The StatBoard
Our dashboard, tastefully branded as the StatBoard is the heat beat of your business. All vital major vital signs live here. From current pending to closed volume, and GCI.. that StatBoard provides the birds eye view every Realtor, Team Owner, or Broker needs at a moments glance. Click on one of the StatCards to see your data pop on historical comparison charts with each major vital.
The Pipeline
With time in mind, our pipeline keeps you doing what you do best… creating relationships with clients. Our add transaction feature is all on one page on both desktop and mobile app to ensure you aren’t spending enormous amounts of time entering in your date. We have cut down on the manual entry with predictive text that will save all previously inputted information in a databank that allows you to seamlessly choose an input on the fly. Also in the pipeline lies the transaction list that is filterable by agent, timeline, source and more!
Import Transactions
Whether you are just starting on a production tracking platform or have experience, we can all agree the worst part is manually entering every transaction or creating several api pulls to ensure the data is brought over correctly. Speaking from experience, it is not fun… To curb that frustration, GreenStats will allow you to do it yourself with ease! Download our excel template, enter the transaction data you wish to import and submit! You can import one agent at a time or all at once, GreenStats will organize it all with the click of a button!
DataBank
No shiny bells and whistles here, just a DataBank. Import your contacts or enter one by one, our DataBank only requires a few things for each client.. 1. Name 2. Phone Number and 3. Email. The rest is optional. Knowing how to get ahold of your clients is important and while it may seem cumbersome to require a phone number and email, I promise you will thank us after you are well on your way to creating a sea of sphere deals in the pipeline!
Profit and Loss
GreenStats becomes a unique platform here. Combining a production tracking platform with a full scale bank integratabtle profit and loss function is game changing. Now, instead of guessing whether or not you are profitable, you can find out every day.. and compare your production to your profit without having to jump to another platform or the 10th spreadsheet you’ve made and haven’t found the time to keep up with. With GreenStats you can send your CPA a pdf, excel, or csv every month straight from the platform or just give them access to do it for you! Quickly import your transactions by logging directly into your bank account using our third party integration with Yodlee and start mapping! You can totally ditch any other profit and loss tool or app you are using. Enjoy rules for advanced mapping, bulk mapping and un-mapping, and use what the pros use.. the Millionaire Real Estate Agent budget model! GreenStats even allows you to create, edit, and delete categories and sub categories to truly allow a tailer fit for your business.
Reports
A super power of GreenStats is the way it organizes your data and creates beautiful reports with game changing insight into your business. All reports are exportable via PDF, Excel, or CSV. First up on the reports section is the CEO summary, complete with monthly, quarterly, or yearly views. Secondly, our ROI report, much like all ROI reports the goal is to understand if your return on investment… we took it a step further. Filter your ROI report by no just the source, but by an agent or agents on the team not just as a whole. Next is our Vendor report. One of my favorite conversations with vendors is “I have referred you x amount of deals over the last 12 months and I haven’t received a single referral back, what can I do to earn your trust for referrals to our business?” Gene Rivers of Kw is the best when it comes to this conversation! Use this report to gain insight on production with vendors who are co marketing as well. Next up is the income summary, a spin off of the CEO summary that shows the summary of all commission earned by one or several agents in any timeline you choose. Lastly, our Sales Location report. This report has saved me over 2-3 hours per week alone. Imagine being able to see if that neighborhood you are farming has paid off with a few clicks.. or understanding where you need to farm next! The sales location report is filterable by agent, timeline, source, city, county, zip code, country, and even neighborhood! The possibilities here are endless.. one of my favorites is comparing the over or under performing zip codes that we purchase leads thru services like Realtor.com and Zillow.
Calculators
The first calculator is simple and you may laugh but how many times have you pulled our your calculator on your phone to see what you’ll earn if you sell that house you are negotiating the contract for? Do you add in your brokerage fees and team splits? Just open your GreenStats app hit GCI calculator and punch in the details. You’ll see your net commission in no time(: The second and last calculator for now is the Goal Calculator. How do you know where you are going without a compass or how fast you are going to get there without a speedometer? Written or stored goals are your compass and speedometer. Studies show people are 42% more likely to hit their goals if they are written vs not. Seems like good odds to us(:
Empowering realtors to keep the profit in their pocket.
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