Upcoming Contract Deadlines
Calculated live from each transaction's contract date — earnest money, inspection, and TRR deadlines. Nothing to add or check off, this just keeps you looking ahead.
Coming Up
Weekly CIMS Goals
Commission Tracker
Recent Activity
View all activity →Brain Dump
Get everything out of your head — type it or talk it out, one thought after another. Then split it into separate tasks you can review before saving. Tip: pause or say “next” between thoughts and we'll break them apart for you.
Today
Past Entries
Assigned to Me
Tasks a teammate assigned directly to you. These also appear on your regular Tasks list.
Assigned by Me
Tasks you've handed off to teammates, with their current status.
Compose Message
Recipients
Sending Summary
Communication Log
Client Database
| Client | Rank | Type | Status | Last Contact |
|---|
Your Buyer Searches
Today's Connects
A fresh set of clients comes up each weekday (Mon–Fri), cycling through your whole book about every 12 weeks — plus automatic 1-week / 1-month / 6-month / 12-month check-ins after a closing. Tap Skip for anyone you're not reaching out to today.
This Week
Check off each box as you go this week. For Connect, jot down who you reached out to — pick an existing client or just type a name.
Your Tasks
Offer Requests
Your Transactions
| Address | Purchase Price | Earnest Money | Status | Closing |
|---|
Admin
Everyone at your brokerage with access to this app. Deactivating someone signs them out immediately and blocks them from getting back in — their data stays intact, nothing is deleted.
| Name | Role | Status |
|---|
CIMS Report
Per-agent CIMS progress for any period — pick a week, month, quarter, or year (or a custom range). Aggregate counts only; you won't see whose clients or tasks these are. Goals scale to the length of the period.
| Name | Connect | Invite | Market | Serve | Last Active |
|---|
Approved Emails
Only these email addresses can create an account — by Google or email/password. Add a teammate's email here before they sign in for the first time. Everyone who already has an account is automatically approved.
| Added |
|---|
Account
Team Mode
Turn this on to assign tasks to teammates and see a Team Tasks list in your sidebar — tasks others assign to you, plus tasks you've assigned to others, with their status. Your clients and transactions stay private either way; this only affects tasks.
Color Theme
Pick a color theme just for your view — this only affects your own screen, not anyone else's.
Dashboard Quote
Customize the handwritten quote under your name on the Dashboard.
Google Calendar
Connect your Google Calendar to see your schedule on the Dashboard and add events directly from here.
Checklist Templates
Build a standard checklist for each transaction type. New transactions of that type will auto-fill with these items instead of starting blank.
Cap Settings
Cap Year Details
Connect Rotation Settings
Choose which client ranks are included in your weekly Today's Connects rotation. Closing-anniversary check-ins (1-week/1-month/6-month/12-month) always show regardless of these settings.