Anchor House Broker OS · V1
Broker Dashboard
Brokerage operations, commissions, transactions, website controls, documents, health and security in one place.
SECURE BROKER ACCESS
Broker authorization required.
Sign in with your verified broker account, or use a valid one-time access link.
Broker overview
The operating pulse across the website, agents, transactions and brokerage queues.
Broker Action Center
One place for signatures, licensing, follow-ups, upcoming dates and brokerage exceptions.
Onboarding reminders use 7-day and 14-day follow-up thresholds. Only the latest loaded transactions and leads are shown.
Top pages · 30 days
| Page | Views |
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Agent level-up snapshot
| Agent | Plan | GCI YTD | Progress | Next |
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Website & public fees
These values are the source of truth for public rental fee disclosures. Saving here updates the public pages without rebuilding the site.
Commission & fee structures
Edit the actual split, recurring fees, transaction fees, cap/level-up structure and public visibility. The public commission page reads this data directly.
Agents
Track each agent's current commission structure, production, cap progress and exact distance to the next plan.
Agent Readiness Scorecard
Broker oversight across onboarding, signed agreements, verified licensing, E&O coverage and AgentLTC. Lead routing is a separate operational setting.
| Agent | Recorded | Onboarding | Agreement | License | E&O | AgentLTC | Lead Routing | Broker Review |
|---|---|---|---|---|---|---|---|---|
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This diagnostic scorecard never verifies licenses automatically, approves agreements, or enables lead routing. Recorded checkpoints are not a substitute for broker approval or licensing authority verification. Archived agents remain in Agent Lifecycle Management.
| Agent | Plan | GCI YTD | Broker split YTD | Cap progress | Next level | Broker control |
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Onboard New Agent
Create the agent, commission plan, compliance profile and personalized Independent Contractor Agreement in one step.
AgentLTC brokerage access
Complimentary Basic access for Anchor House agents. Existing paid AgentLTC tiers are preserved.
Agent Portal access
This is the email each agent uses to activate and sign in to Agent OS. Public website email is managed separately.
| Agent | Portal email | License | Expiration | Verification | AgentLTC |
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Agent onboarding
New agents complete the guided Anchor House onboarding before they are activated for normal brokerage operations.
| Agent | Progress | Agreement | AgentLTC | Status | Submitted | Actions |
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Agent Lifecycle Management
Delete abandoned onboarding records, archive departing agents, and reinstate returning agents without losing transaction or compliance history.
| Agent | Status | Onboarding | Last Activity | Manage |
|---|---|---|---|---|
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Archive locks Anchor House access and preserves records; reinstatement restores login but not lead routing or public websites. Delete is for unfinished onboarding without protected records. Deletion retains an audit tombstone rather than permanently erasing records. AgentLTC is a separate account.
License & compliance review
| Agent | Submitted | Proposed | Actions |
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Agent document review
| Agent | Document | Expires | Actions |
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Agent Training Progress
Track each Anchor House agent's AgentLTC Launchpad onboarding and first-sale training without making course completion a barrier to production.
Anchor House First Client Readiness
Eight practical modules with 24 lessons, 40 questions, and buyer/seller cases. Buyer and seller lab steps are recorded separately from course completion. Mentoring is recommended; brokerage compliance remains mandatory.
Loading training metrics...
| Agent | AgentLTC | Training status | Overall | Lessons & checks | Module progress | Buyer / Seller labs | Last activity |
|---|---|---|---|---|---|---|---|
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The Seller lab shows verified practice decisions (up to 8). Completion is not a license, broker approval, or permission to work without supervision.
Agent Websites
Create and manage branded agent microsites from one place. Brokerage compliance, security, analytics and lead routing stay under Broker OS control.
Agent site directory
| Agent | URL | Status | 30D Views | 30D Leads | Actions |
|---|
Site editor
Choose an agent, customize the site, save it, then publish when ready. New agents automatically receive a draft site.
Recent agent-site leads
| Date | Agent | Lead | Intent | Status |
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Lead Routing
Website buyer, seller and rental leads are matched by exact ZIP, nearby ZIP within 20 miles, county coverage, then brokerage round robin.
Recent assignments
| Date | Lead | Intent | Area | Assigned Agent | Match | Distance | AgentLTC |
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Agent routing readiness
| Agent | Login Email | AgentLTC | ZIPs | Counties | Lead Types | Routing |
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Transactions
Sales, leases, referrals and flat-fee files become the production source for commission, fee and cap calculations.
Broker Performance & Pipeline
A forward-looking view of upcoming closings and operational exceptions.
| Expected Closing | Property / Agent | Status | Gross Commission |
|---|---|---|---|
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Pipeline Exceptions
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Metrics are based on recorded transactions and outstanding charges.
Broker Commission Desk
Review actual commission plans, deductions and brokerage contributions; save draft calculations and approve completed transactions. Record disbursements made outside the portal with an audit trail.
| Transaction | Status | GCI | Worksheet | Agent Net | Broker Revenue | Review |
|---|---|---|---|---|---|---|
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Approvals require the actual executed agent agreement, a closed transaction, a positive gross commission and review of all flagged deductions. No automatic payments or bank transfers are initiated.
| Property | Type | Status | Price | GCI | MLS | Closing |
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Add transaction
Flat Fee MLS requests
Website flat-fee submissions now feed this queue directly while the existing website inquiry remains intact.
| Date | Seller | Property | Price | Status |
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Document Room & E-Sign
Private brokerage PDFs are hashed on upload and stored outside the public site. Templates, signer roles, signature/initial/date/text fields, envelopes and signing audit events are already modeled for the Brokermint-style signing layer.
Upload PDF
Signing system roadmap inside this module
| Document | Category | Size | SHA-256 | Uploaded |
|---|
Agent fees & brokerage finance
Manage Monthly Dues, Client Invoices & Receipts
Native double-entry books, reports & accountant access
Monthly fees, annual technology fees, MLS add-ons, compliance, E&O, marketing and other agent receivables belong in one ledger.
Commission Settlement Workbench
Calculate contracted splits, record outside referrals and expenses, approve commissions and track disbursements already made. No automatic payment transfers.
| Transaction / Agent | Stage | Closing | GCI | Worksheet | Agent Balance | |
|---|---|---|---|---|---|---|
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Approval requires a closed transaction and verified signed commission terms. Referral fees reduce distributable GCI before the plan split. Brokerage contribution is an estimate after transaction costs, not company-wide net profit. Recording an outside disbursement does not send money.
Commission & Receivables Snapshot
A consolidated view of near-term pipeline and outstanding agent fees.
| Agent / Charge | Due Date | Status | Amount |
|---|---|---|---|
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Metrics are based on recorded transactions and outstanding charges.
| Type | Description | Amount | Due | Status |
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Marketing & property search
Manage the brokerage search/IDX connection here. Google Ads and Adspirer remain intentionally deferred.
IDX Broker
Server-side IDX Broker Engage connection for Anchor House property search, widgets, saved links and agent-site attribution.
Google Ads
Site Health
Loading monitored pages…
| Severity | Page | Incident | Occurrences | Last seen |
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Security Center
Recent CSP, suspicious-request, form-abuse and browser security signals from Sentinel.
| Risk | Event | Page | Time |
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COMMISSION PLAN