🌅 Morning Brief — Mar 21
3 client follow-ups pending in MOXO. Pipeline looks healthy — 2 deals at proposal. Credit analyzer processed 4 new applications overnight.

MOXO scan complete. Flagging: Marcus H. (no response 48h), Tanya R. (action item overdue), James W. (contract not signed).

Gateway health check ✓ All systems operational. Server latency nominal.

CS Alert: Marcus H. hasn't responded in 48 hours. Recommend follow-up today. Last touchpoint was proposal sent on Mar 19.

Tanya R. — action item "review credit pull" is 3 days overdue. Sending reminder via MOXO.

EOD Summary: 5 client interactions today. 2 proposals sent. 1 deal closed. Net positive day.

New dispute submitted for client #4821. Assigned to review queue. ETA: 3–5 business days per bureau SLA.

Dispute update — client #4736: Equifax acknowledged receipt. Awaiting investigation result (cycle 2 of 3).

Weekly dispute digest: 12 active, 3 resolved this week, 2 escalated. Overall win rate 74%.

📊 Credit analysis complete for client Jordan M.
Score: 584 → Target: 680+. Primary drag: 3 collections, high utilization (89%). Recommended plan attached.

Overnight batch: 4 new credit reports analyzed. Avg improvement opportunity: +62 points. All recommendations sent to clients.

Morning credit queue: 6 pending reviews, 2 flagged for manual review (thin file + dispute conflict).