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Carlos Lewis

Borrower since 7/8/2026

Overview

Phone

(226) 317-8288

Email

carlos.lewis2@gmail.com

Location

Riverside, CA 75760

Campaign

Mortgage Retargeting

Qualification

Property Value

$627,900

Mortgage Balance

$507,600

Mortgage Interest Rate

4.7

Credit Score Range

760+

Debt Balance

$29,000

Monthly Debt Payments

$1,300

Annual Income

$69,000

Cash-Out Purpose

Home Improvement

Residence Type

Second Home

Mortgage Delinquency

No

Estimated Cash-Out Amount

$122,900

Activity Timeline

Replied to SMS with a question

8/23/2026, 8:39:03 PM

Moved to next pipeline stage

8/22/2026, 11:02:03 AM

Opened welcome email

8/16/2026, 11:41:03 AM

Notes

Asked to follow up next week.

Alex Rivera · 8/27/2026

Lead Score

26

COOL

Marketing prioritization score only.

Pipeline

New Lead
Contacted
Qualified
Interested
Application Started
Application Submitted
Processing
Approved
Closed

Owner & Status

Taylor Kim

Status: active

Tasks

Products — Tools & SaaS Software | BAMS