Good morning, Sarah
Financial year to date · Wednesday 27 August 2026
Settled loan volume
$14.2M
▲ 23%vs same period last FY
Active pipeline
$8.7M
▲ 4 dealsthis month
23 deals in flight · avg $378K
Commission earned
$96,400
▲ 17%vs last FYTD
$31,200 pending settlement
Conversion rate
38%
▼ 3 ptsvs last quarter
Referral → settlement, trailing 6 months
Settled volume by month
hover a month for the loan-type split Sep 2025 – Aug 2026View as table
$14.2Msettled this FY
Jul 2026best month · $2.0M
$1.19Mavg. per month
64%commercial property share
Pipeline
last 90 days
7 deals stalled at Assessment for 14+ days — following up this week could unlock $2.6M in volume.
34 daysavg. submit → settle
67%approval rate
$378Kavg. deal size
Longest in stage
CF10197Osborne Fabrication26 days
CF10204Bellbird Childcare21 days
CF10211Marrick & Co Legal17 days
Clue AI
Opportunity signals from your client book
Updated 6:00 amYour client book
348clients
61active borrowers
$41.8Mlending under advice
Data completeness68%
112 clients are missing loan maturity dates. Enrich now to unlock refinance signals.
Loan maturities ahead$9.6M
Next 90 days
5
3–6 months
8
6–12 months
10
Upcoming settlements
Next 30 days · 5 deals · $3.44M| Deal | Client | Loan type | Lender | Amount | Est. commission | Settlement | Status |
|---|---|---|---|---|---|---|---|
| CF10231 | Karrinyup Holdings Pty Ltd | Commercial property | Thinktank | $1,240,000 | $9,300 | 3 Sep 2026 | Settling |
| CF10218 | R & M Facchini Family Trust | SMSF | La Trobe Financial | $860,000 | $6,450 | 9 Sep 2026 | Approved |
| CF10225 | Hartcliffe Logistics | Asset finance | Pepper Money | $412,000 | $3,090 | 12 Sep 2026 | Docs out |
| CF10209 | Nguyen Dental Group | Working capital | Judo Bank | $380,000 | $2,850 | 18 Sep 2026 | Approved |
| CF10236 | Solara Renewables Pty Ltd | Commercial property | Bank of Queensland | $550,000 | $4,125 | 24 Sep 2026 | Docs out |