The Platform has two parts: the Method, and the Workspace. The Workspace is built around the relationship between a professional and their coach. The professional enters their own work as it happens, and their coach sees it and helps them act on it. It complements your existing compliance and reporting; it does not replace them. Real estate is the first edition.
◆Who it is for
Professionals who work with a coach, mentor or advisor, whether they are building their business or taking it to the next level. That relationship is what makes the tools useful: the professional keeps the record, and the coach reads it with them. If you call your coaches team leads or mentors, the screens say so, and all screens are personalized with your organization’s logo and colors.
◆The agent keeps their own pipeline
Clients, agreements and contracts, entered as they happen. Goals set with their coach, and daily activity tracked against them. GCI is worked out from each deal, so the numbers stay right without extra work. Their dashboard shows the next step in their business.
◆The coach sees what to work on
A private coaching log for each agent, which goes with the agent if they change coach. Coaching programs run in order, and at graduation the coach chooses what comes next. Reviews collects what needs the coach’s attention in one list, such as a percentage or amount typed in by hand that needs a sign-off. Reminder emails keep work from being missed.
◆Points and the leaderboard
Agents earn points for daily activity, lessons, classes, agreements, contracts and closings. The leaderboard keeps the work visible, gives everyone a reason to keep it current, and gives you the opportunity to feature your agents. Your organization can also join a leaderboard shared with other organizations; it shows first names and last initials only.
◆Onboarding and classes
Keep track of each agent’s onboarding requirements and what comes next. Build your onboarding program, keep a catalog of classes, and group required classes into roadmaps. Record attendance by class or by agent.
◆What leadership sees
Because agents enter 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. It shows where coaching is working and where an agent needs more support.
◆Together with the Method
Every plan includes the Method’s Foundations lessons and practice. On Advantage and Premier, agents also receive Reflections each month on their real conversations, each with the next lesson and a practice scenario. Their coach sees the Reflections and the pattern across them. Read about the Method.
◆Your data stays yours
Each organization has its own dedicated account on Caveris. Your Main admin can download the organization’s full records at any time.
◆We set it up with you
Caveris sets up every organization: your locations, your programs and your first coaches are in place before your Main admin signs in. Staff who assist where needed in the Workspace can be given only the areas their job needs.