Active Clients
–
Buyer clients on file
Properties Listed
–
Shortlisted & above
In Contract
–
Awaiting settlement
Commission (YTD)
–
Earned this year
Hot Leads
–
Need action now
Acquisition Pipeline
Active client journey stages
Client Breakdown
Owner-Occupier
Investor
First Home Buyer
Other
Avg Days Active
–
Settled This Year
–
Avg Budget
–
Tasks Upcoming
–
Recent Notes & Activity
LiveUpcoming Tasks
Acquisition Pipeline
All active buyer client journeys
Client Management
All buyer clients
Lead Management
Enquiries and prospects
Hot Leads
–
Warm Leads
–
Cold Leads
–
Total Leads
–
All Leads
| Lead | Source | Budget | Interest Area | Status | Actions |
|---|---|---|---|---|---|
Property Management
All shortlisted and acquired properties
Commission Tracking
Buyer's agent fees and settlement tracking
–
YTD Earned
–
Pending
–
Collected
–
Avg Per Deal
Commission Register
| Client | Purchase Price | Fee Type | Commission | Status | Settlement Date |
|---|---|---|---|---|---|
Invoicing
Engagement fees, success fees and payment tracking
Total Invoiced
–
Collected
–
Outstanding
–
Overdue
$0
Invoice Register
| Invoice # | Client | Description | Amount (inc. GST) | Status | Due | Actions |
|---|---|---|---|---|---|---|
Marketing Hub
Campaigns, email templates & outreach
Total Leads Generated
–
Active Campaigns
–
Avg CPL
–
Monthly Ad Spend
–
Campaigns
LiveInteraction History
Every email, call, SMS and meeting tracked automatically
| Type | Contact | Subject / Note | Template | Status | Date |
|---|---|---|---|---|---|
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Team Management
Agents, access levels and performance
Access & Permissions
| Member | Role | Dashboard | Clients | Finance | Team Mgmt | Status |
|---|
Reports & Analytics
Business performance insights
Revenue (YTD)
–
↑ Live data
Properties Settled
–
Avg Budget
–
Active Clients
–
Total Leads
–
Commission by Status
Pipeline Summary
Settings
Business configuration
Business Profile
Fee Structure