Home Platform / Business Tracker

Your Command Center for Every Deal

From offer to close, Business Tracker keeps every deal, document, and commission organized in one place.

The Workflow

Offer to Close, Start to Finish

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Create an Offer

Start every deal by creating the offer right inside Business Tracker.

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Track Documents

Keep everything organized with integrated forms and eSign tools that cut down on duplicate entry.

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Manage Commissions

Track what you're earning on every deal alongside its progress toward close.

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Monitor Progress

Follow each deal through every stage to closing, with performance insights on your pipeline along the way.

Use it as your central command center for all deals, and keep it consistently updated — the performance insights are only as good as what's in it.

Where Transactions Live Today

Transaction and compliance document management is planned to move into Business Tracker, but isn't there yet. Until that transition happens, keep using the existing tools in Desk — accessible via the nav bar in Home — for MyDeals and compliance. Both staff and agents will get training once the move begins.

Watch

Business Tracker Walkthrough

Quick Answers

Business Tracker FAQs

Is the 100-contact enrollment limit for Action Plans per day or per plan?

It's per Action Plan, not per day — you can enroll up to 100 contacts into each individual plan.

Can an admin create an Action Plan for the whole office or region?

No. Action Plans are created and managed individually by each user. They can be shared between users, but they aren't centrally created or deployed at the office, metro, or region level.

Ready for More?

Get Your Pipeline In Order

Log in and set up your first deal in Business Tracker — or head back to the Overview page to explore the rest of the toolkit.

Log Into Home Platform Back to Overview