Agent Dashboard 2026
Set your 2026 goals
Enter your name and production targets. Everything auto-calculates from here.
"Consistency is the moat. Anyone can have a great week. Almost no one has 52 great weeks."
Year-to-date progress
Sales volume closed
$
M
$0M remaining
Progress to goal
0%
0
closings of 0
Rental volume closed
$
K
$0K remaining
Progress to goal
0%
0
leases of 0
Key numbers
Sales closings YTD
Goal: 0 transactions
Active listings
Keep 3+ live at all times
Active buyer clients
Keep 5+ in pipeline
GCI earned ($K)
Goal: $0K
Pipeline health — review every Monday
New leads / week
Target: 10+
Warm nurture
Target: 10+
Appts set / week
Target: 5+
Under contract
Never below 2
Closing in 30d
Target: 2–3
🎯
Today's north star
Set 2 appointments before end of day. Listing consults, buyer consults, and referral partner meetings all count. Two per day, every day, is the formula that closes the gap to your goal.
Today's activity
Outbound calls made
0
Target: 10 calls · 10 remaining
Appointments set today
0
Target: 2 appts · 2 remaining
Sphere touches today
0
Target: 10–15 · 10 remaining
Daily non-negotiables — 0 / 0 complete
Morning block
8:30 – 10:30 AM · sacred time
Priority
Review top 10 warm leads in CRM — note best call time for each before picking up the phone
Prep
Make 5 real phone calls — sphere, past clients, or warm leads. Calls only in this block.
Calls
Send 2 personalized video texts (20–30 sec) to hot leads — reference something specific to them
Video
Send 3 genuine sphere check-in texts — no pitch, just real connection
Sphere
Call 1–2 expireds from past 30 days in your farm area — your local knowledge gives you credibility
Expired
Respond to every inbound lead within 5 minutes of receipt
Leads
Revenue block
10:30 AM – 5:30 PM
Revenue
Listing presentations, buyer consults, showings — all pre-confirmed the night before
Revenue
At every showing: "Do you know anyone thinking of selling in this area?"
Referral
Post today's social content — video, market update, or listing. Prepared yesterday.
Social
Send curated listings to active buyer clients — personalized, not a mass send
Buyers
Brief check-in with every active buyer and seller — status update, no new problems left hanging
Clients
Referral block
Any 10 minutes — non-negotiable
Referrals
Write 1 handwritten note — rotate through your sphere top-30 list, 10 per month
Note
Check referral partner log — anyone not contacted in 30+ days gets a value text today
Partners
Did anyone send a referral this week? Thank them with a personal call — not a text
Thanks
Go somewhere today with people? Introduce yourself to 2 new contacts — genuine conversation first
Community
End-of-day wrap
5:30 – 6:00 PM
Wrap
Log all calls in CRM with outcome and next action date — no lead without a future touch
CRM
Did I hit 2 appointments today? If not — schedule makeup calls for 7:30 AM tomorrow
Check
Write tomorrow's top 3 calls on paper right now — brain primes overnight, morning stays frictionless
Prep
Send personal thank-you note or text to anyone met with today — especially listing appointments
Thanks
Add any new contacts to CRM with notes and a next touch date attached
CRM
Tasks complete today: 0 / 0
Mortgage news & local market data
Today's mortgage rates
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30-yr fixed
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15-yr fixed
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5/1 ARM
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30-yr jumbo
Source: Mortgage News Daily
📰 Mortgage & Housing News
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📊 Local Market Snapshot
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