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Samantha Lee

Borrower since 7/15/2026

Overview

Phone

(771) 953-7109

Email

samantha.lee26@yahoo.com

Location

San Joaquin, CA 91479

Campaign

California Cash-Out Refinance

Qualification

Property Value

$422,800

Mortgage Balance

$194,000

Mortgage Interest Rate

6.6

Credit Score Range

720-759

Debt Balance

$14,900

Monthly Debt Payments

$400

Annual Income

$189,500

Cash-Out Purpose

Business Investment

Residence Type

Second Home

Mortgage Delinquency

No

Estimated Cash-Out Amount

$139,900

Activity Timeline

Submitted qualification form on landing page

8/28/2026, 7:51:58 PM

Notes

Referred by an existing client — high priority.

Morgan Reyes · 8/19/2026

Lead Score

72

HOT

Marketing prioritization score only.

Pipeline

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

Owner & Status

Casey Nguyen

Status: active

Tasks

Products — Tools & SaaS Software | BAMS