Lead Command
Lead Command combines daily work and reporting. It surfaces calls and follow-ups that need attention, recent lead activity, pipeline movement, monthly totals, goals, and searchable historical reporting.
FOR LOAN OFFICERS AND THEIR TEAMS
Keep the next move visible.
Contract Hunter gives a loan officer and authorized team members one working view for active leads, due follow-ups, lead stages, personal tasks, partner updates, lead-source reporting, and monthly goals. Each officer can use a plan that fits their own business instead of inheriting another team’s numbers.
Current product information · Reviewed October 23, 2026A clear mortgage journey
The current lead journey runs from Lead received through Under contract / locked. Stages include Application started, Documents in process, Loan team review, Loan consultation scheduled, and Pre-approved / shopping.
Personal follow-up and tasks
Authorized team members can save a follow-up date within the supported four-month window and create a one-off task for a specific client with their own due date. These reminders stay inside the authorized loan-team workflow.
Officer-specific goals and sources
A loan officer can maintain up to ten active lead-source types and set monthly goals for their own workspace. That lets one officer follow a coaching system such as CORE while another uses Compass Sales Coaching sources.
Controlled partner visibility
Loan-team users decide when a buyer is approved for the assigned realtor’s view. Internal contact history and loan-team notes remain separate from partner-visible updates.
DIRECT ANSWERS
Questions people ask.
Can a loan officer set a monthly lead goal?
Yes. Monthly goals are stored for the officer’s workspace and reporting period.
Can a loan officer customize lead sources?
Yes. An officer can use up to ten active source types and keep historical sources available for older records.
Can support staff work for more than one loan officer?
Only when an administrator intentionally grants access to those workspaces. Server-side access checks still apply.
This page describes current Contract Hunter product behavior. It is not mortgage, legal, tax, privacy, security, or compliance advice. Features and membership availability may change.