Retread Radar

Access is by invitation only. Ask your admin to send you an invite.

Set a password to finish setting up your account

WEST CAPITAL LENDING

Retread RadarClient Retention Engine

Retread Radar

1st mortgage market rate (%)

2nd mortgage market rate (%)

Flag if rate is ≥ (%) above market

Home-price appreciation (%/yr)

Checking…

Available now (past eligibility mark) Coming soon (within 30 days) Hot lead (rate above market) Timelines: First Mortgage, HELOAN & Purchase 181 days • Figure HELOC 91 days • NFTY HELOC no minimum

Add client

Category (sets the timeline automatically)

Client name

Funded date

Loan amount ($)

Home value at funding ($)Used to estimate today's equity.

Current interest rate (%)

Loan program

Term

LendingPad loan #

Lender funded withFor reference only — the timeline comes from the Category above.

Phone

Birthday

Loans done for this client

Status

Next follow-up date

Summary / notes

Call log & activity

Profile & settings

Signed in as —

Display name

NMLS # (used to route your funded loans)

Appearance

Email signature

Send my reminders to (preferred email) Where your reminder emails go. Defaults to your login email if left blank.

Also copy these people (assistants / team)

Reminder emails I want to receive

Eligibility / Refi Dates Loan Anniversaries Birthdays Major Holidays

Daily send time

Change password

★ Admin console

Add a user (email)

Temp password

Accounts are created ready to use — no email link. Share the email + temp password; they change it under ⚙ Profile after first login.

Add many at once (drop a CSV / paste a list)

Drop a CSV or text file of emails (one per line, or a column named "email"), or paste addresses below. Each gets a temp password to share.

New team name

Team leader (VP) email

Create a team and name its VP, then add loan officers. VPs get team-scoped admin access — they can manage their own roster, reset members' passwords, and open a member's pipeline. The VP's account must exist first (create it in Users).

Link an assistant's account to a loan officer so the assistant can view and edit that officer's pipeline. An assistant can support more than one officer.

Assistant email

Loan officer email

Set the team-wide market rates everyone's pipeline is measured against.

1st mortgage market rate (%)

2nd mortgage market rate (%)

Flag if rate ≥ (%) above market