Revenue performance
Cumulative sign-up earnings and received sign-up payments
R 0estimated earnings
Estimated earningsRecorded payments
MORTGAGE CONNECT / BUSINESS PERFORMANCE
Your business, at a glance.
A clear view of earnings, agent growth and what needs your attention.
Business data · 13 Oct 2026
All recorded data
Agent conversion
From first contact to first bond
Focus for today
Work the next step, one agent at a time.
Revenue composition
Keep every income stream visible.
PLAN YOUR NEXT MILESTONE
Turn agent growth into a revenue plan.
Model approved bond volume and sign-ups using the tracker’s commission rates.
Agent pipeline
Your referred agents, linked profiles and next actions.
| Agent / reference | Agency | Current stage | Linked originator | Next action due | Linked actions |
|---|
Submitted applications are matched by contact details and name. Approved and registered bonds are linked to the agent’s originator profile.
Payment schedule
Expected cash is separate from earned commission. Edit each month independently as the stipend changes. For sign-up payments, choose Agent sign-up fee, link the agent, and record expected and received amounts.
| Reference | Type | Due date | Expected | Received | Outstanding | Action |
|---|
Linked bonds
Approvals create estimates. Registrations confirm the linked bond milestone.
TEAM ACTIONS
Create actions, assign an agent and track progress in one shared workspace.
Romany and the authorised HQ account can add, edit and complete actions. Changes are shared between both accounts.Next actions
Revenue planner
A scenario, separate from actual earnings.
Not saved
The first-bond scenario assumes one first bond per new agent at the entered value: 0.1% ÷ 1.15 once-off. The ongoing scenario uses the entered volume for second and later bonds in a month: 0.02% ÷ 1.15. These are separate scenarios; the same first bond does not earn both. Sign-up fees are R200 per new agent. Final grants qualify for estimates before registration.
R200 per new agent · once-off
ONGOING COMMISSION PER MONTH
ONCE-OFF BOND COMMISSION
This scenario is not a recorded receivable or a guarantee of earnings.0.1% ÷ 1.15 · first bond per new agent