New Deal
Recent Deals
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My Numbers
Log Activity
Log Pipeline
This Month's Results
Leads MTD
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Contracts MTD
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In-Contract Volume MTD
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Closed Volume MTD
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Closings MTD
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Revenue MTD
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Activity Goals — Full Year ▼
Pipeline Goals — Full Year ▼
Activity — Last 6 Months
Brief
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Year
Pay Schedule
What Hits & When
After-tax 60% · Team fund 5%
Each Partner — Next Check
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Pay Date
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Following Check
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Mortgage Closings
Auto from Ledger · read-onlyCommission Revenue
| Agent Source | JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Income
Other Revenue Sources
| Source | JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD |
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Expenses
Expense Ledger
| Category | JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD |
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Archive
Year-Over-Year
Settings
Assumptions & Pay Calendar
Formula Assumptions
Spouse Email Addresses
Pay Period Calendar — 2026
Update once per year. Close date within Start–Finish maps the deal to that period.
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Start
End
Pay Date
Agent Activity
| Agent | ST | F2F | Content | DMs | Events | Leads | Consults | Contracts | Closings | Interviews | Overall% |
|---|---|---|---|---|---|---|---|---|---|---|---|
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Celebrate a Win
When a client goes into contract or closes, a draft lands here. Add one personal line and send — that human touch is what makes partners feel valued.
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Pipeline
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Data Health
Client Errors (browser JS — last few days)
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Export Data
Full System Backup
Snapshots every record — agents, leads, deals, KPIs, P&L. Export Now downloads a full JSON copy to this device; Run Backup stores a snapshot and pushes it off-site. Runs automatically every day.
Rebuild Aggregates (Self-Heal)
Rebuilds every monthly aggregate, team KPI, and P&L total directly from raw leads & deals — fixes any drift left by a missed fanout. Preview shows what would change without writing; Rebuild Now applies it. Source records are never modified.
Fanout Retry Queue
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Failed Fanouts (escalated after 3 attempts)
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Stale Monthly Aggregates (current month, >15 min)
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BPD Sync
BPD Sync History
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Zapier Webhook Health
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Email Delivery Health — Last 10 Internal Sends
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Agent Emails — Last 7 Days
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