Mortgage Advisor
- Days remaining
- 312 days
- Scheme start date
- 7/5/2026
- Advisor
- Kyle
- Office
- Nottingham - Atrium
- christie-k@hotmail.com
- Previous advisor
- —
- Business plan
- Not Started
- Website
- —
- Social media
- —
Next Best Action
Start the Business Plan.
No business plan has been started yet.
RAG Status
Business Sector
Current Stage
Days Until Gateway
Next Appointment
Outstanding Actions
Last Contact
Business Health Score
Status
Business plan document (optional)
Participant Journey
Click a milestone to see the notes, dates and evidence behind it.
- ✓
Referred on 13/08/2026.
Status: Not Started.
- Status:
- Not Started
- Last updated:
- 13/08/2026
- Document:
- None uploaded — see the Business Plan tab.
Gateway Booked for 20/08/2026 — 13% ready.
Not yet confirmed.
Not yet applicable.
Current status: Active.
Not yet recorded.
Business Readiness Stage (internal tracking)
A separate, more granular stage advisors set manually — feeds the Business Health Score and Next Best Action suggestions elsewhere in the CRM. The Participant Journey above is the primary view of where this participant stands.
Currently at Idea since 8/13/2026.
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No Trading Start recorded yet. Once one is created, this participant moves into In Work Tracking and is assigned to an IWT advisor.
Trading Start eligibility
- Current two month average
- £608.49 (2026-06 & 2026-07)
- Current eligibility
- Not yet eligible
- Marked GSE / Claim Closed
- —
No status changes recorded yet.
Gateway Readiness
An advisor preparation checklist ahead of the participant's Universal Credit Gateway appointment — this is not an official decision. UC alone decides GSE or NGSE.
- Trading Consistently
- Positive Income TrendAuto
- Hours Worked Adequately
- Evidence UploadedAuto
- Invoices Available
- Customer Base Established
- Business Appears Sustainable
- Expected To Make A Profit
Readiness Progress
13%Supporting Evidence
No evidence uploaded yet — add supporting documents on the Evidence Vault tab.
Gateway Booking
Gateway target date
Not set — edit the participant to add one.
Requested
£0.00
Approved
£0.00
Received
£0.00
Remaining
£0.00
No funding records yet.
Populated automatically from the client income tracker (matched by email) — one entry per calendar month. Submitting a new entry for a month that already has one replaces it.
Total income
£2,708.29
Total expenses
£417.00
Total mileage
£0.00
Net profit
£2,291.29
Income Analytics
Average monthly profit
£764.00
Highest month
£1,074.31
Lowest month
£421.50
Total cumulative profit
£2,291.29
| Month | Date submitted | Income | Expense | Miles | Mileage | Net Profit | Source | Status | |
|---|---|---|---|---|---|---|---|---|---|
| Jul 2026 | 30/07/2026 | £966.48 | £171.00 | — | £0.00 | £795.48 | Participant Portal | Reviewed by Kyle | |
| Jun 2026 | 30/06/2026 | £492.50 | £71.00 | — | £0.00 | £421.50 | Participant Portal | Reviewed by Kyle | |
| May 2026 | 30/05/2026 | £1,249.31 | £175.00 | — | £0.00 | £1,074.31 | Participant Portal | Reviewed by Kyle |
Digital Presence Completion
0%Platforms marked “Not Needed” count as complete — advisors aren't penalised for businesses that genuinely don't need a given platform.
No evidence uploaded yet.
Ongoing actions
No ongoing actions.
History
No completed actions yet.
No appointments logged yet.
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