The Ledger — Internal

Active Agents

—

Leads MTD

—

Leads vs Goal

—

Closings MTD

—

Revenue MTD

—

Total Give MTD

—

Overall IRR

—

⏳

Loading agents…

New Deal

Borrower Name *

Loan Amount *

Loan Type *

Source *

Agent

Contract Date *

Est. Closing Date

Revenue BPS *

Revenue (calculated)

loan × bps / 10,000

$0

Status

Entered By

Notes (optional)

Recent Deals

📋

No deals loaded

Submit a deal above to see it here.

⏳

Loading…

—

Partnership Goal

—

Health Score

—

Last Contact

—

Leads MTD

—

Closings MTD

—

Revenue MTD

—

PARTNERSHIP EVALUATION

—

SERVICE MODEL

—

NOTES

Loading monthly data…

Month	Leads	Goal	% of Goal
YTD	—	—	—

Month	Closings	YTD
YTD	—	—

Month	Revenue	IRR	Total Give
YTD	—	—	—

Select a month row to edit labor hours inline.

Month	Content h	Event h	Website h	Other h	MSA $	Labor Cost

TIER HISTORY

SERVICE MODEL HISTORY

DOWNGRADE HISTORY

AGENT PORTAL URL

Share this link with the agent — it never expires unless you deactivate them.

PORTAL STATUS

—

CONTACTS

Team KPI

Leads MTD

—

Contracts MTD

—

Closings MTD

—

Revenue MTD

—

Log Activity

Activity	Ryan	Chris	Month Total	Today
Loading…

Activity — Last 6 Months

P&L

Gross Revenue

—

Ryan Commission

—

Chris Commission

—

From To

By Agent

⏳

Loading…

Deals This Month

⏳

Loading…

🔄

Sync Log

Audit trail, webhook health panel, and BPD sync status — built in Thread 11.

⚙️

Settings

Data health, export, email config, and audit log — built in Thread 16.

Sign In

Loading agents…

No deals loaded

Loading…

—

Add Agent

Loading…

Loading…

Sync Log

Settings