Leads This Month

...

+0%

Deals Closed (YTD)

...

+0

Open Tasks

...

+0

Gross Commission (YTD)

...

+0%

AI Command Layer — Current Missions

Time saved this week: ...

    No active missions.

Lead Status Distribution

View Leads

Today's Calendar

Calendar component placeholder.

"The secret of getting ahead is getting started."

- Mark Twain
124 Clients Helped So Far
This Month's Revenue vs. Target (78%)
My Vision Board
0/0

Daily Tasks

Today's mission

Weekly Appointments

0 of 10 booked

Monthly Revenue

$0 of $50k target

Today's Mission

  • Loading tasks...

Momentum Cards (AI Suggestions)

Call these 3 hot leads now to double your close probability.

Publish listing 123 Main St by 5 PM for +35% visibility.

Celebration Feed

  • You just hit 50% of your monthly revenue target! 🎉15m ago
  • Jane Doe booked 3 new showings today.1h ago

My Vision Board

Car
New Car
Est. 45 days

AI Command Layer

Orchestrate agents, manage missions, and run powerful workflows.

Active Missions

0 Running

No active missions. Describe a goal in the prompt bar to start one.

Mission History

Mission Goal Agent Used Status Completed At
No missions have been completed yet.

Generate Ad Copy

Draft compelling ad copy for a property or a general marketing campaign.

Build Meta Campaign Script

Open a detailed builder to create a complete Meta (Facebook/IG) ad campaign.

Analyze Campaign Performance

Get AI-powered insights on a saved campaign or by uploading a CSV report.

Run Sentinel Compliance Scan

Analyze legal documents for risks, errors, and compliance issues.

Optimize All Listing Content

Use AI to regenerate the title and description for an attached listing.

Craft a New Listing Title

Generate catchy, SEO-friendly titles for an attached property listing.

Optimize Listing Description

Rewrite and enhance the description for an attached property listing.

Compose Video Ad Script

Open a modal to generate a scene-by-scene script for a real estate video ad.

Plan Editorial Calendar

Redirects to FlowCore's advanced content strategy and scheduling tool.

AI Lead Follow-up

Engage an attached lead with an automated follow-up sequence using Rocket-Bot.

Data Hub

Recent Imports

File Size Uploaded Actions
No files uploaded yet.

Data Ingestion

Drop files here or click to browse

Supports CSV, XLSX, PDF, JPG, PNG

AI Analytics

Key Metrics

...
...
...
...

Skill Usage Breakdown

Automation Settings

Manage global rules and individual agent permissions for the AI Command Layer.

Global Operating Window

and

Global Cost & Safety Limits

Rocket-Bot

Monitors and engages new leads automatically.

Gear-Golem

Broadcasts new listings to buyer leads.

Quill-Sentinel

Scans documents and chases missing signatures.

Chrono-Sprite

Auto-books showings and follow-up calls.

Insight-Oracle

Emails weekly KPI snapshots.

Lead Engine

Capture, qualify, and segment every prospect in one place.

28Website Forms
NameSourceStatusScoreLast ActivityOwnerActions

Total Leads

0

Conversion Rate

0%

Avg. Lead Score

0

Top Source

N/A

Lead Source Breakdown

Lead Status Distribution

Select a Lead

Select a lead from the left to view their conversation history.

Listing Studio

Create, optimise, publish and track every property listing from one workspace.

Active Listings

...

View All

Total Portfolio Value

...

Based on active listings

Average List Price

...

From active listings

Avg. Days-on-Market

...

-3 days

Listing Details Price Status Assigned Lead Actions

Deal Room

Track every transaction from offer to close, manage compliance, documents and commissions in one place.

Offer Accepted0
Inspections0
Financing0
Escrow0
Closing0
Property Address Buyer / Seller Stage Close Date Commission Status
42 Pine St, Miami Jane Cooper Financing 07/15/2025 $31,250
186 Oak Ave, Coral Gables John Smith Inspections 08/01/2025 $21,875

Active Deals

0

Volume in Escrow

$0

Avg. Days-to-Close

0

Est. Pending Commission

$0

Commission Forecast (by Month)

Deals by Stage

Settings

Control your account, plan, security, integrations and everything that powers TotalFlow.

Public & Professional Profile

U

Tax Profile

Accurate information here is essential for automatic tax liability estimations.

Contact & Account Information

Current Plan

Loading Plan...

...

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Change Plan

Manage Billing

Manage your payment method, view invoices, or cancel your subscription at any time.

FlowSpark 4.1 Tokens

... / ... General purpose AI tasks

FlowTitan 4.1 Tokens

... / ... Advanced agents & analysis

Manage Your Plan

Need more tokens or advanced features? Upgrade your plan to boost your productivity.

Upgrade Plan

Connections

  • Google Gmail

    Checking status...

  • Google Calendar

    Not connected. Required for calendar sync.

Password

Two-Factor Authentication (MFA)

Status: Disabled. Add a verified phone number to your profile to enable MFA.

Theme

Your Data

Consent

Privacy Policy | Terms of Service

Calendar & Appointments

Plan showings, calls, tasks and get automatic reminders tied to every deal and lead.

June 2025

Finance & Tax

Track every dollar, forecast cash flow, and get ready-made tax reports.

Net Profit (MTD)

$0.00

Cash on Hand

$0.00

Estimated Tax Liability

$0.00

Upcoming Escrow Releases

$0.00

Income Ledger

Date Category Vendor Amount Taxable Receipt
06/18/2025 Commission DEAL-001 $15,000.00 Yes

Note: Expenses from connected bank feeds are auto-categorized by AI and can be edited.

Expense Ledger

Expenses (MTD)

$0.00

Net Profit Impact (YTD)

$0.00

Expense Ledger

Date Category Vendor / Payee Linked Item Amount Deductible Payment Method Tags Receipt
0 auto-imported transactions waiting review. Mark All Reviewed Last bank-sync: Today at 9:15 AM

Escrow Ledger

DateDeal Ref.TypeAmountRunning BalanceActions
 

Commission Manager

Pending Commission

$0.00

Ready for Payout

$0.00

Paid (YTD)

$0.00

Avg. Net Commission

$0.00

Property Gross Commission Split % Referral Fee Net to Agent Status Payout Date Actions
                                                                                   

Recurring Bills

Service Amount Cadence Next Due Date Actions
TotalFlow CRM Plan $199.00 Monthly 07/01/2025

YTD Gross Income

$0

YTD Deductible %

0%

Next Payment Due

N/A

Est. Amount Due

$0

Q1 (Jan 1 - Mar 31)

Pending

Est. Amount Due: $0.00

Due Date: April 15, 2025

Q2 (Apr 1 - May 31)

Pending

Est. Amount Due: $0.00

Due Date: June 15, 2025

Q3 (Jun 1 - Aug 31)

Pending

Est. Amount Due: $0.00

Due Date: September 15, 2025

Q4 (Sep 1 - Dec 31)

Pending

Est. Amount Due: $0.00

Due Date: January 15, 2026

Generated Forms (2025)

Generate year-end tax documents based on your recorded data.

File NameDate GeneratedActions
No forms generated for this year.

Tax Profile

Your tax profile is not yet configured. Click "Edit Profile" to get started.

Property Portfolio

Your agency's internal database of properties available to propose to leads.

Map Loading...

Properties

No managed properties found.

Address Type Asking Price Status Actions

Total Properties

0

Total Portfolio Value

$0

Occupancy Rate

0%

Avg. Property Value

$0

Property Type Distribution

Portfolio Value by City

Valuation & Tax Summary

Address Status Asking Price Annual Taxes
Loading financial data...

Analytics Vault

One place to explore every metric from leads to closings, marketing to AI usage.

Leads Captured

...

Listings Published

...

Deals Closed

...

Net Profit

...

Lead Source Effectiveness

Top Performing Source

--

Most Leads Generated

--

Highest Avg. Score

--

Highest Conversion Rate

--

Leads Generated by Source

Source Performance Breakdown

Source Name Leads Generated Qualified Leads Conversion Rate Average Lead Score

Listing Insights & Performance

Active Listings

0

Total Portfolio Value

$0

Average List Price

$0

Average Days on Market

0

Listings by Type

Listings by Status

Top Performing Listings

Ranked by a combination of price and time on market.

Listing Status List Price Days on Market Performance Score

Deal Velocity & Pipeline Health

Avg. Time to Close

--

Stale Deals (>14d)

--

30-Day Closing Forecast

--

Active Pipeline Value

$0

Deals per Stage

Stale Deals Requiring Attention

Property Current Stage Days Since Last Update

Financial Overview

Net Profit (YTD)

$0

Total Revenue (YTD)

$0

Total Expenses (YTD)

$0

Avg. Transaction Value

$0

Monthly Income vs Expenses (YTD)

Top Expense Categories

Financial Summary (YTD)

Month Gross Revenue Total Expenses Net Profit

AI Token & Usage Analytics

FlowSpark 4.1 Tokens

0 / 50,000 Resets on your plan cycle date.

FlowTitan 4.1 Tokens

0 / 1 For specific high-priority features.

Daily Token Consumption (Last 30 Days)

Automation Efficiency

Hours Saved (YTD)

...

↑ 12 hours (last week)

Workflows Active

...

Error Rate

...

↑ 0.1%

Hours Saved Trend

Top Agents by Time Saved

Agent Hours Saved Actions
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Networking & Referrals

Referrals Generated

25

↑ 5 (last month)

Referrals Accepted

18

↑ 3 (last month)

Fee Revenue (YTD)

$15,000

↑ $2,500

Avg. Fee %

1.5%

Referrals Trend

Referral Source vs Close Probability

Networking & Referrals

Build relationships, exchange referrals, and track your earnings across the FlowNetwork.

Agent Feed

  • Jane Doe listed a new property.
    2m ago
  • John Smith requested a referral.
    15m ago
  • Alex Green earned the 'Fast Closer' badge.
    1h ago

Referral Opportunities

  • Buyer for Miami, FL (33131) From: Jane Doe (Pre-qualified, $750k budget)
    25% Fee
  • Seller for Coral Gables, FL From: John Smith (Luxury Condo)
    30% Fee
  • Renter for Fort Lauderdale, FL From: Alex Green (Immediate Move-in)
    15% Fee

My Badges

DetailsFeeStatusActions
Buyer for 33133
25% Open
Details Fee Status

Fee This Month

$2,500

Pending Fee

$8,750

Avg. Fee %

28%

Deals via Network

4

DateSource AgentPropertyStatusAmount
06/15/2025Jane Doe456 Ocean Dr$2,500.00

Agency Dashboard

A high-level overview of your entire agency's performance metrics.

Total Leads

--

+0%

Pipeline Value

$0

$0

Closed Deals (YTD)

0

+0

GCI (YTD)

$0

$0

Lead Inflow vs. Conversion

Revenue vs. Net Profit

Agent Leaderboard

Agent Leads Assigned Deals Closed GCI (YTD) Avg. Close Time
Loading leaderboard data...

Team Members

UserAgency RoleTokens AssignedActions

Total Agency GCI (YTD)

$0

Total Member Payouts

$0

Est. Agency Tax Liability

$0

Avg. Member Tax Rate

0%

Agency Tax Liability by Quarter

Member Tax Profile Status

Agent Status

Total Revenue (YTD)

$0

Total Expenses (YTD)

$0

Net Profit (YTD)

$0

Profit Margin

0%

Monthly Financial Performance

Expenses by Category

Total Agency Leads

0

Agency Conversion %

0%

Top Performing Agent

N/A

Top Lead Source

N/A

All Agency Leads

Lead Name Source Status Assigned Agent

Total Active Listings

0

Total Portfolio Value

$0

Avg. List Price

$0

Avg. Days on Market

0

Listings by Agent

Listings by Status

Total Properties

0

Total Portfolio Value

$0

Avg. Property Value

$0

Overall Occupancy

0%

Agency Property Distribution

Map Loading...

Active Pipeline Value

$0

Closed Volume (YTD)

$0

Avg. Deal Cycle

0 days

Closing Ratio

0%

Agency Deal Funnel