Executive Overview · Live
Trust One Financial Command Center
A real-time view of your national consumer-direct lending operation. Updated every 60s from Arive, Bonzo, LeadMailbox & PowerBI.
Active Loans
+4.8%
1,284
vs. previous period
Suspended Loans
-2.1%
187
vs. previous period
Funded This Month
+12.4%
342
vs. previous period
Total Volume Funded
+9.2%
$148.7M
vs. previous period
Pull Through %
+1.6%
78.4%
vs. previous period
Avg Loan Amount
+0.7%
$434,920
vs. previous period
Avg Days to Close
-8.2%
21.3
vs. previous period
Current Lock Volume
+3.4%
$92.4M
vs. previous period
Revenue Projection
+6.1%
$4.82M
vs. previous period
Cost Per Funded Loan
-4.2%
$2,184
vs. previous period
Team Response SLA
+1.1%
94.2%
vs. previous period
Loans Needing Attention
+14%
47
vs. previous period
Funded Volume & Revenue
Trailing 8 months — units, volume ($M), revenue ($M)
Active Pipeline Funnel
Conversion through every stage
Lead412 · $178.4M
Application286 · $124.6M
Processing198 · $86.1M
Underwriting142 · $61.8M
Cleared to Close96 · $41.7M
Funded84 · $36.5M
Overall pull-through78.4%
Branch Performance
MTD funded units & pull-through
Premium
Operational Alerts
Loans needing immediate attention
Lock expiring in 36h
Loan #ARV-48214 — Whitfield, $612,400
8m ago
File stuck > 12 days
Loan #ARV-48091 — Underwriting bottleneck
22m ago
SLA breach risk
Phoenix West – avg response 4m 12s
1h ago
Top performer
Jordan Reyes hit 28 funded MTD
2h ago
Compliance flag
DNC rate spiked to 3.4% on TikTok leads
3h ago
Funded by Lender
MTD volume & margin
Product Mix
Funded units by program
Top States
Funded volume by geography
TX · 92 units$41.2M
FL · 74 units$32.6M
AZ · 58 units$26.4M
GA · 42 units$18.8M
CO · 32 units$14.2M
NC · 24 units$10.6M
Premium
AI Executive Insight
Phoenix West is trending +18% above SLA on response times. Reallocating 2 ISRs from Tampa Bay during 9–11am CT could recover an estimated $1.4M in monthly funded volume.