Office snapshot
The whole office at a glance — who's licensed, what's open, what's missing, and how close you are to a report the Vault will take.
Agents
Your roster — licenses, expirations, mentor and TC arrangements, and each agent's onboarding checklist.
Transaction Files
Every deal file and its required-docs checklist. Check items off — the file's percentage updates live, and what's missing stays flagged until it's in.
Compliance Report
One tap builds the office report: compliance score, every file's completion, every deficiency, license expirations, onboarding gaps. Generate it at 100% and it sends itself to the Vault, locked. Anything less is a draft.
🔒 The Vault
Reports that hit 100% live here — locked, read-only snapshots of the office exactly as it stood. Drafts never get in.
Next: Jeff Glover — Mon, Oct 26 · 2:00 PM CT — Live agent Q&A