Lead Machine
2026 Goal Pace
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Agent Accountability
Weekly Activity Snapshot
This is the weekly scorecard view Jessica collects and Jose interprets. No subjective status score — the activity metrics speak for themselves.
Agent Production Pipeline
Sales + Lease Production
Sales closings count toward the 50-deal goal. Lease activity is tracked separately for visibility but excluded from the 50-closing pace.
Funnel Health
New → Closed Visibility
Qualify and full pond inventory stay out of this main strip so the funnel is not distorted.
YTD Closed Transactions
Recent Closings + Full Year Ledger
Closed Brokermint transactions for the year, sorted by closing date descending. Closings from the past week are highlighted so the team can celebrate them.
Pending Deals Watchlist
Brokermint Closeout Visibility
Live pending files from Brokermint so agents, Tessa, and Wendy can spot approaching closings and past-close-date files needing closeout.
Active Client Watchlist
Buyer Rep + Listing Agreements
Active Brokermint clients with buyer-rep/listing agreement expiration dates, color-coded so the team can spot expired or soon-expiring agreements.
Opportunity Watchlist
Brokermint Opportunities
Pre-client opportunities where an agreement has been sent or the transaction is being worked before active/pending status.
Pending Pipeline
Contract-to-close Watch
Funnel Definitions
Sierra → Agreement → Brokermint
Meeting Follow-up
Last Week's Meeting Notes
Notes from the prior Tuesday meeting.