The day's work in the order it matters, and the firm's numbers one click away.

Today reads every deal, task, call and draft you're on and ranks what needs you next. Reporting turns the same records into a brokerage scorecard and analytics for each agent — no spreadsheet to rebuild.

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Exh. 01 — Today & reportingReal product · fictional records

Your day in one line
Deadlines, tours, call-backs and tasks, counted across every deal you're on.
Ranked, not listed
A contract deadline due today outranks everything else.
Act from the row
Open the deal or snooze the item without leaving the view.
Tours in the same queue
Calendar items sit beside the paperwork they belong to.
Overdue stays visible
A missed task stays near the top until someone completes it.

First in line: Confirmed contract deadlines
Row actions: Open, call, complete, review, snooze
Reporting: Scorecard, leaderboard, velocity
Leadership view: Broker admins only

01.1

One ranked list instead of seven inboxes.

Confirmed contract deadlines come first, then today's tours, then tasks with the overdue ones on top, then missed calls and voicemails from the past week, then drafts waiting for review, then contacts who've gone quiet for three weeks.

A header count of deadlines, tours, calls to return, tasks due and drafts to review
Filter to tasks, deadlines, tours, calls, reviews or follow-ups
Snooze an item for an hour, four hours, a day or a week

01.2

A deadline counts once a person confirms it.

A date doesn't become a deadline because a template guessed it. It has to be confirmed against the executed agreement, so Today never ranks a guess above a real contract date.

01.3

When a lane can't load, it says so.

If part of the day can't be loaded, that lane reads “couldn't load” instead of showing an empty list that looks like a clear morning.

01.4

The firm, measured from the same records.

Broker admins get a leadership view: GCI for the period and the year, weighted pipeline, deal flow by stage, a lead funnel, and accountability for untouched leads, unassigned inquiries and stalled deals.

Leaderboard: GCI, pipeline, open and closed deals, listings, leads, conversion and activity per agent
Velocity: median time in each stage, time to close, and what was lost
A scorecard for each agent: production, leads, tasks and activity

Specification

Today & reporting, in detail.

Ranked lanes: Contract deadlines · tours today · tasks · missed calls and voicemail · drafts to review · quiet contacts
Row actions: Open, call, complete, review, snooze (up to 30 days)
Filters: All work, tasks, deadlines, tours, calls, reviews, follow-ups
Tasks: Priority, status, owner, and a link to the deal and contact; bulk complete and reassign
Reports: Overview, performance, leadership, velocity, per-agent scorecards
Access: Agents see their own work; leadership reports are for broker admins

Exceptions

Not included today.

Said plainly, so the list above can't be read as a promise.

Schedule B — Exceptions

Not included today

1.Website analytics, ad-cost or social media reporting
2.A live report link to share with clients