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Lead Name *
Closer Name
i
-- Select --
Chris Steil
Josh Steil
Isaac Stevens
Call Type
i
Setter Call
Sales Call
Follow-Up Call
Referral
Call Date
Call Time
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12
1
2
3
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5
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10
11
:00
:05
:10
:15
:20
:25
:30
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:40
:45
:50
:55
AM
PM
Timezone
PST
MST
CST
EST
AKST
HST
Call Outcome *
i
-- Select --
Closed — Paid in Full
Closed — Modified PIF
Closed — Payment Plan
Follow-Up Set
Call Rescheduled
No Close / No Follow-Up
Disqualified
Disqualification Type
i
Program DQ — Doesn't qualify for BDCR
Financial DQ — Not in position to invest
Payment Status
i
First payment collected
No payment collected yet
Follow-Up Date
Same-Day Reschedule
Call Transcript *
Generate Post-Call Notes
v2.41 — Updated Mar 11, 2026
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All Closers
Chris Steil
Josh Steil
Isaac Stevens
All Outcomes
Closed — PIF
Closed — Modified PIF
Closed — Payment Plan
Follow-Up Set
Call Rescheduled
No Close / No Follow-Up
Disqualified
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Lead Name
Closer
-- Select --
Chris Steil
Josh Steil
Isaac Stevens
Call Type
Setter Call
Sales Call
Follow-Up Call
Call Outcome
-- Select --
Closed — Paid in Full
Closed — Modified PIF
Closed — Payment Plan
Follow-Up Set
Call Rescheduled
No Close / No Follow-Up
Disqualified
Call Date
Call Time
--
1
2
3
4
5
6
7
8
9
10
11
12
:
00
15
30
45
AM
PM
CST
EST
MST
PST
Follow-Up Date
Reschedule Date
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