Agents
0
Active Units
0
Volume
$0
Company Net
$0
Online
0
2026 Closed Volume
$0
🗺 New Mexico
—
$0
🏔 Utah
—
$0
2026 GOAL 0%
📇
Open My CRM
Contacts, follow-ups, tasks
→
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🏠 Active Pipeline

🏠
Active Pipeline
Deals, CDAs, commissions
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✅
2026 Closed
 
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📋
All-Time History
 
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🚫
Cancelled
 
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📋
TC · New Mexico
Transaction coordinator — NM
Open TC NM →
📋
TC · Utah
Transaction coordinator — UT
Open TC UT →
💰
Payouts
Commission payouts & fees
Open Payouts →
📒
Bookkeeper
Full accounting & records
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📇
CRM
Contacts & follow-ups
Open CRM →
🤖
AI Log
Guide AI query history
Open AI Log →
👥
Roster
Manage & invite agents
Open Roster →
🏆
Navigator's Club
Tier tracking & splits
Open Navigator →
📈
Analytics
Production & performance
Open Analytics →
📢
Broadcast
Email & SMS all agents
Open Broadcast →
📹
Zoom Meetings
Schedule & manage meetings
Open Zoom →
📣
Company Feed
Wins & announcements
Open Feed →
📁
Company Documents
Shared docs for all agents
Open Documents →
📝
Contract Draft Tool
AI-powered contract drafting
Open Contract AI →📂 Manage Docs
🧭
Pathfinder
Agent training & courses
Open Pathfinder →
📋
Compliance Review
Review & approve agent documents
Open Review → 📋 Templates
📋
SOPs
Standard operating procedures
View SOPs → 🛡 Ack Tracker
🧠
Agent Pulse
Relationship health & retention
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Recruiting Compensation

5% of company dollar per recruit's closed deal · Will Lambert exempt
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Broker Authorization