Team Management & Compliance
Team dashboards, agent scorecards, recruiting pipeline, lead routing, license tracking, review management, and commission reporting.
Team Dashboard
4 featuresAggregate Team Metrics
Total volume, pipeline value, conversion rates, and revenue across every agent in one dashboard.
Agent Roster & Production Board
See every agent's active deals, pending closings, and year-to-date production. Identify top performers.
Agent Scorecards
Individual performance metrics: response times, call volume, conversion rates, and client satisfaction.
Broker Activity Feed
Real-time feed of team activity: calls made, deals moved, leads assigned, and meetings scheduled.
Recruiting & Staffing
5 featuresRecruiting Pipeline
Track candidates from sourcing through onboarding. Pipeline stages, interview notes, and offer management.
Recruiting Analytics
Conversion rates, time-to-hire, and source effectiveness metrics across your recruiting pipeline.
ISA/Assistant Dashboard
Dedicated view for inside sales agents. Lead assignment, call metrics, and qualification tracking.
Team Scheduling
Shift management, showing schedules, and floor time rotation. Time tracking and timesheet reporting.
Onboarding & Training
University courses for new agents. Product training, compliance modules, and completion certificates.
Compliance & Quality
5 featuresLicense Tracking
Real estate license expiration alerts, renewal management, and designation tracking (CRS, ABR, GRI).
Document Compliance
Required disclosures checklist per transaction type. Ensure every deal has proper documentation.
KYC Verification Workflows
Know Your Customer verification for high-value transactions. Audit trail for compliance.
Compliance Dashboard
Team-wide license status overview. See who needs renewals, what certifications expire, and compliance gaps.
Agent Exit Checklist
Structured off-boarding workflow for departing agents. Ensure license transfers, client handoffs, and file closures are completed.
Reviews & Analytics
4 featuresReview Inbox
Google, Yelp, Zillow, and Realtor.com reviews in one inbox. Response tracking and templates.
Review Analytics
Rating trends, sentiment analysis, and review volume tracking. Identify reputation opportunities.
Referral & Affiliate Programs
Referral tracking, payout management, and social sharing tools. Affiliate onboarding and commission tracking.
Custom Reports Builder
Build reports on pipeline, calls, marketing, transactions, and commissions. Export and share with stakeholders.
Scale Without Chaos
Team dashboards and agent scorecards give visibility into every deal, every call, and every lead. Accountability built in.
Compliance Made Simple
License tracking, document checklists, and KYC verification protect your brokerage. Automated alerts prevent lapses.