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Agent Scoring
Performance
Practice Lab
Call Intelligence
Lead Certification
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Your Funnel

Team Assessment

Ready

Your funnel, read back to you stage by stage — where leads come in, where they stall, and what the gap is worth.

Pipeline Funnel Stage Gaps Call Examples GCI Opportunity
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Personal

My Dashboard

Soon

Your personal performance snapshot — pipeline activity, scoring, session history, and goals in one view.

PipelineScoringSession HistoryGoals
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Learning
Certification

Lead Certification

The frameworks, language, and mindset behind every stage of the buyer journey.

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Open Lead Certification
Skill Building

Practice Lab

Live call simulations with AI buyers. Practice POP calls and handle objections before you spend a lead.

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Open Practice Lab
Live Coaching

Agent Mastermind

Intensive live coaching — weekly sessions, real accountability, and the tactical edge to close faster.

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Open Agent Mastermind
Team Analytics
Agents

Performance

Pipeline stats, ROI scores, GCI opportunity, and conversion metrics by agent.

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ISA

ISA Performance

Call-driven ISA funnel — speed-to-lead, contact rate, and appointment handoffs by ISA.

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Teams

Team Performance

Weekly snapshot trends for every team — lifecycle funnel metrics newest on top.

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Deals

Pipeline

Live deal flow — pipeline, pending, and closed volume with velocity and data-health checks.

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Geography

ZIP Performance

Property inquiry distribution, market density, and geographic performance insights.

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Calls Updating...

Call Intelligence

CALM scores, agent leaderboard, call recordings, and AI coaching feedback.

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Activity

M.A.I.T.s

Tour tracking, contest leaderboards, and buyer engagement metrics.

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Team Management
Roster

Team Management

Agent roster, roles, evaluations, interviews, goals, enrollment into Lead Certification and Agent Mastermind, and where every agent stands in each.

RosterEvaluationsLearning ProgressCourse Enrollment
Open Roster
Coaching Prep

Agent 360

Soon

Deep coaching preparation for any agent — performance data, Zoom call insights, session history, and goals all in one view.

PerformanceCall InsightsSession HistoryGoals
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Admin
Sales Intelligence

Team Assessment

Funnel analysis, performance benchmarks, and execution gaps for prospective clients. Build the case before the sales conversation.

Pipeline FunnelGCI OpportunityGap Cards
Open
Client Retention

ROI Calculator

Year-over-year performance reports for Zillow Flex teams. Preview and share a client-facing ROI report before renewal conversations.

YOY TransactionsGCI GrowthClient Link
Open
Coaching Intelligence

Team 360

Portfolio coaching scorecards for every team — aggregate CRM health, funnel motion, and team 1:1s. Open a team to drill into its agent roster.

Team ScorecardsCRM HealthAgent Roster
Open
Coaching Intelligence

Client Management

Your week with Team Leader clients — coaching pulse, upcoming calls from the calendar, and the prep brief for each session.

Coaching PulseUpcoming CallsSession Prep
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Learning Operations

Course Management

Full learning operations for both programs — class schedules, enrollments, cohort assignments, attendance, progress tracking, and graduation.

Lead CertificationAgent MastermindEnrollmentAttendance
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System

Platform Management

Users, roles, team configuration, magic links, access permissions, and platform-wide settings.

Users & RolesTeamsMagic LinksSettings
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Affiliate Program
Program Admin

Affiliate Program

Every affiliate and ambassador on the program, who manages each one, and the referrals they have brought in. Invites and manager access are granted from here.

RosterManagersInvites
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Partner Revenue

My Referrals

Everyone you have referred, how far each one has moved, and what it has earned you. Register a new referral here.

ReferralsEarningsAgreement
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