The Revenue Shield — Live Demo Dashboard

Total Threads

52

38 unread

Awaiting You

28

responses needed

Critical

6

score 9-10

Revenue at Risk

$847K

direct + relationship

Closings 48h

5

today + tomorrow

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revenue-shield — morning-brief — 2026-02-19

Tracked Sources

5

top referrers

Total Annual Value

$864K

combined revenue

Danger

1

Megan Hartley

At Risk

1

Brian Castellano

Closings/Mo

36

from top 5 sources

Today

1

disbursements due

Tomorrow

2

closings scheduled

This Week

5

through 2/22

Title Issues

3

unresolved

Wire Issues

2

pending resolution

Outgoing Today

$590K

4 wires pending

Incoming Pending

3

$664K expected

Rejected

1

$129,600 — Diallo

Fraud Alerts

1

spoofed email

Verified Today

2

callback confirmed

EMDs Held

8

in escrow

Total EMD Balance

$142K

trust account

Pending Deposit

1

Barnes — $10K

Disputed

1

Gonzalez — $15K

Applied to Close

2

this week

Drafts Ready

31

click to expand

Critical Drafts

6

send immediately

Time Saved

~3.5h

estimated

Template Types

8

auto-detected

Avg Response

4 min

with drafts