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Team Scale & Compliance

Multi-team dashboards, agent scorecards, recruiting pipeline, lead routing rules, ISA management, license tracking, commission reporting, and brokerage-level controls.

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Team Dashboard & Accountability

4 features

Aggregate Team Metrics

Total volume, pipeline value, conversion rates, GCI, and units closed across every agent. One view for the team leader or broker.

Agent Scorecards

Speed-to-lead, call volume, showing-to-offer ratio, list-to-close days, and client satisfaction per agent. Accountability without micromanagement.

Lead Routing Rules

Distribute by geography, price range, property type, source, rotation, or performance tier. The right lead reaches the right agent every time.

ISA Team Dashboard

Dedicated view for inside sales: call queue, qualification metrics, appointment-set ratio, and warm handoff tracking to field agents.

Recruiting & Growth

4 features

Recruiting Pipeline

Track agent candidates from sourcing through onboarding. Pipeline stages, interview notes, cap discussion, and offer management.

Agent Onboarding Workflows

Structured onboarding checklists: license verification, E&O setup, MLS access, tech setup, and training completion tracking.

University & Training

LMS for new agent training, product education, compliance modules, and continuing education. Track completion and certification.

Team Scheduling & Floor Time

Floor time rotation, showing schedules, and open house assignments. Time tracking and activity reporting.

Compliance & Quality

4 features

License & Designation Tracking

Real estate license expiration alerts, renewal management, and designation tracking (CRS, ABR, GRI, SRES). State-by-state requirements.

Document Compliance per Transaction

Required disclosures checklist per transaction type and state. Flag missing documents before closing.

Brokerage Compliance Dashboard

Team-wide license status, E&O expiration, required training completion, and audit-ready transaction files.

Agent Exit & Handoff Protocol

Structured off-boarding when agents leave: active deal handoff, client notification, file transfer, and access revocation.

Commission & Reporting

4 features

Flexible Commission Structures

Cap models, split models, tiered models, team splits, and referral fee structures. Configure any compensation plan.

Commission Forecasting

Pipeline value × stage probability = projected GCI per agent and team. Monthly and quarterly forecasting.

Custom Report Builder

Build reports on pipeline, calls, showings, closings, marketing ROI, and lead source performance. Schedule and share.

Review Management

Team-wide review aggregation across Zillow, Google, and Realtor.com. Track which agents generate reviews and their ratings.

Solo to Mega-Team, Same Platform

Start as a solo agent. Add an ISA. Build a team. Open an office. The platform grows with you — same login, same data, same workflows. You never outgrow it and migrate.

Accountability Without Micromanagement

Agent scorecards show speed-to-lead, conversion rates, and production metrics. Leaders coach from data, not surveillance. The team dashboard that replaces the Monday morning spreadsheet review.

Team Scale & Compliance

From solo agent to 200-person brokerage — the same platform scales with lead routing, scorecards, compliance, and commission management.