Tier 02 · Toolkit · $149/month
Know your numbers.
Then fix the right one.
Most producing agents cannot say where the money comes from, where it goes, or what to fix first. Toolkit is the five money tools Marjorie and Bradley run in their own businesses, built into your daily check-in so the numbers are always current, never a spreadsheet you meant to update.
$149/month · Everything in Practice · No lock-in
The Five Tools
Net, pipeline, margins and wealth in one place
Five built-in web apps inside your member account - not spreadsheets, not downloads. Log a closing once and every tool updates itself.
01 / Paylog
Every closing, logged once
Side, source, commission, and what you actually netted after splits and fees. Your real income by month, not the number on the MLS.
- Net take-home per closing
- Lead-source ROI by units, volume and net
- Feeds your P&L and net YTD automatically
02 / Lead Tracker
Your pipeline, with the conversion math done
Every lead by source and stage, from first contact to closing table. See which sources produce, which ones only produce busywork, and where your pipeline leaks.
- Hot leads first, next touch one tap away
- Conversion against the Perfect Model benchmark
- Written transactions counted the day they sign
03 / P&L
Ten minutes at month end
Income and expenses by month with your true margin on top. The first honest look most agents ever get at what their business keeps.
- Revenue pulls straight from Paylog
- Efficiency index: lean or leaking
- Reserve set aside so tax season is not a surprise
04 / Wealth
Turn a good year into wealth
A step-by-step personal budget and net worth picture, from the IRS line to the reserves, so a good year turns into wealth instead of a bigger tax bill.
- Household survival number
- Cash reserve status and net worth by month
- Calibrate once a month - the rest reads from your business
05 / Benchmarks
Know which number to fix first
Your numbers next to the RMA benchmarks for your production level - conversion, net per closing, expense ratio.
+ Everything in Practice
The daily habit underneath it all
The daily check-in, streaks, Sunday Summary, Weekly Win briefing, starter Vault fixes with monthly credits, and a seat that posts in The Huddle.
How it fits
Built into the daily habit
Daily
Log it in 60 seconds
A new lead, a signed contract, a closing - each one takes seconds at your daily check-in, and the five tools update themselves.
Sunday
Read the week
Your Sunday Summary scores the week: days logged, pipeline movement, closings, and the one number that moved most.
Monthly
Fix the right thing
Benchmarks tell you which number is furthest from where it should be. The Vault holds the 15-Minute Fix for it.
Try the math · open to everyone
Split & Cap Calculator
A taste of what the five tools do with your real numbers. Model brokerage splits, annual caps, and net take-home across the fiscal year.
C-02
Lead to Close Funnel Calculator
See how monthly lead volume, appointment rates, and conversion percentages directly impact closings and total gross revenue.
The Toolkit investment
$149 /month
For producing agents who want to know their numbers before they spend another dollar on leads. Everything in Practice is included, and every rung above Toolkit keeps the five tools.