All Accounts — Rollup
Accounts
137
Total Contacts
5,254,311
Total Opportunities
9,695
Underwriting
257
Offers
827
Contracts
98
Closed
60
Open $
$5,654,042
Won $
$269,000
Monthly Revenue
$43,069
Combined conversion rates
Lead → Qualified
15.0%
Qualified → Offer
79.3%
Offer → Contract
16.0%
Contract → Closed
38.0%
Per-account breakdown
| Account | Contacts | Opps | UW | Offer | Contract | Closed | Open $ | Won $ | Monthly | Due |
|---|---|---|---|---|---|---|---|---|---|---|
| Korbin SMS 1 | 265,171 | 147 | 10 | 3 | 0 | 6 | $81,000 | $89,000 | — | — |
| Spencer Sms 1 | 401,062 | 226 | 18 | 4 | 6 | 1 | $57,000 | $0 | — | — |
| Janier SMS 1 | 337,185 | 610 | 27 | 15 | 2 | 17 | $186,242 | $0 | — | — |
| Spencer SMS 2 | 297,538 | 167 | 7 | 2 | 6 | 5 | $138,000 | $0 | — | — |
| Dispo Acc | 192,652 | 1,412 | 0 | 22 | 19 | 3 | $957,850 | $127,000 | — | — |
| Chaz SMS 1 | 68,500 | 840 | 1 | 0 | 0 | 1 | $0 | $0 | $125 | 2026-10-01 |
| John and Tommy SMS | 29,324 | 10 | 0 | 1 | 0 | 0 | $0 | $0 | $1,250 | 2026-09-08 |
| Joey SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Kendall SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Chris SMS 1 | 20,429 | 56 | 0 | 0 | 0 | 0 | $0 | $0 | $250 | 2026-09-30 |
| Connor SMS 1 | 4,133 | 8 | 0 | 0 | 0 | 0 | $0 | $0 | $125 | 2026-10-01 |
| 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 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Ked Aaron SMS 1 | 45,426 | 53 | 1 | 4 | 1 | 0 | $10,000 | $0 | $125 | 2026-09-05 |
| Pranav SMS1 | 114,793 | 40 | 5 | 3 | 0 | 0 | $0 | $0 | $125 | 2026-09-11 |
| Vic SMS 1 | 62,559 | 189 | 0 | 28 | 2 | 0 | $0 | $0 | $125 | 2026-09-15 |
| Rasec Alexis SMS 2 | 62,415 | 266 | 0 | 0 | 0 | 1 | $2,000 | $0 | $125 | 2026-09-07 |
| Strud SMS 1 | 86,780 | 335 | 3 | 20 | 0 | 1 | $0 | $0 | $125 | 2026-09-30 |
| Tommie SMS 1 | 40,168 | 116 | 8 | 0 | 0 | 0 | $0 | $0 | $125 | 2026-09-12 |
| Tommy SMS 1 | 50,061 | 55 | 0 | 0 | 1 | 7 | $3,640 | $0 | $125 | 2026-09-12 |
| Jordan SMS 1 | 51,477 | 618 | 15 | 15 | 0 | 2 | $1,196,810 | $0 | $125 | 2026-09-26 |
| Michael SMS 1 | 11,602 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $125 | 2026-10-02 |
| Dylan Hunter SMS 1 | 26,460 | 20 | 11 | 1 | 0 | 0 | $0 | $0 | $125 | 2026-09-30 |
| David SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Jon SMS 1 | 51,176 | 2 | 0 | 0 | 1 | 0 | $0 | $0 | $1,250 | 2026-09-25 |
| Leo SMS 1 | 132,698 | 4 | 0 | 0 | 4 | 0 | $0 | $0 | $65 | 2026-09-20 |
| Dylan SMS 1 | 98,749 | 273 | 3 | 15 | 2 | 0 | $32,500 | $0 | $649 | 2026-09-26 |
| 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 | 11,280 | 43 | 5 | 2 | 0 | 0 | $10,000 | $0 | $649 | 2026-09-25 |
| Jensen SMS 1 | 289,347 | 75 | 3 | 0 | 4 | 2 | $0 | $0 | $125 | 2026-09-27 |
| Lucas G SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Tomas Ramirez SMS 1 | 46,211 | 158 | 26 | 6 | 0 | 0 | $688,500 | $0 | $649 | 2026-10-01 |
| Caden | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Trey SMS 1 | 31,026 | 7 | 0 | 0 | 0 | 0 | $0 | $0 | $125 | 2026-09-29 |
| Elian SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Andrew SMS 1 | 18,599 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-10-05 |
| Korbin SMS 2 | 314,999 | 122 | 5 | 1 | 0 | 1 | $0 | $38,000 | — | — |
| Nicholas SMS 1 | 21,859 | 6 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-10-05 |
| Cameron SMS 1 | 92,949 | 2 | 0 | 1 | 0 | 0 | $0 | $0 | $649 | 2026-09-08 |
| Fatah SMS 1 | 87,505 | 5 | 0 | 0 | 0 | 0 | $0 | $0 | $1,250 | 2026-09-05 |
| Jake SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $400 | pending |
| Alex M SMS 2 | 23,382 | 11 | 1 | 1 | 0 | 0 | $0 | $0 | — | — |
| Steven SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Jackson SMS 1 | 41,571 | 4 | 0 | 3 | 0 | 0 | $0 | $0 | $125 | 2026-09-17 |
| Cayden SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $450 | pending |
| Connor B SMS 1 | 70,124 | 26 | 0 | 1 | 1 | 0 | $0 | $0 | $500 | 2026-09-20 |
| CJ SMS 1 | 53,079 | 183 | 1 | 4 | 3 | 0 | $41,000 | $0 | $649 | 2026-09-20 |
| Korbin SMS 3 | 149,349 | 132 | 2 | 8 | 0 | 0 | $0 | $0 | — | — |
| Spencer SMS 3 | 223,573 | 45 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Dispo Acc 2 | 19,190 | 92 | 0 | 3 | 1 | 4 | $70,000 | $0 | — | — |
| Jensen SMS 2 | 135,350 | 112 | 10 | 2 | 7 | 0 | $78,500 | $0 | $125 | 2026-09-22 |
| Jensen SMS 3 | 64,117 | 26 | 5 | 0 | 0 | 0 | $0 | $0 | $50 | 2026-09-13 |
| Gabe SMS 1 | 12,433 | 54 | 0 | 6 | 2 | 0 | $24,000 | $0 | — | — |
| Leo SMS 2 | 166,624 | 785 | 24 | 584 | 9 | 1 | $108,500 | $0 | $125 | 2026-09-20 |
| Ronnie SMS 1 | 69,808 | 115 | 4 | 4 | 0 | 0 | $0 | $0 | $649 | 2026-09-07 |
| Jacob SMS 1 | 6,434 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-10-02 |
| Pranav Dispo | 12,404 | 1 | 0 | 0 | 0 | 0 | $0 | $0 | $15 | 2026-09-27 |
| KG Dispo | 43,795 | 85 | 0 | 2 | 8 | 2 | $118,500 | $15,000 | $150 | 2026-09-13 |
| Zackery SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-18 |
| Trevon SMS 1 | 21,087 | 76 | 5 | 5 | 0 | 0 | $0 | $0 | $649 | 2026-09-12 |
| Michael Stephen's Account | 15,811 | 9 | 0 | 0 | 4 | 0 | $0 | $0 | $649 | 2026-09-09 |
| Alanah SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Jesse SMS 1 | 12,185 | 38 | 2 | 1 | 0 | 0 | $10,000 | $0 | $649 | 2026-09-15 |
| Oscar SMS 1 | 47,665 | 15 | 1 | 0 | 0 | 0 | $30,000 | $0 | $649 | 2026-09-17 |
| Oscar Loehnis SMS 1 | 4,439 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-23 |
| Grant Pilgrim's Account | 33,252 | 67 | 3 | 3 | 0 | 0 | $0 | $0 | $649 | 2026-09-15 |
| Dudley SMS 1 | 31,289 | 55 | 0 | 0 | 0 | 0 | $0 | $0 | $125 | 2026-09-18 |
| Moosa SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-21 |
| Carter SMS 1 | 18,065 | 18 | 0 | 1 | 0 | 0 | $50,000 | $0 | $649 | 2026-09-21 |
| 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 | 41,632 | 38 | 1 | 1 | 0 | 0 | $0 | $0 | $649 | 2026-09-15 |
| Jack SMS 1 | 19,296 | 226 | 0 | 2 | 0 | 0 | $0 | $0 | $649 | 2026-09-22 |
| Jonathan SMS 1 | 33,021 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-24 |
| Jack Salazar SMS 1 | 12,821 | 17 | 3 | 0 | 0 | 0 | $10,000 | $0 | $649 | 2026-09-22 |
| Abelardo SMS 1 | 37,087 | 6 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-24 |
| Isaiah SMS 1 | 4 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-28 |
| Alexander SMS 1 | 9,625 | 14 | 0 | 2 | 1 | 0 | $0 | $0 | $649 | 2026-09-28 |
| 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 | 4,552 | 8 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-29 |
| Gavin SMS 1 | 1,273 | 1 | 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 | 1,788 | 8 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-10 |
| 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 | 2026-10-03 |
| Chase SMS 1 | 91,749 | 200 | 0 | 11 | 2 | 0 | $0 | $0 | $70 | 2026-10-04 |
| Chase SMS 2 | 98,502 | 245 | 10 | 5 | 6 | 0 | $0 | $0 | $70 | 2026-10-04 |
| Chase SMS 3 | 24,091 | 693 | 7 | 8 | 0 | 0 | $0 | $0 | $70 | 2026-10-04 |
| Chase Pendley SMS 1 | 34,076 | 11 | 0 | 1 | 2 | 0 | $0 | $0 | $300 | 2026-10-03 |
| 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 | 89 | 15 | 0 | 0 | 4 | 6 | $0 | $0 | — | — |
| Truett Mullins SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-05 |
| Anderson Homan SMS 1 | 18,455 | 49 | 4 | 9 | 0 | 0 | $1,735,000 | $0 | $649 | 2026-09-05 |
| Maxon Lavallee SMS 1 | 16,568 | 37 | 8 | 11 | 0 | 0 | $0 | $0 | $649 | 2026-09-05 |
| Flo Lauzon SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-06 |
| Ben Johnston SMS 1 | 21,023 | 25 | 6 | 2 | 0 | 0 | $0 | $0 | $649 | 2026-09-06 |
| Christian Williams | 5,305 | 1 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-06 |
| Mason Atkins | 1,470 | 1 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-06 |
| H+L SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Christopher Chandler-Phillips SMS 1 | 36,997 | 20 | 0 | 0 | 0 | 0 | $0 | $0 | $300 | 2026-09-10 |
| Korbin SMS 4 | 28,689 | 19 | 1 | 0 | 0 | 0 | $0 | $0 | — | — |
| Korbin SMS 5 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Korbin SMS 6 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| 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 | 7,576 | 44 | 3 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-10 |
| Davis SMS 1 | 11,624 | 28 | 0 | 1 | 0 | 0 | $0 | $0 | $649 | 2026-09-13 |
| Kyler Kegley SMS 1 | 1,791 | 1 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-17 |
| Cale Lansville SMS 1 | 4,729 | 24 | 2 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-17 |
| Daniel SMS 1 | 9,716 | 95 | 1 | 2 | 0 | 0 | $0 | $0 | $649 | 2026-09-20 |
| Kayden SMS 1 | 9,132 | 10 | 0 | 1 | 0 | 0 | $0 | $0 | $649 | 2026-09-21 |
| Alberto SMS 1 | 7,531 | 24 | 3 | 0 | 0 | 0 | $0 | $0 | $1,250 | 2026-09-21 |
| Chris Chimborazo SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-25 |
| Kyle Garnsey SMS 1 | 2,434 | 4 | 2 | 0 | 0 | 0 | $0 | $0 | $400 | 2026-09-24 |
| Dereck Rodriguez SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $450 | 2026-10-02 |
| Tyler SMS 1 | 4,998 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-26 |
| Kayden Henson SMS 1 | 3,140 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-27 |
| Daniel Lopez SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| 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 | 6,661 | 17 | 0 | 0 | 0 | 0 | $0 | $0 | $400 | 2026-09-27 |
| Tyler Wolff SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| Matteo Fourie SMS 1 | 1 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-10-02 |
| Julian Mackenzie SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-09-29 |
| Zion Corrales Nelson SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $500 | 2026-10-02 |
| Daniel Trevino SMS 1 | 1 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-10-04 |
| Thomas Klinsky SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | pending |
| 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 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $150 | 2026-10-05 |