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Team

Start the day knowing what is working.

The dashboard shows new leads, how fast your team responds to them, and the appointments and deals coming up in the next 30 days. Reports break the same numbers down by agent, lead source and period.

See how it works
The dashboard with tiles for new leads, average contact attempts, speed to action, appointments and deals in the next 30 days, and the recent activity table.

Agent activity

Compare periods, compare people.

New leads, calls, emails, notes, tasks completed and appointments per agent, with a daily or weekly chart and a comparison to the previous period. Filter web leads, all leads or a single portal.

  • Date ranges from this month to all time
  • Lead filters for Zillow, Realtor.com, SOI and referral
  • Speed to lead per agent and per source
  • Results cached for up to 30 seconds, refresh on demand
The Agent Activity report with a new-leads chart compared to the previous period and tiles for leads, assigned leads, calls and emails.

Calls and deals

From dial to closing.

Calls made, connected, conversations, received and missed, with talk time and answer time per agent. The Deals report shows the funnel, closed and upcoming volume, commission and time to close.

  • Lead source report with speed to lead by source
  • Appointments by type and outcome
  • Properties report: days on market, price changes, inquiries
  • Agent goals for commission, closed deals and appointments
The Calls report with tiles for calls made, connected, conversations, received, missed, talk time and answer time, and a table per agent.

How it works

Reporting, step by step.

  1. The team works

    Calls, emails, tasks, appointments and deals are logged as they happen.

  2. Numbers update

    Dashboard and reports read the same records.

  3. Compare

    Previous period, other agents, other sources.

  4. Act

    Reassign, coach, or change where the leads come from.

Questions

Good to know.

Who can see team reports?

Owners and admins see the whole team. Agents and assistants see reports for their own records, and the page says so.

How current are the numbers?

Results may be cached for up to 30 seconds. Refresh results forces a recalculation.

Can I set goals?

Yes. Agent Goals tracks annual commission, closed deals and appointments year to date, per agent.

Works with

Transactions

Deals

Buyer and seller pipelines.

Learn more

Prospecting

Call Center

Calling lists, scripts and results.

Learn more

Team

Team & Roles

Owners, admins, agents, assistants.

Learn more

Made by realtors for realtors

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