Active Clients
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Properties Listed
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In Contract
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Commission (YTD)
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Hot Leads
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Acquisition Pipeline
Active client journey stages
Client Breakdown
Owner-Occupier
Investor
First Home Buyer
Other
Avg Days Active
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Settled This Year
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Avg Budget
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Tasks Upcoming
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Recent Notes & Activity
LiveUpcoming Tasks
Acquisition Pipeline
All active buyer client journeys
Client Management
All buyer clients
Lead Management
Enquiries and prospects
Hot Leads
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Warm Leads
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Cold Leads
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Total Leads
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All Leads
| Lead | Source | Budget | Interest Area | Status | Actions |
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Property Management
All shortlisted and acquired properties
Commission Tracking
Buyer's agent fees and settlement tracking
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YTD Earned
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Pending
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Collected
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Avg Per Deal
Commission Register
| Client | Purchase Price | Fee Type | Commission | Status | Settlement Date |
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Invoicing
Engagement fees, success fees and payment tracking
Total Invoiced
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Collected
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Outstanding
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Overdue
$0
Invoice Register
| Invoice # | Client | Description | Amount (inc. GST) | Status | Due | Actions |
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Marketing Hub
Campaigns, email templates & outreach
All Campaigns
Total Leads
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Active
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Avg CPL
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Monthly Spend
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Interaction History
Every email, call, SMS and meeting tracked automatically
| Type | Contact | Subject / Note | Template | Status | Date |
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Portfolio Planning
Client property investment plans, cashflow and projections
Active Plans
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Total Portfolio Value
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Properties Planned
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Avg Target Yield
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Appointments
Inspections, strategy sessions, settlements and calls
Upcoming (7 days)
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This Month
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Completed
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No-Shows
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| Date & Time | Appointment | Client | Agent | Location | Status | Calendar |
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Task Board
Team tasks with priority, assignment and due dates
Messages
2-way communication with clients
Document Vault
Client files, contracts, IDs and reports in one place
| Document | Client | Category | Visible to Client | Added | Action |
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Referral Tracker
Where clients come from and who sends the most business
Total Referral Sources
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Clients via Referral
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Leads via Referral
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Top Source
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Social Content Calendar
Plan, schedule and track posts across all channels
Scheduled
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Published
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Drafts
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Total Engagement
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Settlement Tracker
Key dates, countdowns and upcoming milestones
💰 Commission Forecast
Next 90 days
Upcoming Settlements & Key Dates
All Active Clients – Timeline
| Client | Stage | Settlement Date | Days Away | Commission | Status |
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Notifications
Alerts, reminders and system updates
Reports & Analytics
Revenue, pipeline, conversions and marketing performance
Team Management
Agents, access levels and performance
Access & Permissions
| Member | Role | Dashboard | Clients | Finance | Team Mgmt | Status |
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Reports & Analytics
Business performance insights
Revenue (YTD)
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↑ Live data
Properties Settled
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Avg Budget
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Active Clients
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Total Leads
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Commission by Status
Pipeline Summary
Settings
Business, staff, portal and notifications
Business Profile
Fee Structure