AI Agent Finder

Operator System
Updated 12:16 PM

Internal operations \u2014 manage referrals, track compliance, analyze business performance

Demo ModeYou're viewing sample data. Set up your profile and clear demo data when ready.
Data:< 1 hour ago
|No ops check yet
CSV
8Active Referrals↑3 vs prev 30d
1In Escrow
2Closed↓1 vs prev 30d
4Overdue
2New Leads↑3 vs prev 30d

Getting Started

2/5 steps complete (40%)

·
Set up your operator profile
Name, brokerage, markets, default fee %
·
Sign up for AI Agent Finder
Create your account at aiagentfinder.ai
✓
Create a routing rule
Auto-suggest agents for incoming referrals
✓
Set a business goal
Track closings, revenue, or leads targets
·
Add your first referral
Create one manually (Ctrl+N) or import from the portal

▼Portfolio Health: B70/100

70
Health Score
B
Compliance
13/25
Agent Performance
12/20
Pipeline Activity
18/20
Data Quality
14/15
Conversion Rate
13/20
4 opps with overdue updates1 agent(s) graded D or F2 active opp(s) stale 60+ days

Goals3/4 on track

2026 Closings
On Track
2/ 6
yearly33%
2026 Revenue
On Track
$21,125/ $50,000
yearly42%
April Compliance
On Track
50%/ 90%
monthly56%
April Leads
Behind
3/ 10
monthly30%

▼Conversion Velocity90d avg

First Contact
3dmedian
9 deals · 2d–5d range
assigned → listed
19dmedian
1 deal
Prospect → Listed
15dmedian
1 deal
Prospect → In Escrow
39dmedian
1 deal
Listed → In Escrow
29dmedian
2 deals · 25d–33d range
In Escrow → Closed
48dmedian
2 deals · 46d–49d range
warningAccount Pause Risk: 2 referral(s) 30+ days overdue. Update status soon.

Today’s Actions7

0/7 done
Follow up: Marcus Johnson
1d overdue
First contact: James Wright
Assigned 7d ago · Lee's Summit, MO
Follow up: Priya Patel
Due today
Agent: Michael Rivera
Grade D · 1 overdue update
Follow up: Rachel Torres
Due tomorrow
Aging lead: Sarah Chen
3d old · google-ads
Aging lead: Derek Washington
3d old · google-ads

▼In Escrow1

ContactSideAgentLocationDirEst. FeeStatus
Emily RodriguezsellerZac MortonDallas, TXIN$27,500Current

▼Follow-Ups1 overdue

Marcus JohnsonApr 16
1d overdue
Priya PatelApr 17
Today
Rachel TorresApr 18
In 1d
Sarah MitchellApr 20
In 3d
David KimApr 22
In 5d

▼Status & Markets

Status Distribution

Assigned
1
1
Prospect
4
4
In Escrow
1
1
Closed Escrow
2
2
Nurture
2
2
No Longer Engaged
1
1

Top Markets

MO4
TX3
KS1

▼Receivables$37,125 outstanding

Total Fees
$48,625
Received
$11,500
1 deals
Invoiced
$9,625
1 deals
Pending
$27,500
1 deals
0-30d
$37,125
2 deals
Avg to Pay
15d
historical
ContactAgentAmountStatusAgeAction
Jennifer AdamsLisa Tran$9,625invoiced28d
Emily RodriguezZac Morton$27,500pending7d

▼Pipeline Forecast8 deals

Weighted Value
$307,876
If All Close
$756,250
Avg Close Rate
41%
By Stage
in escrow
1$233,75085%
prospect
4$65,00020%
assigned
1$3,5008%
nurture
2$5,6265%
Top Deals
Emily Rodriguezin escrow
$233,750weighted
Priya Patelprospect
$20,000weighted
Marcus Johnsonprospect
$17,500weighted

▼Agent Health1 need attention

AgentGradeScoreKey Concern
Lisa TranA
85
On track
Zac MortonC
60
3 overdue updates
Partner AgentC
60
No activity in 26d
Michael RiveraD
35
1 overdue update

Needs Outreach4

Bulk log:
Active referrals with no logged calls, texts, or emails
INJames WrightLee's Summit, MOAssigned
INPriya PatelPlano, TXProspect
OUTDavid KimKansas City, MOProspect
INMike SullivanLee's Summit, MONurture

Data Quality3 issues

1
Missing email
2
Stale pipeline

Recent Activity

ContactEventDirWhen
Marcus JohnsonProspect - I'm communicating with this ClientIN3d agoApr 13, 4:00 PM
Emily RodriguezIn Escrow - I am in escrow with this ClientIN7d agoApr 10, 11:00 AM
James WrightAssigned - I am trying to reach this ClientIN7d agoApr 10, 8:00 AM
Rachel TorresProspect - I'm communicating with this ClientIN9d agoApr 8, 11:15 AM
Rachel TorresAssigned - I am trying to reach this ClientIN11d agoApr 5, 4:30 PM
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