For the agent
Today
The day's conversation target, logged in one tap, with a 28-day consistency strip. This is the screen that has to earn a daily open.
SIGNATURE
REALTY NJ
The Business Planner
An onboarding and accountability platform built for Signature Realty NJ — so a new agent's first ninety days run to a plan instead of to memory, and operations can see who is slipping before it becomes a resignation.
The brief
Three problems, one system
The request was for a system that onboards new agents, holds them accountable, and keeps them using the platform. Those sound like three problems. They are one, and it has a shape: a new agent's first ninety days decide whether they produce, and nobody can see inside those ninety days until it is too late.
Onboarding is currently something that happens in a folder, a group chat, and somebody's memory. Accountability is a conversation that happens after a bad month rather than during a quiet week. And a platform only gets used daily if it holds a number the agent actually cares about.
The planner solves the third problem in a way that pays for the first two: it holds the agent's cap progress, so logging work is in their interest, and everything operations needs to see is a by-product of them doing it.
What was built
Two surfaces on one set of numbers
Agents see their own work. Operations sees the whole brokerage. Neither view is a report anybody has to assemble — both are the same live data, read from different ends.
For the agent
Onboarding
The full ninety-day track, in its own workspace so it never crowds the business plan. Operations owns the administrative items, so a new agent never chases their own licence transfer.
For the agent
Scorecard
Their GCI goal worked backwards into a daily number, a weekly trend against required pace, and an editable log.
For the agent
Business & Academy
Cap progress against their actual plan, closings, and the Agents Rock Academy curriculum, released phase by phase.
For operations
Brokerage overview
Who is onboarding, average track completion, closed GCI, and how many agents logged nothing this week.
For operations
Roster
Search and filter by office, invite an agent, and open anyone's track, scorecard and production in one place.
The mechanism
One number an agent can hit before lunch
Accountability systems fail when they ask people to report on outcomes they don't control. An agent cannot decide to close a deal this week. They can decide to have conversations.
So the planner takes the only number an agent genuinely owns — their GCI goal — and works it backwards: goal, to closings, to appointments, to conversations, to a number for today. Change any assumption and the whole chain recalculates in front of them. That transparency is what makes the number feel like theirs rather than a quota.
Everything operations needs is then a by-product. Nobody fills in a report; the report is the residue of the work.
Onboarding
The ninety-day track
Thirty-three items across four phases, modelled on the real New Jersey path to production: licence transfer, board and MLS, tools, sphere, appointments, first listing. Each item is owned by either the agent or operations, and each has a day it is due.
PHASE 01
Week one
Days 1–7 · 12 itemsPaperwork, licence transfer, MLS, board, email, CRM, lockbox. Mostly operations-owned by design.
PHASE 02
Foundation
Days 8–30 · 8 itemsSphere imported and called, Academy foundations, shadowing, first open house.
PHASE 03
Activation
Days 31–60 · 7 itemsFarm chosen, listing presentation certified, 100 conversations, first buyer agreement.
PHASE 04
Production
Days 61–90 · 6 itemsFirst listing taken, first contract written, and the ninety-day review with operations.
Pace is measured honestly
The track is front-loaded — twelve of the thirty-three items fall in week one. A naive progress bar would show every new agent comfortably ahead. The planner measures each agent against what is actually due by now, and any required item past its date pulls them out of "on pace" regardless of the percentage.
Why agents will open it
The cap tracker
Distance to cap is the most motivating number in an agent's working life, and it is usually the one they have the least visibility on. The planner puts it on the home screen, against the brokerage's published terms.
It only moves when the agent logs a deal. That is the engine: the feature agents want most is the one that keeps the data current for everyone else.
| Plan | Split | Cap | Revshare tiers | After cap |
|---|---|---|---|---|
| Silver | 60 / 40 | $10,000 | 1 | 100% commission |
| Gold | 70 / 30 | $15,000 | 5 | 100% commission |
| Platinum | 80 / 20 | $20,000 | 8 | 100% commission |
Where it stands
What is real today
Every screen, calculation and interaction in the preview is real and finished. What is not yet connected is the database behind it — today the preview keeps its data in the browser, which is why it can be opened and explored by anyone with the link, and why nothing in it is shared between people.
| Preview today | On going live | |
|---|---|---|
| Screens and calculations | Complete | Unchanged |
| Onboarding track & Academy | 33 items, 29 modules | Editable by operations |
| Cap and commission logic | Complete | Unchanged |
| Where data lives | In your browser | Secure database |
| Sign-in | Pick a profile | Invite-only email link |
| Shared between people | No | Yes |
| The roster | Eight sample agents | Your agents |
On the sample data
The eight agents in the preview are invented, and every figure attached to them is generated. They exist to show the system with a brokerage's worth of activity in it. Nothing in the preview reflects real Signature people or real production.
Next
What going live takes
The database design, its security rules and its reference content are already written. The remaining work is connection and setup, not construction.
- 01Stand up the databaseSchema, access rules and the full onboarding and Academy content are written and ready to run.
- 02Connect the app to itEvery data call in the app already has the shape it needs; only the connection changes.
- 03Confirm the real contentOperations reviews the ninety-day track and Academy list, and edits anything that doesn't match how Signature actually works.
- 04Load the roster and inviteAgents are added by email; their plan, office and start date apply the first time they sign in.
- 05Pilot with the next intakeRun it with the agents who join next, before rolling it back across everybody.
- Worth deciding early: whether the ninety-day track above is the one Signature wants to hold agents to, or a starting point to edit. It is the spine of the whole system.
- Also worth deciding: whether deals are entered by agents or by operations. The preview lets agents enter their own, which keeps the cap current but means the figures are agent-reported until reconciled.
See it
Open the preview
signature-business-planner.pages.dev
No password. Choose a profile on the way in and the whole system is explorable.
- Start as Signature Operations for the brokerage view — note the agent flagged as having gone quiet.
- Open Tom Brennan from the roster: ten days in, already slipping.
- Switch to Marcus Reyes to see the same system from an agent's side — his daily number, his track, his cap.
- On his Business screen, change the GCI goal and watch the daily number move.