Growth Command Center · West Capital Lending

YTD total recruits

636

recruited in 2026

Pending recruits

New Request + future start dates

Next class

W-2 LO · June 30

YTD attrition

started, then off-boarded

Top recruiter · June

Kate Cole

24 recruits · Collin 22

Recruiter of the year

Kate Cole

140 YTD · Shannon 124

North-star stretch goal

Pathway to 2,500 sponsored LOs

63%to goal

1,578sponsored today

922still to recruit

2,500the goal

At your 2026 pace of ~90 net-new starts/mo, the 922 gap closes in roughly 10 months — about Q2 2027. Hitting 2,500 by year-end would take ~155/mo. Net sponsored growth runs under gross recruiting once all-cohort attrition is counted, so treat ~10 months as the floor.

Source: NMLS Consumer Access · sponsored LOs under WCL #1566096 · current reading 1,578 · refresh monthly to keep the bar honest

012026 Growth MomentumRecruits by start month · W-2 vs 1099 · anchored on start date

636

recruited YTD

~86/mo

avg pace · Jan–Jun

130

peak month · March

+23

Jul–Aug already scheduled

Jan

Feb

130

Mar

Apr

May

106

Jun

Jul

Aug

W-2 LO1099 BMJul–Aug = forward pipeline, still filling

02Recruiting team2026 placements · spelling variants consolidated

Kate Cole

140

Shannon Kennedy

123

Collin Schwemin

Lindsey Morgan

Kaitlin McGowan-Braman

Kaitlynn Schenk

Chelc Baker

Isabelle Torossian Former

152

Reallocation watch: Isabelle was the single largest source of 2026 placements before termination. Those 152 recruits sit across VP teams with no active recruiter of record — the hub will track exactly where they landed and who now owns them.

03Where they landedVP team allocation · 2026

Team The Valley

107

Team 313

Team The Masters

Team The Nationals

Team Westside

Team Mortgage Connections

Team Kingswood

Team Members Only

Team The Closers

Team The Takers

EBM subteams

165 · 26%placed on an Executive Branch Manager's team nested under a VP, rather than directly under the VP.

Each EBM subteam rolls up to its parent VP team above. The daily feed carries the EBM name per recruit so allocation can be read at both levels.

04Employment mixW-2 loan officers vs 1099 branch managers · 2026

1099 · 62%

W-2 · 38%

1099 branch managers remain the majority of 2026 placements. W-2 share — the WestCap Direct lane — includes 21 W-2 Sales hires that require D&E approval.

1099 branch managers395

W-2 loan officers219

W-2 Sales (approval)21

05Recruit value scoreProduction data · matched on NMLS

A 0–100 score blending live production data with board-side retention signal, so every recruit can be ranked on real value, not just headcount. Each recruit lights up the instant the feed flips them to Data Ready.

Value feed armed

Scoring model · tunable

Trailing-12mo funded volume40%

Trailing-12mo units25%

Production momentum15%

Purchase share10%

Tenure & retention10%

Top value recruits · live

06Monthly productionClick a month for its recruiter stack ranking

Rankings are live; production & VIP fill per record. Class sizes, W-2/1099 splits, and recruiter stack rankings above are live from the board. The production-dollar column and gold VIP stars (20M+ producers) light up recruit-by-recruit as the value feed flips each to Data Ready — no all-or-nothing wait.

07Orientation ClassesWeekly Tuesday orientations

True retention

87%

372 of 427 who started

Off-boarded

started, then left

Never started

committed, never onboarded

In pipeline

172

committed, pre-start

08Recruiting qualityPost-start retention & never-started, by recruiter · 2026

Recruiter	Recruited	Active	Off-board	Never started	Retention
Kate Cole	140	62	18	15	78%
Shannon Kennedy	124	68	10	3	87%
Collin Schwemin	75	54	6	3	90%
Lindsey Morgan	71	61	2	3	97%
Kaitlin McGowan-Braman	13	9	1	1	90%
Kaitlynn Schenk	12	5	0	2	100% ·sm
Chelc Baker	8	2	1	0	67% ·sm
Isabelle Torossian Former	152	86	14	7	86%

Two different leaks, not one. Kate Cole leads on volume but carries both the highest never-started count (15 committed recruits who never made it through onboarding) and the most off-boards (18) — a closing/handoff gap and a retention gap, which need different fixes. Lindsey Morgan's book is cleanest at 97% post-start retention with only 3 never-started. Retention is post-start only (active ÷ everyone who started); desks with very few starts are marked small-sample.

09Where the funnel leaksTwo kinds of loss, separated · 2026

Never started — top-of-funnel loss37

Disengaged — ghosted or pushed back

No answer — committed & docs in, then unreachable

Off-boarded — left after starting55

Off-board complete

Off-board initiated

These are two different problems. Never-started is a closing and onboarding-handoff gap — recruits committed but never came through. Off-boarded is true retention — they started, then left. Velocity comes online with the daily feed, which records a snapshot each morning so within weeks the hub shows how fast recruits move and where they stall.

10Team effortBonzo activity · Effort Score per recruiter

A 0–100 Effort Score built from Bonzo activity, so how hard each recruiter is working sits right next to what it produces.

AWAITING BONZO FEED

Effort Score model · tunable

Talk time30%

Outbound dials25%

Consistent follow-up25%

Emails20%

Talk time and dials capture live grind; consistent follow-up rewards cadence and penalizes leads going cold. All four feed from Bonzo, matched by recruiter.

Recruiters · scores pending feed

Recruiter	Group	Effort
Kate Cole	Core	—
Shannon Kennedy	Core	—
Collin Schwemin	Core	—
Lindsey Morgan	Core	—
Kaitlin McGowan-Braman	Core	—
Kaitlynn Schenk	Core	—
Chelc Baker	Core	—
Associate recruiters	Assoc	to define

Measured recruiters

Kate Cole Shannon Kennedy Collin Schwemin Lindsey Morgan Kaitlin McGowan-Braman Kaitlynn Schenk Chelc Baker Associate group · names to define

Associates are a defined group. Rather than scoring every Bonzo seat, the hub measures a specific named set of associate recruiters you provide, scored on the same Effort Score model as the core team.