01 — The moment
You just found out an agent's leaving.
Question is — how long had they already checked out?
Adam Reyes
No activity in 29 days — unusual for them.
02 — The problem
Onboarding in a spreadsheet. Renewals slipping through.
Most brokerages don't notice disengagement until it's already a resignation.
License renewal — B. Chenoverdue
MLS access — new hirepending 12 days
90-day check-in — R. Oseimissed
03 — Retention radar
Flags agents going quiet — for them, not a generic rule.
personal baseline
⚑ at risk — 14 days quiet
04 — Onboarding, automated
Every new agent gets a checklist. Automatically.
05 — Credential tracking
Never miss a license renewal again.
🔔
Renewal due for B. Chen — 30 days
06 — Setup
Connects to the sheet or CRM you already use.
Google Sheet
Ledger Slate
$40/month