The Platform is for real estate brokerages and teams. If you call your coaches team leads, the screens say team leads. Your logo and colors are on every screen your people see.
◆Agents keep their own numbers
Agents enter their own clients, agreements and contracts. The Platform works out GCI, income and coaching pay from each deal, using the terms your brokerage sets. When a term changes, the change applies from its date forward, so earlier deals stay as they were.
Because agents enter their agreements as they sign them, leadership sees what is coming, not only what closed: projected GCI from agreements, GCI under contract, and what closed or was lost, by coach, office and period.
◆Hand-entered figures are signed off
GCI calculates from the sale price and the commission, so most figures need no check. When an agent overrides a deal’s GCI by hand, it waits in Reviews for a coach’s sign-off before it counts as verified.
◆Onboarding and classes
Build your own onboarding program, keep a catalog of classes, and group required classes into roadmaps for each kind of agent. Record attendance by class or by agent. If attendance at a required class is recorded late for an agent who is still in onboarding, a second person approves it before it counts.
◆Points and the leaderboard
Agents earn points for daily activity, lessons, classes, agreements, contracts and closings, and your leaderboard shows the results. Your brokerage can choose to join a leaderboard shared with other brokerages. It shows first names and last initials only.
◆Coaching
Coaches keep a private log for each agent. When an agent changes coach, the log goes with them. Coaching programs run in order, and at graduation the coach chooses what comes next. Reviews collects what needs a coach’s attention in one list, and reminder emails keep work from being missed.
◆Access by area
Give each staff member only what their job needs: billing, classes, lessons, logs, reports, roster, attendance, money or pipeline. A person who handles invoices does not need to see coaching logs.
◆Add the Method
On the Advantage and Premier plans, every active agent gets Reflections each month on their real conversations with clients, each with the next lesson and a practice scenario on what to work on. Their coach sees the Reflections, and the pattern across them. You can also give only the Method to the agents you name. Read about the Method.
◆Your data stays yours
Each brokerage has its own dedicated account on Caveris. Your clients, deals and money are never sent to any AI model. Your Main admin can download the brokerage’s full records at any time.
◆We set it up with you
Caveris sets up every brokerage: your locations, your programs and your first coaches are in place before your Main admin signs in.