Good morning, KT Everyday

Friday, October 9, 2026
Updated 7:45 AM
Waiting on a reply0all answered
Stalled cases178 in Documents incomplete
Files to review0none flagged
On today's calendar0clear day
Do these first
  1. Push Enzo Enzo forward, stuck at “Awaiting Docs” for 58 days.
  2. Nudge Jazman Deshay Washington on missing documents, checklist incomplete for 37 days.
  3. Follow up with Jamaica T Brothers, stuck at “New Lead” for 39 days.

New leads 2

Orlando Diaz
Other
Monica Moore
Website form

Where cases are stalled 17

Documents incomplete8
New Lead7
Awaiting Docs1
Ready for Prep1
All clear today
No files to reviewNothing on today's calendarNo missed callsNobody waiting on a replyNo EPS disclosuresNo identity theft flags
Missed calls 0 · New leads 2
KT Everyday · powered by AI360 CPA