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

Deal Flow
AP
Active Pipeline
Deals, CDAs, commissions
Open Pipeline →
✓
2026 Closed
 
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H
All-Time History
 
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X
Cancelled
 
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NM
TC · New Mexico
Transaction coordinator — NM
Open TC NM →
UT
TC · Utah
Transaction coordinator — UT
Open TC UT →
TC
Waypoint TC
Standalone TC platform · auto timelines · NEW
Open Waypoint TC →
Money
$
Payouts
Commission payouts & fees
Open Payouts →
BK
Bookkeeper
Full accounting & records
Open Bookkeeper →
AN
Analytics
Production & performance
Open Analytics →
People
CR
CRM
Contacts & follow-ups
Open CRM →
RO
Roster
Manage & invite agents
Open Roster →
★
Navigator's Club
Tier tracking & splits
Open Navigator →
PU
Agent Pulse
Relationship health & retention
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Open Pulse →
Operations
CD
Contract Draft Tool
AI-powered contract drafting
Open Contract AI → Manage Docs
CR
Compliance Review
Review & approve agent documents
Open Review → Templates
PA
Policy Acknowledgments
See who has acknowledged which policies
Open Tracker →
DO
Company Documents
Shared docs for all agents
Open Documents →
Communications
BC
Broadcast
Email & SMS all agents
Open Broadcast →
FD
Company Feed
Wins & announcements
Open Feed →
ZM
Zoom Meetings
Schedule & manage meetings
Open Zoom →

Recruiting Compensation

5% of company dollar per recruit's closed deal · exempt recruiters flagged below
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Broker Authorization