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The planner is one system with two faces. An agent opens it to find out what to do today. Operations opens it to find out who is drifting. Both read the same numbers. Onboarding has its own workspace, one switch away at the top of every screen, so the ninety-day track never crowds the business plan. Below is a door into each.
An agent partway through his first ninety days. He is behind, and the app is not subtle about it.
What the office sees. Same data, aimed at the question of who needs a conversation this week.
Since you last looked. You asked for onboarding to be separate from the business plan, and now it is. It has its own workspace and its own screens. The business side shows nothing from the track except one line saying how many items are due. The switch between the two sits in the top left, next to the wordmark. The full list of what moved is in the release notes (opens in a new tab).
No password, nothing to install. Each link opens in a new tab and signs you straight into that view, so this page stays where it is behind them. You can move between them at any time from the account menu in the top right — Switch profile — so one link is enough to see all of it.
If you only have five minutes
This is the loop the whole system exists to close. It reads best in this order.
Four agents are inside their first ninety days. Tom Brennan is a couple of weeks in and already flagged — not because he is behind overall, but because items that were due by now are not done. Pace is measured against what the track asked for by today, not against the finish line.
Kevin Duong is an established agent, not an onboarding one, and he has logged nothing this week. He appears under Needs a conversation. An agent who has stopped talking to people is the earliest signal you get, and it is the one that never reaches the office on its own.
You get his ninety-day track and nothing else. The items marked OPS are yours, not his. He never chases his own licence transfer. His scorecard, cap and Academy progress are on his business record, one click away. The two never share a screen.
Same system, his side of it. One number for today, the streak underneath it, and one line pointing at his track when something is due. Nothing to interpret, nothing to configure.
Watch the daily conversation number move with it. That chain — goal, closings, appointments, conversations, today — is the argument the app is making. The number is not a target the brokerage set. It is arithmetic on the agent's own goal.
What is in the preview
Your plans are already public — 60/40, 70/30, 80/20, and 100% after the cap. The planner turns that into a bar that only moves when an agent logs a deal. It is the one screen an agent has a selfish reason to keep current, and keeping it current is what makes everything else on their record true.
The planner opens in Daylight — paper and ink, for an office, in daylight, next to the MLS. Evening is the brand's own black-and-gold register, which is what you want on a screen in a listing presentation. The switch is in the top right of every screen and it remembers your choice.
Being straight with you
What we need from you
Everything else is ours to build. These two are yours, because they are about how Signature actually runs.
The 33 items are our reading of your onboarding, weighted heavily into week one. Marking one required means an agent cannot be called on pace while it is overdue — so the list is not just a checklist, it is the standard. Cut it, add to it, reorder it.
It changes the product. If agents enter their own, the cap tracker updates the moment it matters to them and the office reconciles later. If the office enters them, the numbers are clean but the agent's cap lags behind their own good news.
The fuller write-up of the thinking behind this — the three problems it is built to solve and what going live takes — is at the overview (opens in a new tab).