Internal demo — NWE staff view
NWE Workspace
Triage incoming partner referrals, assign an officer, and keep the pipeline moving. Changes are saved in this browser for the demo only.
Project Management (staff sign-in required)New Referrals
0
Active Leads
3
Follow-ups Due
3
Referral Pipeline
| Borrower | Referring Partner | NWE Officer | Status | Next Follow-up |
|---|---|---|---|---|
| Margaret EllisonNWE-1043 | Rick AlvarezSummit Home Lending | Dana Whitfield | Contacted | Sep 11, 2026 |
| Harold & Ruth VanceNWE-1039 | Rick AlvarezSummit Home Lending | Marcus Lee | Application | Sep 10, 2026 |
| Elaine BrooksNWE-1021 | Nina PatelCrestline Mortgage Group | Dana Whitfield | Processing | Sep 15, 2026 |
| Theodore NakamuraNWE-0998 | Nina PatelCrestline Mortgage Group | Priya Raman | Closed | — |
| Frances DelgadoNWE-0985 | Rick AlvarezSummit Home Lending | Marcus Lee | Closed | — |
Select any referral to view scenario details, partner information, and activity history. Fictional demo data only.