down payment would only be $10,500 — so you'd have money left over for closing costs too. How soon are you looking to move?
9:15 AM
JH
Wow really?? We were hoping to be in something by summer — so like 3-4 months? Is that realistic?
9:16 AM
RN
Ronnie (Setter)
100% realistic! Our clients typically close in 28-35 days once they find a home. So if you start the pre-approval now, you could be under contract by April and close before summer easily 🏡 The first step is just a 15-min call with our LO to confirm your numbers. Zero cost, zero obligation.
9:17 AM
JH
That sounds perfect honestly. My wife and I have been putting this off because we thought it was complicated. What does the call involve?
9:18 AM
RN
Ronnie (Setter)
It's super casual — just 15 minutes on the phone with Paul, our FHA specialist. He'll review your income, confirm your credit range, and tell you exactly what you qualify for and what your payment would look like. No paperwork yet, just a conversation. I have a slot open tomorrow, March 16th at 2:00 PM — does that work for you and your wife?
9:19 AM
JH
Yes! Tomorrow at 2pm works great. She gets home from work at 1:30 so that timing is perfect 👍
9:20 AM
RN
Ronnie (Setter)
Perfect! Booking you both right now for Monday, March 16 at 2:00 PM with Paul Friel on our mortgage team ✅ You'll get a confirmation text with his direct number in the next few minutes, plus a reminder the morning of. Anything else I can answer before then?
9:20 AM
JH
That's awesome, thank you so much Ronnie!! We're really excited. This feels way more doable than we thought 🙏
9:21 AM
✅ AUTO-CONFIRMATION SENT · 9:20 AM
James, your call with Paul Friel is confirmed for Monday Mar 16 at 2:00 PM. Reply STOP to cancel. — Media Simplified
SMS
Email
Note
Call
AI
JH
James Harmon
(561) 555-0103
Call
SMS
Email
Book
Assigned Team
RN
Ronnie
Setter
JL
Julia
Rover / CS Lead
Contact Info
Phone
(561) 555-0103
Source
Facebook Ad
Pipeline Stage
📋 Application
Mortgage Pipeline
Tags
FHA LeadFirst-TimerHot 🔥
Loan Details
Type
FHA Purchase
Price Range
$280k–$320k
Credit Score
~680
Appointments
10 confirmed · Mar 16–19, 2026
Week View
New Appointment
All Calendars
Nolan Live Demo
Paul Live Demo
Loan Launch
| # | Contact | Status | Date & Time | Calendar | Owner |
|---|---|---|---|---|---|
| 1 | BM Beth Morris | Confirmed | Mar 16 · 10:00 AM | Nolan Live Demo | Nolan Helmer |
| 2 | JB Joel Berinson | Confirmed | Mar 16 · 11:30 AM | Paul Live Demo | Paul Friel |
| 3 | BL Byron Lapola | Confirmed | Mar 16 · 2:00 PM | Nolan Live Demo | Nolan Helmer |
| 4 | PD Phil Davis | Confirmed | Mar 16 · 3:00 PM | Paul Live Demo | Paul Friel |
| 5 | DA Don Adamson | Confirmed | Mar 16 · 3:00 PM | Nolan Live Demo | Nolan Helmer |
| 6 | GS Gene Shin | Confirmed | Mar 16 · 4:30 PM | Loan Launch | Media Simplified |
| 7 | MF Mary Ferguson | Confirmed | Mar 17 · 10:40 AM | Loan Launch | Media Simplified |
| 8 | MF Mary Ferguson | Confirmed | Mar 17 · 2:00 PM | Loan Launch | Media Simplified |
| 9 | TC Thomas C. | Confirmed | Mar 17 · 3:00 PM | Demo Follow Up | Nolan Helmer |
Mortgage Pipeline
36 Deals
$4.2M total
Filter
Add Deal
New Prospect8
$2.1M
JH
James Harmon$285,000
RW
Robert Williams$310,000
MT
Michael Torres$195,000
BL
Byron Lapola$240,000
Engaged6
$1.4M
SP
Stacy Parker$265,000
SK
Sarah Kim$375,000
PD
Phil Davis$320,000
Scheduled ✅7
$1.8M
LC
Linda Chen$420,000
MJ
Mark Johnson$385,000
GS
Gene Shin$298,000
Appt No-Show3
$730K
TC
Thomas C.$280,000
DO
Don Adamson$315,000
App In Process4
$880K
AD
Angela Davis$340,000
DP
Dave Patel$295,000
Completed 🏆1
$195K
JW
John Walker$195,000
Contacts — Smart Lists
Hot Setters · Active Leads
Import
Add Contact
All 10
Hot (Setters) 4
New Prospects 3
MRC 2
Review 1
App Complete…
| Name | Phone | Tags | Pipeline Stage | Setter | Last Activity | |
|---|---|---|---|---|---|---|
JH James Harmon | (561) 555-0103 | FHA Hot 🔥 | Application | Ronnie | 2 min ago | |
SP Stacy Parker | (561) 555-0110 | Hot | Pre-Approval | Ronnie | 14 min ago | |
RW Robert Williams | (561) 555-0101 | New | Application | Lauren | 1 hr ago | |
LC Linda Chen | (561) 555-0102 | Refi | Docs Submitted | Belle | 2 hr ago | |
MJ Mark Johnson | (561) 555-0104 | Hot | Pre-Approval | Anthony | 3 hr ago | |
AD Angela Davis | (561) 555-0105 | VA | Contract | Tyler | Yesterday | |
MT Michael Torres | (561) 555-0106 | New | Application | Andrew | Yesterday | |
SK Sarah Kim | (561) 555-0107 | Hot | Docs Submitted | Ronnie | 2 days ago | |
TB Thomas Brown | (561) 555-0108 | Cold | Application | Lauren | 3 days ago | |
EW Emily Watson | (561) 555-0109 | USDA | Pre-Approval | Belle | 3 days ago |
Showing 1–10 of 10
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Sites & Funnels
3 active · 4,926 total visitors this month
Preview Live Funnel
FHA
LEAD FUNNEL
FHA Loan Lead Capture
mediasimplified.io/fha-leads
Views
2,847
Leads
341
Conv.
11.9%
REFI
REFINANCE
Refinance Rate Check
mediasimplified.io/refi-check
Views
1,203
Leads
189
Conv.
15.7%
VA
VETERANS
VA Loan Veterans
mediasimplified.io/va-loans
Views
876
Leads
94
Conv.
10.7%
FHA Funnel — Step-by-Step Performance
3 steps · 2,847 total visitors
1
Landing Page — FHA Lead Capture
mediasimplified.io/fha-leads
2,847
Visitors
341
Opt-ins
11.9%
Conv.
2
Application Form — Pre-Qual
mediasimplified.io/fha-apply
341
Visitors
218
Completed
63.9%
Conv.
3
Thank You + Calendar Booking
mediasimplified.io/fha-book
218
Visitors
156
Booked
71.6%
Conv.
Media Library
Branding & Marketing Assets · 24 files · 187 MB
Upload
🎨 Brand Assets
MEDIA
SIMPLIFIED
MS-Logo-White.png
42 KB · PNG
GS
GrowSimpleGS-Logo-Blue.png
38 KB · PNG
🏠 FHA LOAN
Pre-Qualify in 60 Seconds
CHECK NOW →
FB-Ad-FHA-v3.png
245 KB · PNG
📱
IG STORY
Rates Drop Alert
IG-Story-Rates.png
187 KB · PNG
⭐
"CLOSED!"
Client Win Post
IG-Post-Closed.png
312 KB · PNG
📄 Documents
PDF
FHA-Checklist-2026.pdf
128 KB · PDF
PDF
Rate-Sheet-Q1-2026.pdf
89 KB · PDF
EXCEL
Lead-Import-Template.xlsx
34 KB · XLSX
DOC
Onboarding-Guide.docx
56 KB · DOCX
VIDEO
Demo-Reel-2026.mp4
48 MB · MP4
Reputation & Reviews
Google Business · Updated today
Send Review Request
AI Summary
4.9
★★★★★
47 Google Reviews
5
42
4
4
3
1
2
0
1
0
Google
4.9 · 47
JM
Jessica Martinez
March 12, 2026 · Google
★★★★★
Nick and the team at Media Simplified are incredible. Got us generating FHA leads within the first week. Our pipeline has never been this full. Highly recommend to any LO looking to scale!
DR
David Rodriguez
March 8, 2026 · Google
★★★★★
The GrowSimple CRM + lead system is a game-changer. I closed 3 loans in my first month and have a full pipeline for April. The AI automation alone is worth the investment.
ST
Susan Thompson
Feb 28, 2026 · Google
★★★★★
5 stars is not enough. Best investment in my mortgage business. The setters are professional, leads are exclusive, and the CRM keeps everything organized perfectly. HIGHLY recommend.
Monthly Report — March 2026
Performance summary · All time best month
Export Report
3
Loans Closed 🏆
+200% vs last month
$375K
Volume Funded
Best month ever
47
Leads Generated
Consistent flow
18
Appointments Set
+6 vs last month
🎉 Closed Deals This Month
2 ClosedJW
John Walker
Conventional Purchase · Closed Mar 1
$195,000
Funded ✅KR
Karen Rhodes
USDA Purchase · Closed Mar 8
$180,000
Funded ✅$375K
Total Funded
$285K
Avg. Loan Size
6.2x
ROI on Package