Recent leads
| Name | Source | Agent | Read? | Status | Date |
|---|
Snapshot
Lead sources
Commissions
Lead flow
Select a lead to view details
Net branches
Click a branch to drill in
Leads —
| Name | Source | Cost | Deal | Read? | Status | Agent | Date |
|---|
Team —
Manager highlighted · Click to open profile
HR Directory
Search, sort, and filter all personnel
| Person | Role | Branch | Comp type | Status | Hired | Actions |
|---|
Invoices
Commissions
Click any row for detail
| Agent | Client | Branch | Deal | Net comm. | Status | Pay date | Detail |
|---|
Documents
Collapsed by person · Click header to expand
Reports & Exports
Click any section to expand · Export CSV from any section
Platform settings
Manage fees, roles, permissions, and integrations
Lead sources & pricing
Document access defaults
Admin sees all documents
Managers see team documents
SSN / ID docs — Admin only
Monthly fees
Tech fee (per person)
Text marketing add-on
Xactus integration
Account ID
API key
Default fallback cost