Ledger Slate watches every agent's activity and learns what's normal for them — so the moment something looks off, you find out in time to actually do something about it.
A Google Sheet, your existing CRM, or add people by hand. Nothing to migrate, nothing to re-enter.
Every new agent gets a real checklist with real due dates, generated automatically from their start date.
Every agent's activity, compared against their own normal pattern — not a flat rule everyone can see coming.
A flag, a plain-language reason, and enough time left to actually have the conversation that matters.
Every feature exists to make that one outcome more likely, or to make sure nothing else about running a brokerage slips through the cracks along the way.
Flags an agent who's gone quiet in a way that's unusual for them specifically — not a flat rule, their own personal baseline.
Every agent gets a 0-100 score you can rank and sort by — see who's trending toward risk before they're actually flagged.
The moment someone's flagged, a real check-in message is ready to send — using their name and what's actually unusual about their pattern.
Set your average commission per agent, and watch flagged-then-recovered agents turn into a real dollar figure — not an abstract count.
Capture why an agent left, and watch real patterns surface over time — like whether most departures happen early on.
A checklist builds itself the moment an agent joins, with due dates tied to their actual start date.
Set an expiry date once, and get reminded automatically before it lapses — no more finding out after the fact.
A quiet, automatic nudge on an agent's work anniversary — a small thing that's easy to forget and means a lot when you don't.
Invite your office manager and mentors, with real control over who can see, and who can edit.
One email, showing exactly who needs attention. Nothing arrives when there's nothing to say.
A real-time summary you can put up on a TV in the office — no login needed, updates on its own.
A simple, honest ranking of your most recently active agents — not production, just real activity.
Connects to a Google Sheet or your CRM in both directions — add someone here, and it shows up there too. Nothing to migrate.
Track whatever matters to your brokerage specifically — license numbers, production, anything at all.
Top producer, veteran, needs mentoring — whatever labels are useful to you, on any agent, anytime.
A spreadsheet is a snapshot — a picture of right now. It has no idea that an agent who's suddenly gone quiet is unusual for them, because it has no memory of what "normal" looked like last month.
Ledger Slate keeps that memory, for every agent, automatically — and tells you the moment the pattern breaks.
We're working closely with a small number of founding brokerages to shape what comes next — locked-in founding pricing, direct input on the roadmap, and a team that actually answers when you reach out.
Start your free trialNo per-agent fees, no feature tiers to figure out. Start free, decide once you've seen it catch something real.
No — Ledger Slate sits on top of what you already use. Connect your Google Sheet or CRM and it stays your source of truth; we just add the retention and onboarding intelligence layer on top.
You can add agents directly, by hand — no sheet or CRM required to get started.
It builds a personal baseline for each agent from their real activity history, then flags a quiet stretch that's unusual for them specifically — not a flat "hasn't logged in for 30 days" rule that treats everyone the same.
Yes. Invite your office manager and mentors, and control exactly who can view versus edit, and which parts of the tool they can access.
Every account is protected with verified sign-in, and any connected CRM credentials are encrypted before they're ever stored — never kept as plain text.
Enough time to actually connect your roster and see it in action — no credit card required to start.