Keystone · Team feature

Broker & agent performance, visual review

The two views that make the team feature work, rendered from the live components. Broker shown with a row expanded so you can see the new Nudge button.

Broker view · Teams tab

Team performance

What the team owner sees: are my agents working the leads, are leads rotting, who is closing. Click an agent to expand their pipeline and nudge them.

Broker team performance panel with nudge
Agent view · Teams tab · NEW

Your performance

What each agent now sees about themselves. The nudge half of the flywheel: an agent who sees “5 going cold” works and logs, which is what makes the broker's numbers real.

Agent self-scorecard

Where it stands

Shipped & live

  • Broker performance panel + per-agent table
  • Type- and cadence-aware “going cold”
  • Deal-confidence flags + verified-only conversion
  • Agent column on leads + CSV
  • Lead splitting (case type / town / ZIP / even)
  • Onboarding wizard (broker + agent)
  • Agent self-scorecard
  • Broker → agent nudge

Backlog (none critical)

  • Empty-state “invite your agents” prompt on the broker side
  • Broker's own scorecard if they also work leads
  • A personal scorecard for solo (non-team) customers — same nudge, individual accounts
  • Week-over-week trends (today it's a snapshot)

Rendered headless from the live components. Two adversarial logic reviews; full test suite green.