Start the day with the records that need your attention
See active properties, new leads, unfinished tasks, upcoming showings, commissions and the weekly lead trend in one view, using the current records in your database.
6
Summary Cards
Properties · Active · Featured · Leads · Tasks · Occupancy
4
Work Widgets
Tasks · Showings · Commissions · Quick Actions
5
Leads Needing Attention
Five from up to 50 open leads, ranked by urgency
8
Recent actions
Last 8 activity log entries on screen
The day’s priorities on one screen
Six summary cards sit above the leads, tasks, showings and commissions that need a decision.
What the dashboard brings together
Six live summary cards
All Properties
The full property count; select the card to open the complete list.
Active Properties
Properties currently marked active; select the card to open the filtered list.
Featured
The properties you have chosen to highlight.
New Leads
Leads still marked New, with the weekly change displayed on the card, such as “+3 this week.”
Open Tasks
Unfinished tasks with either the overdue count or an “On track” note.
Occupancy
Occupied rental units as a percentage of all units in the portfolio.
Four working widgets
Tasks
Complete today’s tasks or add another without leaving the widget.
Showings
Today’s appointments, this week and the next four upcoming showings; cancellations are excluded.
Commissions
Commission records and progress toward the goal you set.
Quick Actions
Pin up to eight shortcuts, including Add Lead, Add Task, Record Note, Send Email, Schedule, Quick Call or a direct link to any module.
A practical four-step morning review
Read the six summary cards
Each card reflects the current database and opens the corresponding filtered records, giving you the top line before the first client call.
Open Needs Attention
The widget reviews up to 50 of the newest open leads and shows the five that need you most: a hot lead with recent activity, a lead that arrived in the last 24 hours, or one with no contact for several days, judged by the last touch rather than the creation date. Each carries its reason in plain words, such as “no contact for 4 days.”
Review tasks and showings
See what is due today and open the full record from any item.
Use a shortcut for the next action
Add a new lead or task from the dashboard. Quick Call opens the dialer and records that contact in the lead history.
See what the dashboard looks like with your records
We will walk through every card and widget in a 60-minute demo.
Book a Demo