Ledger Slate watches every agent's activity and learns what's normal for them — so you find out weeks before you'd otherwise notice.
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Bring in your agent list from a Google Sheet, a CRM, or add people by hand.
Open your sheet, click Share, and add this address as an Editor:
sync@yourdomain.comCopy the sheet's URL from your browser's address bar and paste it below.
Your roster appears within a few seconds.
Already using a CRM? Connect it directly instead of a spreadsheet.
Add extra columns beyond Name, Email, Mentor, Start Date, and Last Activity Date. Any extra column in your connected sheet or CRM shows up here automatically.
Once a day, we'll email you if any agents are falling behind on onboarding.
Times are approximate and based on server time (UTC), not your exact local timezone — close, but not minute-precise.
This is what gets applied to every new agent. Editing it only affects agents added from now on — anyone already onboarding keeps their current checklist.
This is your own name — separate from your brokerage's name below.
Email can't be changed here yet — contact support if you need it updated.
This is your company's own name — shown in the sidebar for everyone on your team, and used across the admin panel.
Roughly what does keeping one agent mean in annual commission/production for your brokerage? Used only to turn your roster's retention saves into a dollar estimate on the dashboard — optional, and never shown to your agents.
A live, read-only summary screen meant to be left open on a TV in your office — no login required once you have the link. Shows aggregate counts only, no individual agent names.
Pick an agent to see the real math behind their retention status — their own activity history, their personal baseline, and exactly how today compares.