Files
Jordan Lee is the fully modelled case — evidence, rules, actions and events are live and move with the demonstration. The remaining rows are seed data.
| Case | Property | Stage | Readiness | Next action | Owner | Waiting on | Target UW |
|---|---|---|---|---|---|---|---|
| Jordan LeeHEI-2026-0447 | CondominiumSan Diego, CA | Processing · UW prep | Awaiting intake | Process the synthetic intake | Dana Whitfield | — | Sep 4 |
| Amara OkaforHEI-2026-0431 | Single familySacramento, CA | Processing · UW prep | Ready for initial UW | Submit for initial underwriting | Dana Whitfield | — | Aug 28 |
| Colin MbekiHEI-2026-0438 | Single familyReno, NV | Processing · UW prep | Ready for initial UW | Submit for initial underwriting | Dana Whitfield | — | Sep 1 |
| Wesley TrentHEI-2026-0402 | Single familyChandler, AZ | Conditional approval | Not ready2 blockers | Request refreshed payoff statementPayoff statement expired 2026-08-24. Second lien release outstanding. | Dana Whitfield | Servicer | Aug 26 |
| Yuki TanakaHEI-2026-0419 | CondominiumSanta Clara, CA | Conditional approval | Not ready1 blocker | Follow up on HO6 evidence of insuranceNo homeowner response in 4 business days against a 2-day cadence. | Marcus Bell | Homeowner | Aug 25 |
| Nina HaugenHEI-2026-0424 | TownhomePortland, OR | Processing · Evidence acquisition | Not ready1 blocker | Escalate title order TV-2026-88109Title order 6 business days out against a 5-day SLA. Expected return now falls after the gate. | Marcus Bell | TitleVest Partners | Aug 31 |
| Rafael DuarteHEI-2026-0388 | CondominiumTampa, FL | Clear to close | Cleared to close | Refresh payoff before the signing datePayoff good-through 2026-09-01 leaves 3 days of validity at the scheduled signing. Policy requires 7. | Simone Reyes | Servicer | Aug 14 |
| Simone PetrakisHEI-2026-0441 | Single familyDenver, CO | Processing · UW prep | Not ready1 blocker | Awaiting inquiry lookback determinationCRED-INQ-006 automation disabled pending policy owner resolution. | Dana Whitfield | Credit Policy | Sep 2 |