Dashboard
2026 production overview
2026 Under Contract Pipeline
2026 Closed Production
PT 50 Tracker · Sep 1 – Aug 31 · $10M
Monthly Closings
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Upcoming Closings — Next 30 Days · gold rows = closing within 7 days
| Date | Client | Address | Agent | B/L | Sales Price |
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Pipeline
Active deals · green = new · pink = changed
Active
Closed History
Changes Log
| Client | Address | B/L | Agent | Closing Date | Sales Price | Comm % | Notes | CDA | Actions |
|---|
| Date | Client | Address | Agent | B/L | Sales Price | Comm % | GCI | Agent Net | Brokerage | Actions |
|---|
Running log of every deal change — add, edit (field by field), close, terminate, delete, CDA-sent toggles. Last 500 entries kept.
Add Deal
New pipeline deal — commission calculated automatically from your rules
📷 Drop dotloop screenshot here
or click to choose a file · or paste with Cmd+V / Ctrl+V
Auto-fills client names + emails
or paste text instead
David's policy: 1 per agent per cap year. Deal still counts toward production but does NOT add to brokerage paid-in.
Commission Calculator
Standalone calculator with full split logic
Agent Settings
Full agent profiles · cap rules · TC · wire info · edit anytime
Email Templates
Customize the body of generated emails. Placeholders in {curly braces} get replaced with deal data when the email opens.
CDA Email to Title
Sent when you click "Email to Title" inside the CDA modal. Placeholders:
{title_first} {address} {client} {agent_name}
{date} {title_company} {price} {pct}
{gross} {net} {disburse_lines} {concession_line}
Closed & Wired Email to Agent
Sent when you click "Close" on a pipeline deal. Placeholders:
{agent_first} {agent_name} {address} {client}
{date} {price} {wire_block} {cu_greeting}
Lease Paid — Email to BP Agent
Sent when you mark a lease invoice as paid. Placeholders:
{agent_first} {agent_name} {address}
{agent_net} {rent} {tenant_agent_block} (becomes "A check for $X has been written and mailed to {tenant_agent}" when there's an outside tenant agent, otherwise empty)
Google Review Request to Client
Opens after the Closed & Wired email. BCC'd to the deal's BP agent. Placeholders:
{client_first} {client_name} {agent_first} {agent_name} {review_url} {address}
Landlord Email — Lease Invoice Delivery
Sent when you click "Email Landlord" from the lease invoice preview. Greeting handles both single and dual landlords. BCC's the BP agent. Placeholders:
{greeting} (e.g. "Sheila" or "Sheila & David") {address} {agent_first} {agent_name}
Tenant-Agent Email — Listing-Side (Standard)
Sent when you click "Email Tenant Agent" on a listing-side lease — BP is paying their commission. Placeholders:
{tenant_agent_first} {tenant_agent_name} {address} {agent_first} {agent_name}
Tenant-Agent Email — Tenant Pays Their Own Agent
Coordination-only — used when the "Tenant pays their own agent directly" box is checked. Same placeholders as above.
Listing-Brokerage Email — Tenant-Side Invoice + W9
Sent when you click "Email Listing Agent" on a tenant-side lease — we're invoicing their brokerage. Placeholders:
{listing_agent_first} {listing_agent_name} {listing_brokerage} {address} {agent_first} {agent_name}
Second Notice — to Landlord (warm follow-up)
Sent via the "2nd Notice" button on a LATE listing-side lease (move-in >30 days, not yet paid). Relationship-first tone. Placeholders:
{greeting} {address} {amount} {lease_start} {days} {agent_first}
Second Notice — to Listing Brokerage (peer-to-peer)
Sent via the "2nd Notice" button on a LATE tenant-side lease. Placeholders:
{listing_agent_first} {address} {amount} {lease_start} {days} {agent_first}
Agent Caps
Live cap standings · click any agent to edit their profile
Lease Deals
Invoice tracking · W9 reminders · payment status
New Lease Deal
Invoice Tracker
Paid Leases
Step 1 — Who does our agent represent?
📷 Drop dotloop screenshot here
or click to choose a file · or paste with Cmd+V / Ctrl+V
Auto-fills tenant + landlord names + emails
or paste text instead
Tenant(s)
Landlord(s)
Landlord Side · Invoice goes to landlord
Check if there's no cooperating tenant agent. Edit the share below — defaults to full month rent.
Both sides are BP. Each agent pays $150 admin to the brokerage. Brokerage collects $300 total.
Check this when the tenant — not the landlord — is paying the tenant agent. We'll only invoice the landlord for OUR share, and the email to the tenant agent becomes a coordination note (no payment from BP).
| Start | Address | Our Client | Role | Agent | Invoice Amt | Invoice Sent | Status | W9 | Actions |
|---|
| Start | Address | Our Client | Role | Agent | Invoice Amt | Received (BP) | Agent Paid | Actions |
|---|
Cap Reports
Per-agent cap progress · brokerage tier tracking · CU team roll-up
Production Reports
Per-agent production · monthly / quarterly / annual · Pipeline by Date
Agent Production
Graph View
Pipeline by Date
Title Contacts
Every title company we've worked with · deduped contact list · auto-updates as deals close
Documents
Brodsky Properties file library · guides, protocols, brand assets, headshots
Office Dues
Monthly $150 per agent · totally separate from cap tracking
📊 Year at a Glance · Per-Agent YTD Balance
How much each agent has been billed year-to-date, how much they've paid, and what they still owe.
Client Directory
Every closed-deal client · filter, search, backfill missing emails
Sale Clients
Lease Clients
Click any row to jump to the deal's Edit form and backfill the email.
Lease clients are never counted in cap or production reports — this is a relationship-tracking view only.
Awards
Platinum Top 500 & Platinum Top 50 tracking
PT 500 · Sep–Feb · $2.5M
PT 50 · Full Year · $10M
PT 500 Submissions · Sep 1 – Feb 28 · $2.5M threshold
PT 50 Full Year · Sep 1 – Aug 31 · $10M threshold