Files Pending Review
12
4 urgent
Files Reviewed MTD
45
+12% vs last month
Compliance Score
94%
Above target
Outstanding Actions
7
2 overdue
Recent Files
| Client Name ↕ | Advisor ↕ | Product Type ↕ | Status ↕ | Review Date ↕ | Actions ↕ |
|---|---|---|---|---|---|
| Sarah Johnson | Mark Wilson | Residential Mortgage | Urgent Review | Mar 15, 2024 | |
| James Cooper | Emma Davis | Buy to Let | Pending Documents | Mar 14, 2024 | |
| Michael Brown | Sarah Smith | Remortgage | Missing Information | Mar 13, 2024 | |
| Emily Wilson | John Parker | First Time Buyer | In Progress | Mar 12, 2024 | |
| David Thompson | Mark Wilson | Portfolio Landlord | Awaiting Documents | Mar 11, 2024 |