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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
--
12
1
2
3
4
5
6
7
8
9
10
11
:00
:05
:10
:15
:20
:25
:30
:35
:40
:45
:50
:55
AM
PM
Timezone
PST
MST
CST
EST
AKST
HST
Call Outcome *
i
-- Select --
Closed — Paid in Full
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
v2.39 — Updated Mar 7, 2026
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Chris Steil
Josh Steil
Isaac Stevens
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Edit Call Details
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 — Payment Plan
Follow-Up Set
Call Rescheduled
No Close / No Follow-Up
Disqualified
Call Date
Follow-Up Date
Reschedule Date
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