Revenue performance
Estimated earnings and recorded payments
A clear view of earnings, agent growth and what needs your attention.
Estimated earnings and recorded payments
From first contact to first bond
Work the next step, one agent at a time.
Keep every income stream visible.
Model registered bond volume and sign-ups using the tracker’s commission rates.
Your referred agents, linked profiles and next actions.
| Agent / reference | Agency | Application / status | Linked originator | Next action due | Linked actions |
|---|
Expected cash is separate from earned commission.
| Reference | Type | Due date | Expected | Received | Outstanding |
|---|
Approvals create estimates. Registrations confirm the linked bond milestone.
Create actions, assign an agent and track progress in one shared workspace.
Everyone with this dashboard link can add, edit and complete actions. Changes are shared with all visitors.A scenario, separate from actual earnings.
Each agent registers the selected volume in a month. Initial commission is 0.1% once-off on that volume. Ongoing commission is 0.02% per month at the same monthly bond volume. New-agent sign-up fees are R200 once-off per agent.
Initial commission and new-agent sign-up fees