Ops

Manage intakes, assignments, contacts, payouts, and follow-ups.

Intakes

Quick entry points for new leads and closed deal submissions.

Ops Tools

Jump into saved contacts, payout tracking, and follow-up tasks.

Assign Contacts

New leads from Lead Intake waiting to be reviewed.

Intake Deals

Deal Intake submissions waiting for review.

Add Contact

Save a homeowner or lead before attaching deals and follow-up tasks.

Add Deal

Attach a payout item to a saved contact and keep the status current.

Deal Intake

Add Follow-Up

Queue the next action so deals do not sit untouched.