Dashboard
Every morning starts with one question: what needs my attention today?
Your daily command center.
Overdue tasks, scheduled calls, expiring contingencies, upcoming closings, and YTD income — all on one screen. Scoped to you, your team, or any agent. Every day starts here. Every day ends with nothing missed.
A financing contingency expired on Tuesday because nobody flagged it. The deal almost fell apart over something a single screen would have caught at 8 AM.
That's what happens when your morning starts in email, calendars, spreadsheets, and group texts — four tools before you know what needs attention. Brokers have it worse: no single view of who's behind, which contingencies expire this week, or what's closing Friday.
How it works
Know your numbers before your first coffee.
- Track sales volume, units closed, gross income, and active pipeline at a glance.
- Scope the dashboard to yourself, your team, or the entire firm. Brokers see the big picture; agents see their own book of business.
- Toggle individual metrics on or off to create a clean, distraction-free view of your goals.
Stop guessing what to do next.
- See exactly what's past due, what's due today, and what team members are waiting on you to complete.
- Phone calls and action items are surfaced automatically, making sure critical communication actually happens.
- Drag and drop cards to match your workflow. Whether you tackle calls first or tasks first, your dashboard adapts to you.
Keep deals moving forward.
- Contracts are grouped by stage and date. Know exactly what's coming this week, this month, or this quarter.
- Expiring contingencies and upcoming deadlines are flagged immediately so you can save deals before they fall apart.
- Every item on your dashboard links directly to the full record. No digging through menus to take action.
Effortless referral generation.
- "Happy anniversary in your home" is the most natural referral conversation in real estate. We surface past clients who closed exactly 1-5 years ago today.
- Never accidentally call someone who opted out—the system automatically excludes anyone without the "maintain contact" flag.
- Build lasting relationships by remembering birthdays and milestones for the people who actually want to hear from you.
Dashboard details
- View data for today, this week, this month, or any custom date range
- Filter by yourself, your team, specific agents, or support staff
- Drag to reorder action cards, or toggle them off entirely
- Instantly see the count and total value of your active contracts
- "Maintain contact" flags automatically prevent outreach to opted-out contacts
- Download phone call lists directly to CSV for quick dialing
- Every alert links directly to the underlying record
- Designed to work beautifully on tablets for agents checking in between showings
Related features
Contracts
Contract pipeline and contingency cards pull from live contract data. Click through to any contract.
Tasks & Workflows
Task cards show overdue, due, and on-hold items from your workflows.
People & Relationships
Birthday and anniversary cards come from your people records.
Reporting
Dashboard is "right now." Reports let you look back and compare.
Commissions
YTD gross income comes from closed contract commissions.
See it for yourself.
Start a 14-day free trial or book a walkthrough with our team.