Dashboard
Welcome back! Here's what's happening with your deals today.
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Total Leads
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Active Deals
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Emails Sent Today
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Agent Actions Today
Quick Actions
Recent Activity
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Hot Leads
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Agent Status
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Profits
Total Profit
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Total Deals
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Avg Profit/Deal
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By Deal Type
By State
Successful Leads
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Problems
Click to load problems
Contracts Needing Sale
Click to load contracts
Advanced Features
Lead Management
Manage and track all your leads in one place
| Lead ID | Address | Alerts | Status | Deal Type | List Price | Max Offer | Agent | Actions | |
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Deal Pipeline
Track deals through each stage of the sales process
Lead Intake
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Qualification
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Negotiation
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Under Contract
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Closed
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Lead Tracking & Status
| Lead ID | Address | Stage | Status | Working | Intervention Needed | Last Action | Actions |
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Dispo (Riley)
Manage buyer blasts and offers
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AI Agent Team
Your intelligent team of AI agents working 24/7
Morgan Reviews
Items Morgan flagged for review
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Analytics & Insights
Data-driven insights to grow your business
Leads by Status
Leads by Deal Type
Pipeline Conversion
Agent Activity
Conversion Rate
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Avg Days to Close
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Total Leads
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Hot Leads
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Active Deals
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Emails Sent Today
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Agent Actions Today
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Settings & Configuration
Manage your account and system preferences
System Health
API Configuration
API Server: http://localhost:3000
User Role (local)
This only controls which buttons are enabled in this UI. Backend still enforces API key/roles.
Current role: owner
Backups
Trigger a manual backup (respects backend permissions).
DocuSign Tasks
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