Close

{{ fs.label }} {{ fs.value }}

{{ fr.text }}

{{ leadIdleNote }}

No password will open this

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Save

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{{ gpsSplit }}

{{ cvw.label }}

{{ lg.chip }}{{ lg.note }}

#

Agent

Production YTD

Cap progress

Cap year

Forecast

{{ a.rank }}

♛ {{ a.monogram }} {{ a.name }} MREA NOT IN LAST IMPORT

{{ a.sub }}

{{ tg.label }}

{{ a.volume }}

{{ a.unitsLine }}

{{ a.capPct }}

{{ a.capLine }}

{{ a.anniv }}

{{ a.annivMeta }}

{{ a.toCap }}

{{ a.likelihood }} {{ a.moveLabel }}

No agents match this view.

{{ rEmptyNote }}

Clear filters

{{ rMoreLabel }}

Cap progress is not estimated. Company dollar, each agent's own cap and their anniversary all come from the Command cap report; units, volume and the last closing come from the Multi-Year Trends CSVs. A figure that has not been imported reads as not loaded rather than as a zero. Nothing here is derived from volume, and no office-standard cap is ever borrowed for an agent who has not been given one. Where the real cap ledger is loaded. Courted potential-to-move comes straight from the export. Load the cap ledger under Data imports to make these exact.

Add a team Create

{{ teamMsg }}

The teams could not be read from the database, so this may not be empty.

No teams yet. Type a name above and create one, then name the rainmaker and add the people.

{{ t.rainmakerLine }}

{{ t.countLine }} · {{ t.teamNo }}

{{ t.openLabel }}

{{ pp.name }} {{ pp.role }} {{ pp.otherLabel }} ✕

Nobody on this team yet. Search a name below and add them.

{{ ro }}

+ {{ hh.label }}

Retire this team

{{ archLabel }} 📊 Cycle time 🗞 Activity feed

{{ permNote }}

{{ o }} Add

Adding opens the task so you can assign several people or build a handoff chain. Click any task title to reopen it.

{{ nd.kind }} Pinned Expired

{{ rxs.icon }}

+

{{ rx.icon }}

×

{{ nd.text }}

{{ nd.byIni }} 🥔

{{ nd.byLine }}

{{ nd.life }}

☑ {{ nd.ackCount }} {{ nd.ackLabel }}

{{ ih.file }}

{{ ih.meta }}

{{ ih.kind }}

{{ ih.when }}

Nothing imported yet this session.

{{ im.title }}

{{ im.note }}

{{ im.cadence }} {{ o }} {{ im.btnLabel }}

{{ cs.k }}

{{ cs.v }}

{{ cs.n }}

{{ o }} {{ o }}

+ {{ mt.label }}

{{ bk.label }}

{{ coMsg }}

{{ coUndoLabel }}

📎 Upload a blank form (.pdf) — same file name replaces the prior version

Reading the form fields…

{{ formsError }}

One or more forms are too large to keep in browser storage. They work now but need a re-upload after a page reload. Solved for good once Supabase is live.

Quick-fill from onboarding: {{ fp.name }}

Clear

{{ oneNote }}

{{ rs.k }}

{{ rs.v }}

{{ rs.n }}

{{ actLagNote }}

{{ as2.k }}

{{ as2.v }}

{{ as2.n }}

{{ actPersistence }}

Log the batch

{{ actLogMsg }}

{{ cs.k }}

{{ cs.v }}

{{ cs.n }}

{{ ct.label }}

{{ ct.v }}

{{ ct.note }}

No agents have come across yet. Switch a list on above and it will pull straight away.

Nobody here matches that. Everything pulled is still held; only this view is narrowed.

{{ ca.name }} Blacklisted Former agent Ours

{{ ca.office }} · {{ ca.rank }} in office

{{ ca.blLine }}

{{ ca.formerLine }}

{{ ca.listPct }} listing side

{{ cf.t }}

On: {{ ca.onLists }}

{{ ca.sourceLine }}

Volume

{{ ca.vol }}

{{ ca.change }}

Units

{{ ca.units }}

{{ ca.avg }} average

Live now

{{ ca.live }}

{{ ca.liveNote }}

Tenure

{{ ca.tenure }}

{{ ca.atOffice }} here

{{ courtedMoreLabel }}

{{ retrMsg }}

{{ coopMsg }}

Nothing has been read from Courted yet on this page. This is not a count of zero, it is the absence of an answer.

No saved searches or watchlists of yours have been found yet. Press Refresh from Courted and the Hub will ask. Lists belonging to the other KW Hawaii market centers are deliberately left out: they cover a different set of agents on a different MLS.

{{ cl.name }}

{{ cl.kind }}

{{ cl.switchLabel }}

{{ cl.count }}

{{ cl.countNote }}

{{ cl.openLabel }}

{{ cl.shortNote }}

{{ cl.syncLabel }}

{{ cl.agoLine }}

{{ cl.sourceLine }}

{{ cl.enabledLine }}

Blacklisted | Do not contact ({{ recBlacklistCount }}) Agents not welcome back or not a fit — {{ recBlacklistToggleLabel }}

+ Add to do-not-contact list

{{ bro.id }}

Add Cancel

{{ blSaveNote }}

{{ bro2.id }}

Save Cancel

{{ bl.name }}

{{ bl.reason }} · {{ bl.meta }}

Edit Remove

{{ ls.k }}

{{ ls.v }}

{{ ls.n }}

{{ leadsPipeline }}

{{ mreaTrackUrl }}

{{ mreaTrackLast }}

{{ mreaTrackNoneNote }}

{{ mreaTrackMsg }}

{{ mreaTrackGuard }}

{{ leadsEmptyNote }}

{{ leadsSyncLine }}

The roster below could not be checked against the tracker just now, so it shows the tags as they stand. Anyone added to the tracker since the last check would be missing.

{{ lt.name }} {{ lt.badge }}

{{ lt.when }}

{{ lt.platforms }}

{{ lt.sharedNote }}

{{ lt.closings }}

{{ lt.co }}

{{ lt.disputedNote }}

{{ leadsSharedNote }}

{{ ceBulkAskLine }} Yes, remind them Cancel

✉ Remind everyone behind + Add agent record

{{ ceImpBusyNote }}

{{ ceImpErrorNote }}

{{ ceImpTitle }}

{{ ir.name }} {{ ir.line }} {{ ir.matchNote }}

Apply to roster Discard

✓ {{ ceImpMsg }}

⚠ {{ ceAlertLine }}

{{ ce.agentName }} Not in last import Offboarding {{ ce.offNote }} Unlicensed Admin No DCCA license, CE and renewal n/a {{ ce.licLabel }} {{ ce.coreALabel }} {{ ce.coreBLabel }} Electives / 14 {{ ce.totalLine }} {{ ce.ceStatus }} {{ ce.remLabel }} {{ ce.adminToggleLabel }} {{ ce.removeLabel }}

HBR membership

Due Dec 31 annually · {{ hbrMemNote }}

HBR MLS

Due Jun 30 annually · {{ hbrMlsNote }}

{{ rn.agentName }} Offboarding {{ rn.offNote }} Unlicensed Admin Membership: {{ rn.memStatus }} MLS: {{ rn.mlsStatus }} {{ rn.remLabel }}

Owes HBR

{{ fn.line }}

Fines are logged from Data imports and live on the agent's file, shown here only so you know money is outstanding.

{{ sst.label }}

✓ {{ opRemindersMsg }}

✓ Posted to Desk Notes at {{ opDigestPosted }}: {{ opDigestText }}

📎 Upload the itinerary doc, PDF, or a screenshot. We'll pull the entries Read these entries

Reading the itinerary and pulling out dates, locations, and times… {{ opExtractPass }}

{{ opExtractError }}

{{ opExtractDone }}

Signing for

{{ pgTrackedVersion }}

The edition is set by whichever release is out for signature, not typed here, so a signature on file always names the manual it was given for. Open or close a round on its own row in the release history below. Sent via DocuSign and archived to Drive; log it here once the signed copy is filed. The roster follows onboarding and offboarding on its own.

Due date for the next round you open

{{ pgAckMsg }}

Upload new P&G version Reading… {{ pgVersionUploadDone }} {{ pgVersionUploadError }}

Read on this machine only, and not yet saved to the database, so it cannot collect signatures until it is added as a release. Signatures are never carried over from the previous edition: each release collects its own.

Agent

Drive link to signed copy

Date signed

Log signed copy

{{ sg.name }} {{ sg.whenFmt }} Open ↗ ×

{{ pgNotSignedCount }} not yet on file

{{ ns.name }}

{{ vr.v }}

{{ vr.status }} Signing

{{ vr.format }}

{{ vr.roundNote }}

{{ vr.roundLabel }}

Updated

{{ vr.releasedFmt }}

Effective

{{ vr.effectiveFmt }}

{{ vr.changeCount }}

{{ sm }}

{{ vr.note }}

{{ vr.btnLabel }}

{{ vl.label }} ↗

Approved by {{ vr.approvedBy }}

Add to the board

{{ ideaCount }}

Overdue agent balances

{{ lgGlanceOverdueAgent }}

{{ mt.cat }} {{ mt.refLabel }} Needs a look

{{ mt.title }}

{{ mt.partyFmt }}

{{ mt.notePreview }}

Agent {{ mt.agentFmt }}

{{ mt.agentBadgeLabel }}

File {{ mt.fileFmt }}

{{ mt.stShort }}

{{ mt.stRest }}

{{ mt.openedFmt }}

{{ mt.closedOnFmt }}

Next date

{{ mt.nextFmt }} · {{ mt.nextIn }}

{{ mt.nextLabel }}

{{ mt.caret }} 💬 {{ mt.talkCount }}

Status from uploaded documents

{{ mt.autoSummary }}

Re-synthesized automatically each time a new file is processed, not editable directly.

Where it stands

{{ mt.note }}

Counsel

{{ mt.counsel }}

Opposing counsel

{{ mt.opposingCounsel }}

Policy section

{{ mt.pgSectionId }}

Exposure

{{ mt.exposure }}

Risk level

{{ mt.riskLevel }}

Mail

{{ mt.mailNote }}

Mark as checked

{{ mt.reviewedFmt }}

{{ mt.editToggleLabel }}

{{ so }} {{ ro }} {{ pso }}

Total legal expense & cost split, for renewal tracking

{{ spo }}

Save changes Cancel

Saved to this browser only, moves to Supabase once that's wired up.

Payment

{{ py.k }}

{{ py.v }}

Deductible remaining

{{ mt.remainingDedFmt }}

Paid vs. claimed

{{ mt.claimBalanceFmt }}

Invoices outstanding

{{ mt.outstandingInvFmt }}

Total legal expense

{{ mt.legalExpenseFmt }}

Counts toward next year's renewal, regardless of who paid

Agent split at time of incident

{{ mt.agentSplitLabel }}

{{ tb.k }}

{{ tb.v }}

{{ mt.unaccountedFmt }} — the three shares don't add up to the total legal expense yet.

Agent owes

{{ mt.agentBalanceFmt }}

{{ mt.agentPaidFmt }} paid of {{ mt.agentOwedFmt }} billed

Payment plan

{{ apo }}

Next installment due

Date

Amount

Method

{{ ap2.date }}

{{ ap2.amountFmt }}

{{ ap2.method }}

×

Log payment

Timeline

Open Drive folder ↗ Upload files

Drop in documents, letters, invoices, or attorney emails (.pdf, .docx, .eml) — select multiple at once. Claude reads each one, adds it to the timeline with a short summary, and fills in blank fields (opposing counsel, next deadline, amounts) without overwriting what's already there.

{{ ul2.text }}

{{ tl.dateFmt }} {{ tl.kindLabel }}

{{ tl.label }}

Source: {{ tl.sourceFile }} ×

Date

Atty file #

Firm / payee

Invoice #

Due

Paid

Status

{{ iv.date }}

{{ iv.attorneyFileNo }}

{{ iv.payee }}

{{ iv.invoiceNo }}

{{ iv.amountDueFmt }}

{{ iv.amountPaidFmt }}

{{ iv.stLabel }}

×

Invoiced total {{ mt.invoicedTotalFmt }}

Log an invoice manually

Add row

Hub tasks

{{ lt.title }} {{ lt.status }} {{ mt.taskToggleLabel }}

{{ o }} {{ o }}

Add to the task board Cancel

On the record

{{ mt.discussCount }}

Open in chat →

Could not open this conversation. Nothing here is missing, it just did not load.

{{ mt.discussErr }}

Try again

Opening the conversation on this file.

Ask directly {{ da.mark }} {{ da.avText }} {{ da.who }} no sign in You are the only person with legal access, so nobody else can see this yet.

{{ mt.discussAskLine }}

{{ mt.discussWaitingLine }}

Nothing said yet. Ask the first question and it stays attached to this file.

{{ mt.discussMoreLabel }}

{{ dm.avText }}

{{ dm.who }} {{ dm.when }} {{ dm.toLine }} ✓ Sent

{{ dm.body }}

{{ df.secsFmt }} 📄 Open

{{ df.name }} {{ df.meta }}

{{ mt.discussFileErr }}

×

Going with this note

▶

📄

{{ dp.name }}

×

{{ mt.discussUploadNote }}

📎Attach {{ mt.discussSendLabel }}

Everyone with legal access to this matter can read this. Nothing sent here can be edited or deleted.

{{ dl.title }}

{{ dl.nextLabel }} · {{ dl.cat }}

{{ dl.nextFmt }}

{{ dl.dueTxt }}

No next dates are being tracked yet. Dates live inside the notes on each matter, not in a date field, so this list stays empty until one is set. Treat it as nothing recorded, not nothing due.

{{ ls.k }}

{{ ls.v }}

{{ ls.n }}

{{ fg.k }}

{{ fg.v }}

{{ fg.n }}

Sub-limits inside the aggregate

{{ sl.k }}

{{ sl.vF }}

{{ sl.n }}

Ways the $10,000 deductible comes down

{{ dr3 }}

Endorsements attached

{{ en2 }}

Property management is covered by endorsement

{{ lgPmNote }}

Where notice goes

{{ lgNotice }}

{{ lgSurplus }}

{{ cf.k }}

{{ cf.v }}

{{ cf.n }}

Insuring agreements & limits

{{ cv.k }}

{{ cv.v }}

{{ cv.r }}

{{ cv.n }}

{{ cyExtendedReporting }}

Who to contact

{{ cc2.name }}

{{ cc2.title }}

{{ cc2.phoneLine }}

{{ ct.role }}

{{ ct.name }}

{{ ct.title }}

{{ ct.email }}

{{ ct.phone }}

{{ ct.note }}

Firm & focus

Rate

Panel status

{{ pa.firm }}

{{ pa.attorney }}

{{ pa.focus }}

{{ pa.note }}

{{ pa.rate }}

{{ pa.retainer }}

{{ pa.status }}

{{ pa.sinceNote }}

Currently on: {{ pc.title }}

{{ lgRenewalTermLabel }}

{{ lgNoOpenDateNote }}

{{ rf.k }}

{{ rf.v }}

{{ rf.n }}

Prior policy terms

{{ rf2.k }}

{{ rf2.v }}

{{ rf2.n }}

Export loss run (CSV)

{{ os.k }}

{{ os.v }}

{{ os.n }}

No subleases loaded. Desk and office tenancies are lease records. They live in the database behind the permission rules, not in this page. Send the signed agreements to your market center admin and they will be seeded.

{{ sb.agent }}

{{ sb.since }}

{{ sb.suite }}

{{ sb.officeName }}

{{ sb.sqft }}

{{ sb.rate }}

{{ sb.psf }}

{{ sb.status }}

{{ sb.special }}

{{ sb.notes }}

{{ nt.label }}