The Agent Tracker is where you coach, mentor and hold your agents accountable. See their goals and dreams, their assessments, their daily activity and their Google Calendar in one place, so every one-on-one becomes a real conversation instead of small talk.
Recruiting is the easy part. Agents leave when nobody is coaching them: no clear path, nobody watching their progress, nobody holding them to it and nobody who knows what they're working for. The Tracker fixes all four.
Onboarding lives in a group text, leads in a spreadsheet and tools in someone's bookmarks.
You can't coach an agent you can't see. Most leaders find out an agent stalled after they've gone quiet.
Nobody checks the calls, the appointments, the schedule or the business that actually got issued.
The biggest one. If you only ever talk numbers, you never learn what drives them, and they leave in the first few months.
Real coaching starts with knowing the person. These are the tools that turn a check-in into a conversation that changes careers.
Agents record the family, the dreams and the goals they're working for, and every goal ties back to a reason. When an agent stalls, you don't talk about quotas. You talk about the house, the trip or the family they told you about.
Agent DNA, Communication & Conflict, Growth Barrier, Strengths, Leadership & Recruiting and Motivation & Drive. The agent gets a full report, and you get a manager debrief on how to lead them. The report becomes the neutral third party, so hard conversations never feel personal.
Agents connect their Google Calendar and you see their schedule right inside their tracker. Help them plan a week that actually hits their goals, and see whether the appointments are really on the books.
Calls, pitches, appointments and points, day by day, plus six pipelines from Top 100 to Delivered. You see the activity behind the results, so you can step in early instead of after a bad month.
See your whole team at a glance: where every agent is in the system, their pipelines, trainings, submitted business and calls. Spot who needs you, then open their tracker and coach them.
Each agent logs in and works their own tracker. You see all of them, so you walk into every one-on-one already knowing where they stand. Click through the real screens below.
Uplines check production. Coaches know the person. The Tracker gives you everything you need to step into the coaching role and stay there.
Your agents see your brand, not ours. Set your agency name, logo and colors once, and they carry through the menus, the sign-in pages and every email your agents receive.
Agents check their tracker, log their calls and update their pipeline between appointments. Leaders check the team from anywhere.
Add your agency name, logo and colors. Guided setup walks you through every page.
Start from the standard system checklist and make it yours: phases, steps and contract levels.
Each agent gets their own login, sets their goals and dreams and connects their calendar.
Review goals, dreams, activity and calendars, then have the real conversation.
Coaching. It's where you mentor, develop and hold your agents accountable, with their goals, dreams, assessments, daily activity and calendar all in one place.
Yes. When an agent connects their Google Calendar, you can see their schedule right in their tracker, so you can help them plan their week and hold them to it. Agents edit their own calendar; you see it.
Each assessment gives the agent a full report and gives you a manager debrief on how to lead them, what to say and what to work on first, so your conversations go deeper.
No. Add your whole team. There's no cost per agent.
Yes. Every agent gets their own login and sees their own tracker. You see the whole team, and managers see their downline.
No. The Tracker carries your agency's name, logo and colors on every screen and every email your agents receive.
Yes. The system checklist, pipelines and stages, contract levels, onboarding page and sidebar links are all yours to edit, and every change can be undone.
An overview, the onboarding page, the system checklist, six pipelines, licensing by state, daily stats, goals, a Dream Board, six assessments and their Google Calendar.
Guided setup takes you page by page with a short video on each one, and sample agents show you the Tracker in action before you add your own.
Buy now, or book a demo and we'll walk you through it. Questions? Call (937) 795-6678.
Know what drives every agent, see what they're doing and help them get there.