Department load
Pipeline
214
live opportunities
38 booked officer calls · 11 listing huddles · 6 recruit screens
Roster — departments as clubs
LAD
Dodgers
Marketing + retarget
Marketing + retarget
SF
Giants
Realtor listing engine
Realtor listing engine
CHC
Cubs
Consumer conversion
Consumer conversion
NYY
Yankees
LO production
LO production
BOS
Red Sox
LO recruiting
LO recruiting
SD
Padres
Processing / funding
Processing / funding
SEA
Mariners
SEO (hidden in logo)
SEO (hidden in logo)
ATL
Braves
AI agent ops
AI agent ops
Giants — Realtors
Call the active listing address. Match three financing solutions to that property. Ask for a listing-specific pre-approval or a 10-minute huddle. That is the referral motion.
Cubs — Consumers
Call everyone who clicked a Vision One loan offer. Name the product they clicked. Move them from looking to buying or refinancing with a booked licensed officer.
Red Sox — Hire LOs
Present Vision One Mortgage vision, expertise, and the full product library. Show the mini-engine: listing cards, bilingual click-to-lead, De Monterr file support. Closers only.
Marketing + retarget tracker
| Piece | Club | Status | Next play |
|---|---|---|---|
| FHA offer landing | Dodgers | Live | Retarget 14-day no-app |
| Healthcare Professional Home Loan | Dodgers | Live | Custom audience licensed staff ZIPs |
| Listing product cards | Giants | Building | Address match → Meta audience |
| Clicked-offer dialer | Cubs / Braves | Queued | Gemini Live EN/ES |
| LO career + mini-engine page | Red Sox | Live | Retarget NMLS visitors |
| SEO pages (hidden crest) | Mariners | Silent | Tap V1 logo |
Full mortgage functionality this CRM must run
| Lead capture | Ads, listing cards, realtor huddles, career page |
| Consent + DNC | Voice/SMS flags, hours PT, campaign caps |
| Bilingual voice | Gemini Live EN/ES · scripts per engine |
| Product library | FHA, Conv, DPA, Healthcare, Non-QM, DSCR, HELOC, Jumbo |
| Address match | Active listing → 3 speakable products |
| Pipeline | Looking · Booked · App · Processing · CTC · Funded |
| LOS hook | Push booked files; do not replace underwriting |
| Partner portal | Realtor send-card + pre-approval letter request |
| Retarget | Warm audiences from CRM events only |
| Activity ledger | Every AI + human touch, every department |
AI agent headcount and work
| Agent | Club | Job | Today |
|---|---|---|---|
| Skipper | Braves | Route tasks, caps, hours | 214 queued |
| Vin | Giants | Realtor listing match calls | 41 attempts |
| Ernie | Cubs | Clicked-offer consumer calls | 88 attempts |
| Pedro | Red Sox | LO recruit screens | 12 attempts |
| Fernando | Dodgers | Audience + retarget sync | 6 lists |
| Ichiro | Mariners | SEO watch (logo only) | silent |