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The broker view: reply times, files to review and every file checked

The office, at a glance.

First reply10 min goal

Slow leads, caught.

  • Alex1 waiting
    1m
  • Sam
    2m
  • Nina2 waiting
    18m
  • Chris
    4m

FINTRAC ID

Gaps found before an audit.

24of 27 files

Files to review

Approve or nudge.

  • 9 Linden PlaceReady Approve
  • 12 Bayview RidgeID missingNudge
  • 401 Queen EastID missingNudge

Offer nightKept a year

Same count, every agent.

15:1225:4636:0846:247:00List $1.35M$1.41M

This week

What closes, what launches.

3 Closings2 Going live15 Files to check

Everyone sees what they need.

  1. AgentTheir own files
  2. Team leadTheir team
  3. BrokerThe whole office

One team first. Then the office.

Wk 1Wk 2Wk 3Wk 4Wk 5Wk 6Wk 7Wk 8After
Discovery
Connect
One team
Whole office
Support

No new CRM. No new habits.

  • Keep your CRM
  • You own the data
  • Start with one team
  • One fixed quote

See your office on one screen.

Book a walkthrough See the broker view