All Accounts — Rollup
Accounts
61
Total Contacts
2,406,402
Total Opportunities
4,929
Underwriting
132
Offers
199
Contracts
25
Closed
29
Open $
$5,349,852
Won $
$0
Monthly Revenue
$20,086
Combined conversion rates
Lead → Qualified
8.0%
Qualified → Offer
65.7%
Offer → Contract
21.3%
Contract → Closed
53.7%
Per-account breakdown
| Account | Contacts | Opps | UW | Offer | Contract | Closed | Open $ | Won $ | Monthly | Due |
|---|---|---|---|---|---|---|---|---|---|---|
| Korbin SMS 1 | 150,411 | 60 | 3 | 1 | 0 | 0 | $169,000 | $0 | — | — |
| Spencer Sms 1 | 244,104 | 66 | 2 | 4 | 1 | 0 | $45,000 | $0 | — | — |
| Janier SMS 1 | 332,062 | 324 | 12 | 9 | 2 | 17 | $186,242 | $0 | — | — |
| Spencer SMS 2 | 195,009 | 134 | 1 | 10 | 3 | 6 | $166,200 | $0 | — | — |
| Dispo Acc | 35,373 | 172 | 0 | 0 | 2 | 4 | $401,500 | $0 | — | — |
| Chaz SMS 1 | 47,234 | 542 | 15 | 6 | 0 | 0 | $0 | $0 | $125 | 2026-08-01 |
| John and Tommy SMS | 29,322 | 9 | 0 | 1 | 0 | 0 | $0 | $0 | $1,250 | 2026-07-08 |
| Joey SMS 1 | 96,812 | 757 | 0 | 0 | 0 | 2 | $0 | $0 | $125 | 2026-07-26 |
| Kendall SMS 1 | 14,010 | 67 | 3 | 7 | 0 | 0 | $0 | $0 | $125 | 2026-07-28 |
| Chris SMS 1 | 20,430 | 25 | 0 | 0 | 0 | 0 | $0 | $0 | $250 | 2026-07-30 |
| Connor SMS 1 | 4,129 | 8 | 0 | 0 | 0 | 0 | $0 | $0 | $125 | 2026-08-01 |
| Daniel SMS 1 | 15,043 | 128 | 0 | 3 | 0 | 0 | $0 | $0 | $125 | 2026-07-26 |
| Daniel T SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $125 | 2026-07-09 |
| JOJO SMS 1 | 6,173 | 57 | 1 | 1 | 0 | 0 | $0 | $0 | $125 | 2026-07-08 |
| Ked Aaron SMS 1 | 45,424 | 47 | 1 | 4 | 1 | 0 | $10,000 | $0 | $125 | 2026-08-05 |
| Pranav SMS1 | 50,109 | 167 | 0 | 0 | 4 | 0 | $0 | $0 | $125 | 2026-07-11 |
| Vic SMS 1 | 52,092 | 148 | 0 | 20 | 1 | 0 | $0 | $0 | $125 | 2026-07-15 |
| Rasec Alexis SMS 2 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Strud SMS 1 | 45,981 | 117 | 12 | 3 | 0 | 0 | $0 | $0 | $125 | 2026-07-30 |
| Tommie SMS 1 | 40,166 | 107 | 8 | 0 | 0 | 0 | $0 | $0 | $125 | 2026-07-12 |
| Tommy SMS 1 | 85,793 | 22 | 0 | 0 | 0 | 0 | $0 | $0 | $125 | 2026-07-12 |
| Jordan SMS 1 | 33,286 | 568 | 17 | 13 | 0 | 0 | $1,222,810 | $0 | $125 | 2026-07-26 |
| Michael SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Wesley SMS 1 | 42,774 | 7 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-07-27 |
| David SMS 1 | 385 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $1,250 | 2026-07-26 |
| Jon SMS 1 | 17,982 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $1,250 | 2026-07-25 |
| Leonardo SMS 1 | 116,624 | 181 | 33 | 103 | 4 | 0 | $0 | $0 | $125 | 2026-07-27 |
| Dylan SMS 1 | 33,535 | 25 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-07-26 |
| Neko SMS 1 | 10,398 | 842 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-07-29 |
| Lucas SMS 1 | 47,845 | 18 | 9 | 5 | 1 | 0 | $0 | $0 | $1,250 | 2026-07-10 |
| Evan SMS 1 | 8,629 | 2 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-07-25 |
| Conrad SMS 1 | 11,277 | 43 | 5 | 2 | 0 | 0 | $10,000 | $0 | $649 | 2026-07-25 |
| Jensen SMS 1 | 134,604 | 104 | 5 | 4 | 1 | 0 | $0 | $0 | $125 | 2026-07-27 |
| Lucas G SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-07-29 |
| Tomas Ramirez SMS 1 | 15,497 | 43 | 0 | 2 | 0 | 0 | $500,100 | $0 | $649 | 2026-08-01 |
| Caden | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Trey SMS 1 | 31,022 | 5 | 0 | 0 | 0 | 0 | $0 | $0 | $125 | 2026-07-29 |
| Elian SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Andrew SMS 1 | 18,599 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-08-05 |
| Korbin SMS 2 | 133,438 | 18 | 4 | 0 | 0 | 0 | $0 | $0 | — | — |
| Nicholas SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Cameron SMS 1 | 34,026 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-07-08 |
| Fatah SMS 1 | 39,268 | 7 | 0 | 0 | 0 | 0 | $0 | $0 | $1,250 | 2026-08-05 |
| Jake SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $400 | pending |
| Caden Wilson | 3,688 | 25 | 0 | 0 | 0 | 0 | $2,524,000 | $0 | $649 | 2026-08-02 |
| Steven SMS 1 | 30,377 | 2 | 0 | 0 | 0 | 0 | $0 | $0 | $400 | 2026-07-17 |
| Jackson SMS 1 | 22,579 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $125 | 2026-07-17 |
| Cayden SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $450 | pending |
| Connor B SMS 1 | 29,422 | 13 | 0 | 0 | 0 | 0 | $0 | $0 | $500 | 2026-07-20 |
| CJ SMS 1 | 13,513 | 54 | 1 | 1 | 0 | 0 | $0 | $0 | $649 | 2026-07-20 |
| SK SMS 1 | 4,099 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| SK SMS 2 | 11,005 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| SK SMS 3 | 11,042 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| SK SMS 4 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| TC | 37 | 12 | 0 | 0 | 5 | 0 | $35,000 | $0 | — | — |
| SK SMS 5 | 10,970 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| SK SMS 6 | 13,232 | 3 | 0 | 0 | 0 | 0 | $80,000 | $0 | — | — |
| Ronnie SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-08-07 |
| Jacob SMS 1 | 0 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $649 | 2026-08-02 |
| Alan SMS 1 | 10,331 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | — | — |
| Caden SMS 1 | 7,241 | 0 | 0 | 0 | 0 | 0 | $0 | $0 | $125 | 2026-08-06 |