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360°
TA
Board
List
Forecast
Channels
Fannie Mae
Freddie Mac
Blend
Existing Accounts
Lost & Abandoned
Attention Items
Reports
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Cris
Todd
Nikki
Wendy
Max
Andy
Laurie
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Title Acceptance
UpFront Title
Day-1 Title
TOB
Title Alternative
Freddie TOB
Freddie ATA
Insured Refi
Purchase
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Opportunity Name
Account / Lender Name
Customer Type
Lender
Agent
GSE
Technology
Priority
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Medium
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Stage
1 — Identified
2 — Outreach
3 — Engaged
4 — Committed / Signed
5 — Onboarding
6 — Live
7 — Scaling
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Title Acceptance
UpFront Title
Day-1 Title
TOB
Title Alternative
Freddie TOB
Freddie ATA
Insured Refi
Purchase
Source
Doma
Fannie
Freddie
Blend
OSN
Partner Agent
Internal
Inbound
Owner
Cris
Todd
Nikki
Wendy
Max
Andy
Laurie
Via Blend
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Background Notes
Target Go-Live Date
Last Updated
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⚠ Needs Attention
Linked Account
None (new prospect)
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Add Account
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Lender Name
Product
Title Acceptance
UpFront Title
Day-1 Title
TOB
Title Alternative
Monthly Volume (deals)
Contract Status
Active
Up for Renewal
At Risk
Churned
Renewal Date
Owner
Cris
Todd
Nikki
Wendy
Max
Andy
Laurie
Operating Model
Select...
Retail
Wholesale
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TPO
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Multi-channel
Annual Origination Vol ($B)
AUM ($B)
# Loan Officers
LOS
Headquarters
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Key Executive
Notes
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Add Freddie Deal
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Lender Name
Product
TOB
Title Alternative
Stage
1 — Identified
2 — Outreach
3 — Engaged
4 — Committed / Signed
5 — Onboarding
6 — Live
7 — Scaling
Key Contact
Daniel Miller
Matt Zehner
Sonu Mittal
Other
Owner
Cris
Todd
Max
Nikki
Andy
Laurie
Est. Volume (deals/mo)
TOB Pricing Parity
Yes — Fannie parity
No — TBD
X1/MC Competitive Risk
Low
Medium
High
Next Action
Background Notes
Last Updated
Flag
None
⚠ Needs Attention
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Title / Issue
Description
Priority
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Medium
Low
Category
Deal Risk
Configuration
Competitive
Commercial
Legal / Compliance
Lender Relationship
Internal
Other
Linked Lender
Owner
Cris
Todd
Nikki
Wendy
Max
Andy
Laurie
Resolution Date
Status
Open
In Progress
Resolved
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Outcome
Closed Lost
Abandoned
Date
Won By (competitor)
Unknown
X1/MC
ServiceMac
States Title
Doma (internal)
Other
Primary Reason
Competitive — went with X1/MC
Competitive — went with other provider
Captive title company preference
Volume too low to prioritize
Technical / integration complexity
No internal champion
Budget / commercial terms
Lender not ready operationally
Regulatory / compliance concern
Relationship / trust issue
Program not a fit
Other
Intel Notes
Re-Engagement Potential
High — monitor and re-engage in 3-6 months
Medium — revisit if circumstances change
Low — unlikely to convert
None — permanent pass
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Rate Scenario
Global Rate Sensitivity (% volume change per 0.5% rate move)
Applied to all deals that don't have a custom sensitivity. Typical range: 5–15%. Higher = more rate-sensitive lenders.
Revenue Pricing by Product
Product
Fee ($)
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