Clear Path Home Mortgage · James Bond · NMLS #1701681

The Call Sheet

Wolf × NEPQ × Vermillion. No stone left unturned.

Borrower name Phone Email Referral source / lead type Preferred contact MLOflo lead ID

Call Disposition

Fill this before you hang up the headset. Then copy the summary to MLOflo and send the follow up within 15 minutes.

Outcome / status Urgency score (1 to 10) Follow-up date Reminder set? Docs requested Items promised to borrower Personal connection notes (use next call)

The Call Sheet

Call Disposition

Post-call follow up · send within 15 minutes

Calls closed on this device