All Accounts — Rollup
Accounts
176
Total Contacts
4,908,890
Total Opportunities
6,650
Underwriting
287
Offers
841
Contracts
67
Closed
65
Open $
$15,534,858
Won $
$371,200
Monthly Revenue
$41,458
Combined conversion rates
Lead → Qualified
19.5%
Qualified → Offer
77.2%
Offer → Contract
13.6%
Contract → Closed
49.2%
Per-account breakdown
| Account | Contacts | Opps | UW | Offer | Contract | Closed | Open $ | Won $ | Monthly | Due |
|---|---|---|---|---|---|---|---|---|---|---|
| Korbin SMS 1 | 312,146 | 143 | 2 | 5 | 0 | 0 | $250,000 | $0 | — | — |
| Spencer Sms 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Janier SMS 1 | 339,364 | 630 | 27 | 15 | 2 | 17 | $186,242 | $0 | — | — |
| Spencer SMS 2 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Dispo Acc | 221,215 | 100 | 0 | 6 | 4 | 21 | $474,000 | $143,000 | — | — |
| Chaz SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| John and Tommy SMS | 29,325 | 10 | 0 | 1 | 0 | 0 | $0 | $0 | $1,250 | 2026-11-08 |
| Joey SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Kendall SMS 1 | 21,601 | 97 | 3 | 7 | 0 | 0 | $0 | $0 | $150 | 2026-11-05 |
| Chris SMS 1 | 20,429 | 89 | 0 | 0 | 0 | 0 | $0 | $0 | $250 | 2026-11-30 |
| Connor SMS 1 | 4,138 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $125 | 2026-12-01 |
| Daniel SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Daniel T SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| JOJO SMS 1 | 12,188 | 156 | 6 | 4 | 2 | 0 | $0 | $0 | $125 | 2026-11-06 |
| Ked Aaron SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Pranav SMS1 | 208,535 | 112 | 16 | 0 | 1 | 0 | $0 | $0 | $125 | 2026-11-11 |
| Vic SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Rasec Alexis SMS 2 | 118,345 | 283 | 0 | 0 | 0 | 1 | $2,000 | $0 | $125 | 2026-11-07 |
| Strud SMS 1 | 124,501 | 128 | 1 | 21 | 0 | 0 | $0 | $0 | $125 | 2026-11-30 |
| Tommie SMS 1 | 40,168 | 116 | 8 | 0 | 0 | 0 | $0 | $0 | $125 | 2026-11-12 |
| Tommy SMS 1 | 77,738 | 106 | 0 | 0 | 1 | 10 | $20,440 | $0 | $125 | 2026-11-12 |
| Jordan SMS 1 | 51,929 | 601 | 6 | 19 | 0 | 2 | $2,714,810 | $70,000 | $125 | 2026-11-26 |
| Michael SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Dylan Hunter SMS 1 | 40,898 | 69 | 5 | 0 | 0 | 0 | $6,952,000 | $0 | $125 | 2026-11-30 |
| David SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Jon SMS 1 | 90,355 | 2 | 0 | 0 | 1 | 0 | $0 | $0 | $1,250 | 2026-11-25 |
| Leo SMS 1 | 169,416 | 178 | 11 | 135 | 5 | 1 | $0 | $0 | $65 | 2026-11-20 |
| Dylan SMS 1 | 160,867 | 543 | 5 | 31 | 1 | 2 | $0 | $31,200 | $649 | 2026-11-26 |
| Neko SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Lucas SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Evan SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Conrad SMS 1 | 11,281 | 43 | 5 | 2 | 0 | 0 | $10,000 | $0 | — | — |
| Jensen SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Lucas G SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Tomas Ramirez SMS 1 | 60,975 | 184 | 29 | 7 | 0 | 0 | $801,500 | $0 | $125 | 2026-12-01 |
| Caden | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Trey SMS 1 | 31,027 | 7 | 0 | 0 | 0 | 0 | $0 | $0 | $125 | 2026-11-29 |
| Elian SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Andrew SMS 1 | 7,757 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-05 |
| Korbin SMS 2 | 399,797 | 110 | 5 | 3 | 0 | 0 | $0 | $0 | — | — |
| Nicholas SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Cameron SMS 1 | 115,837 | 51 | 5 | 7 | 0 | 0 | $0 | $0 | $649 | 2026-11-08 |
| Fatah SMS 1 | 106,472 | 8 | 0 | 0 | 0 | 0 | $0 | $0 | $125 | 2026-11-05 |
| Jake SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $400 | pending |
| Alex M SMS 2 | 73,471 | 26 | 4 | 1 | 0 | 0 | $0 | $0 | — | — |
| Steven SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Jackson SMS 1 | 98,420 | 20 | 0 | 6 | 1 | 0 | $0 | $0 | $125 | 2026-11-17 |
| Cayden SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $450 | pending |
| Connor B SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| CJ SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Korbin SMS 3 | 291,550 | 238 | 16 | 9 | 0 | 0 | $0 | $0 | — | — |
| Spencer SMS 3 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Dispo Acc 2 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Jensen SMS 2 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Jensen SMS 3 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Gabe SMS 1 | 12,433 | 54 | 0 | 6 | 2 | 0 | $24,000 | $0 | — | — |
| Leo SMS 2 | 255,523 | 731 | 24 | 448 | 23 | 3 | $124,500 | $0 | $125 | 2026-11-20 |
| Ronnie SMS 1 | 71,498 | 173 | 5 | 9 | 3 | 0 | $0 | $0 | $649 | 2026-11-07 |
| Jacob SMS 1 | 6,434 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-02 |
| Pranav Dispo | 23,936 | 6 | 0 | 1 | 5 | 0 | $0 | $0 | $15 | 2026-11-27 |
| KG Dispo | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Zackery SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Trevon SMS 1 | 29,922 | 82 | 5 | 6 | 0 | 0 | $0 | $0 | $649 | 2026-11-12 |
| Michael Stephen's Account | 16,190 | 11 | 0 | 1 | 0 | 2 | $0 | $0 | $649 | 2026-11-09 |
| Alanah SMS 1 | 16,488 | 67 | 15 | 3 | 0 | 0 | $137,000 | $0 | $150 | 2026-11-20 |
| Jesse SMS 1 | 17,570 | 5 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-15 |
| Oscar SMS 1 | 86,701 | 18 | 1 | 1 | 0 | 0 | $30,000 | $0 | $150 | 2026-11-22 |
| Oscar Loehnis SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Grant Pilgrim's Account | 71,172 | 160 | 19 | 4 | 2 | 1 | $5,000 | $0 | $649 | 2026-11-15 |
| Dudley SMS 1 | 46,713 | 43 | 0 | 0 | 0 | 0 | $0 | $0 | $125 | 2026-11-18 |
| Moosa SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-21 |
| Carter SMS 1 | 24,029 | 33 | 2 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-21 |
| Dylan Palmer SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Joe SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| RE Acquisitions | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Jack SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Jonathan SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Jack Salazar SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Abelardo SMS 1 | 37,090 | 10 | 3 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-24 |
| Isaiah SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Alexander SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Jackson Mackinnon SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Myles SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Thompson SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Gavin SMS 1 | 1,274 | 2 | 0 | 0 | 0 | 0 | $15,000 | $0 | — | pending |
| Josh SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Justin SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Darien SMS 1 | 18,336 | 7 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-10 |
| Connor SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Jackson Christopher SMS 1 | 7,705 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $1,250 | 2026-11-03 |
| Chase SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Chase SMS 2 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Chase SMS 3 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Chase Pendley SMS 1 | 119,063 | 20 | 0 | 2 | 1 | 1 | $0 | $0 | $300 | 2026-11-03 |
| Adrien Valdovinos SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Alex M SMS 1 (OLD — moving off) | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Chase Dispo | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Truett Mullins SMS 1 | 47,121 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-05 |
| Anderson Homan SMS 1 | 18,457 | 49 | 4 | 9 | 0 | 0 | $1,735,000 | $0 | $649 | 2026-11-05 |
| Maxon Lavallee SMS 1 | 36,625 | 80 | 13 | 14 | 3 | 0 | $0 | $0 | $649 | 2026-11-05 |
| Flo Lauzon SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Ben Johnston SMS 1 | 65,680 | 42 | 4 | 7 | 0 | 0 | $0 | $0 | $649 | 2026-11-06 |
| Christian Williams | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Mason Atkins | 1,470 | 1 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-06 |
| H+L SMS 1 | 14,516 | 8 | 1 | 1 | 0 | 0 | $119,120 | $0 | $150 | 2026-11-27 |
| Christopher Chandler-Phillips SMS 1 | 72,866 | 26 | 0 | 0 | 0 | 0 | $0 | $0 | $300 | 2026-11-10 |
| Korbin SMS 4 | 97,794 | 61 | 2 | 1 | 0 | 0 | $0 | $0 | — | — |
| Korbin SMS 5 | 120 | 118 | 6 | 1 | 0 | 0 | $0 | $0 | — | — |
| New Dispo | 4,048 | 38 | 0 | 0 | 5 | 3 | $164,250 | $127,000 | — | — |
| Spencer SMS 4 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Spencer SMS 5 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Spencer SMS 6 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Austin Flesher | 23,750 | 89 | 6 | 2 | 0 | 1 | $0 | $0 | $649 | 2026-11-10 |
| Davis SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Kyler Kegley SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Cale Lansville SMS 1 | 11,941 | 63 | 0 | 4 | 3 | 0 | $0 | $0 | $649 | 2026-11-17 |
| Daniel SMS 1 | 73,417 | 326 | 8 | 10 | 1 | 0 | $0 | $0 | $649 | 2026-11-20 |
| Kayden SMS 1 | 22,945 | 7 | 0 | 2 | 0 | 0 | $0 | $0 | $649 | 2026-11-21 |
| Alberto SMS 1 | 47,225 | 47 | 3 | 0 | 0 | 0 | $30,000 | $0 | $1,250 | 2026-11-21 |
| Chris Chimborazo SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Kyle Garnsey SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Dereck Rodriguez SMS 1 | 5,688 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $450 | 2026-11-02 |
| Tyler SMS 1 | 29,274 | 31 | 3 | 1 | 0 | 0 | $0 | $0 | $649 | 2026-11-26 |
| Kayden Henson SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Daniel Lopez SMS 1 | 31,198 | 23 | 2 | 6 | 0 | 0 | $0 | $0 | $649 | 2026-11-11 |
| Romero Burgos SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Jonah Schroeder SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Dylan Gatchalian SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Tyler Wolff SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Matteo Fourie SMS 1 | 8,813 | 10 | 1 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-02 |
| Julian Mackenzie SMS 1 | 28,756 | 8 | 0 | 1 | 0 | 0 | $135,000 | $0 | $649 | 2026-11-29 |
| Zion Corrales Nelson SMS 1 | 6,397 | 9 | 0 | 2 | 0 | 0 | $300,000 | $0 | $500 | 2026-11-02 |
| Daniel Trevino SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Thomas Klinsky SMS 1 | 21,106 | 13 | 1 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-10 |
| Arthur Bergami Teixeira Oliveira SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Andres Lopez SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Jason Alexander Montalvan Toro SMS 1 | 13,579 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $150 | 2026-11-05 |
| Brice Martin SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Javier Chicas SMS 1 | 7,334 | 36 | 0 | 0 | 0 | 0 | $0 | $0 | $500 | 2026-11-23 |
| Patricio Lastra SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Leo SMS 3 | 17,419 | 9 | 0 | 3 | 0 | 0 | $0 | $0 | $70 | 2026-11-15 |
| Ivana Tamoy SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $700 | 2026-11-15 |
| Graham Lang SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-16 |
| Ammar Fejzulai SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $300 | 2026-11-23 |
| Sean Collins SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $400 | 2026-11-28 |
| Hasan Ozdemir SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-22 |
| Spencer Wheatley SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Edgar Armando Barrios SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $650 | pending |
| Javier SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Terrez Chapman SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Ayaan Khan SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Albert Flores SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Bradley Koenig SMS 1 | 525 | 2 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-28 |
| Jonathan Johnson SMS 1 | 14,255 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-28 |
| Chase Alvarado SMS 1 | 895 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-12-01 |
| Parker Ryan Henderson SMS 1 | 7,133 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-09 |
| Sahil Kasturi SMS 1 | 25,016 | 4 | 0 | 3 | 0 | 0 | $0 | $0 | $649 | 2026-11-06 |
| Ayzel Castro SMS 1 | 1,724 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $300 | 2026-11-06 |
| Luke Macias SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Omarion Deshawn Clark SMS 1 | 23,566 | 8 | 0 | 2 | 0 | 0 | $309,000 | $0 | $649 | 2026-11-10 |
| Kaiden Richardson SMS 1 | 1,044 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-15 |
| Emanuel Medina SMS 1 | 396 | 8 | 2 | 1 | 0 | 0 | $0 | $0 | — | pending |
| Amani Mfinanga SMS 1 | 4,140 | 24 | 1 | 4 | 0 | 0 | $0 | $0 | $649 | 2026-11-16 |
| Mason Walter SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-21 |
| Fard Garrett SMS 1 | 4 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $300 | 2026-11-16 |
| Breon Brown SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Troy Vigilis SMS 1 | 4,479 | 21 | 2 | 6 | 1 | 0 | $0 | $0 | $649 | 2026-11-17 |
| Luis Gonzalez Soto SMS 1 | 5,556 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Alexander David Itriago SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Adan Escamilla SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $250 | 2026-11-26 |
| Lucas Whittington SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| William Jackson SMS 1 | 3,120 | 3 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-22 |
| Estevan Singleton SMS 1 | 7,675 | 14 | 0 | 1 | 0 | 0 | $995,996 | $0 | $649 | 2026-11-26 |
| Julian Rivera SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-11-28 |
| Hassan Ali SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $250 | 2026-11-27 |
| Muneeb Ur Rehman SMS 1 | 1 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |