Lead tracker
One row per buyer — every active lead that has not yet gone under contract (contracts move to Active Pipeline). Click a row to open the notes and full detail; use the chips to cut by status or lead age. High-risk notes flag the row.
Rate specials by community
Market → community → home. Quote a rate special only on a home that shows it here — homes without one price at today’s quoted rate. The division chips above pick the market; filter below by community, special, onsite agent or loan officer. Click a market or community row to drill in.
Projected closing is parsed from Davidson’s marketing status text (“Move In: October”, “Move-In Ready”), not a construction schedule — read it as a window, not a date.
No longer active
Leads that have gone cold or been decisioned out — kept for the record, out of the daily flow.
Data quality
Rows whose community text does not resolve to a division. Fixing the community cell in the tracker clears these automatically.
Active pipeline
Files with a property address in Nano — a contract is written and the loan is in motion: rate, lock, checkpoints and closing dates. Applications without an address stay on the Lead Tracker until a contract lands.
Under contract — no NorthStar application
Buyers under contract with Davidson — usually pre-approved elsewhere — who have not started an application with NorthStar. The sales-team push list: every day here is timeline risk.
Incentives roll-up
Every contract's incentive cost in three buckets — builder upgrades, rate (buydowns), and cash to close — from the Upgrades $ / Rate Incentive $ / Cash Incentive $ columns on the tracker. Use the division chips above to roll up by market; All divisions is the company-wide view.
By month
Totals by estimated closing month (received month when no closing date is set).