Pipeline Value
$0
active deals
Closed GCI (YTD)
$0
closed deals
Tasks Due Today
0
+ overdue
Total Contacts
0
hot leads
🔥 Hot Leads
View all
📋 Due Today
View all
Inbox
All incoming leads, sorted by priority
Contacts
All contacts
Sales Pipeline
Total pipeline value
Lease Pipeline
Active lease deals
Listings
Active listings
Transactions
Contract to close tracking with file uploads
Tasks
Stay on top of your to-do list
Overdue
0
Today
0
Upcoming
0
Completed
0
Call List
Prioritized by lead status and score
0 contacts
Priority order — hot to cold
🔥 Hot → 🟡 Warm → 🔵 New
Calendar
June 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
GCI Calculator
Estimate commission for any deal
Sale / Purchase
Lease
$0
Estimated GCI
Action Plans
Automated task sequences for every situation
Smart Lists
Dynamic contact filters that update in real time
Reports
Your production at a glance
GCI Tracker
Year-to-date progress
Pipeline by Stage
Sale deals breakdown
Lead Sources
Where your contacts come from
Activity (30 Days)
Logged calls, texts, e-mails
Contacts by Status
Pipeline health
Deal Mix
Sales vs leases
Goals
Track your annual targets
Set Your Targets
Monthly GCI Breakdown
Activity
All logged interactions
File Review
All uploaded transaction documents
Settings
Configure your portal
General
E-Mail & Notifications
Google Maps
Deal Defaults
Account
General
Brokerage and office configuration.
Brokerage Details
E-Mail & Notifications
Configure EmailJS for broker file upload notifications.
EmailJS Setup
Sign up at emailjs.com → Create a Gmail service → Create a template with variables:
{{agent_name}}, {{property_address}}, {{filename}}, {{file_url}}, {{upload_time}}.
Google Maps
Enables address autocomplete on all deal and listing forms.
API Key
Required for address autocomplete. Enable "Places API" in Google Cloud Console.
Deal Defaults
Default commission rates used in new deal forms.
Commission Defaults
Account
Manage your agent profile.
Profile