My Follow-up Queue
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Elena Rodriguez
ID: #LN-8829
Personal Loan
•
Step 3: Document Upload
forum
WhatsApp sent 2h ago
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Marcus Chen
ID: #LN-9104
Home Equity
•
Step 1: Application
call
Last called yesterday
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Sarah Jenkins
ID: #LN-7762
Auto Loan
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Step 2: Credit Check
schedule
Pending first contact
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ER
Elena Rodriguez
location_on Madrid, Spain
verified Identity Verified
Requested Amount
€24,500.00
Current Journey Status
1
Application Submitted
2
Credit Analysis
3
Document Upload
4
Approval & Payout
72% Completed
Follow-up History
mail
Document Request Sent
Automated email sent for income verification documents.
Today, 09:12 AM
forum
WhatsApp Interaction
"I'm currently at work, will upload tonight." - Customer
Yesterday, 04:45 PM
call
Outbound Call Attempt
No answer. Left voice message regarding incomplete application.
Yesterday, 10:20 AMAgent Notes
insights
Probability Score
84%
High likelihood of conversion based on activity.