A real estate agent scorecard on a dashboard that speaks first.
See your week from first call to closing, beside the week before. Arrange your own dashboard, and let Jan point out what needs you.
Two ways to start the day.
The dashboard opens on Jan or on your tiles. Switch between them at the top of the page, and your next visit opens on the one you picked.
Ask Jan anything, and see what needs you first. Here, a failed run of the Speed to Lead automation.
Jan speaks up first, and knows when to stop.
The Jan view opens on cards for what needs you, each with a way to act on it. Close one and it stays closed on every device you use. It comes back only when something about it changes.
Errors, billing, security and broken connections are never cards you can close.
Listing inquiries to follow up
What it noticesPeople who asked about one of your listings in the last 7 days and haven’t been contacted.
What you can doAsk Jan who they are.
If you close it, it comes back whenAnother person asks about the listing.
New listings for your buyers
What it noticesBuyers whose listing alerts found homes they haven’t been emailed yet.
What you can doSend them the matches now, or ask Jan about them.
If you close it, it comes back whenTheir alert finds more homes.
Closings coming up
What it noticesDeals closing in the next two weeks, and whether a closing automation will run for each.
What you can doSet up the Closing Week & After sequence where none will, or ask Jan what’s planned.
If you close it, it comes back whenThe closing date moves.
Brand setup
What it noticesYour brand is still empty and Uplevel knows your website.
What you can doJan drafts your brand from the site for you to review.
If you close it, it comes back whenYou use a different website. Choose Not my website and Jan stops asking.
Automation runs that need a look
What it noticesAutomation runs that failed and haven’t been retried or reviewed.
What you can doOpen the failed runs, or ask Jan why they failed and whether to retry.
ClosingCan’t be closed. It clears once every failed run is retried or reviewed.
Closed something by mistake? Getting Started lists everything you’ve closed, with Show again beside each one. Jan can bring one back too. More about Jan
A checklist for your first week.
Getting Started lists every setup step and ticks each one off as you finish it. Skip any that don’t apply, or choose Walk me through it and Jan helps with the next one.
Steps are grouped by how long they make you wait, so the ones that need outside approval, like a sending domain and texting registration, come up early. Cards you closed on the dashboard are listed below, with Show again beside each. Bringing contacts over? See what moves.
See your week clearly. Use Uplevel free during Early Access.
We’re working closely with a small group of agents, teams and brokerages before the wider launch. Your dashboard and Scorecard are part of every plan.
Get early access- Price
- Free for as long as the program runs
- Card
- None, to apply or to use it
- Included
- 2 phone numbers, 1 domain, 1,000 texts and 500 call minutes a month
- Afterward
- 50% off your first paid year
A dashboard you arrange.
Choose Customize on the Tiles view and build it from 22 tiles. Your layout is yours alone, so a teammate’s dashboard doesn’t change when you move a tile.
Once you have activity to show, This week and Your week from Jan join the default layout. After you customize it, nothing is added for you.
- Move
- Drag a tile to a new place, or use Move up, down, left or right in its menu.
- Resize
- Make a tile half the width or the full width of the page.
- Add and remove
- Pick tiles from the gallery. New on market can be added more than once, one per area.
- Start over
- Reset to default puts back the starting layout. Nothing is saved until Save layout.
Every tile in the gallery
Scorecard
- This weekYour activity beside the week before
- Pipeline movementNew contacts, stage changes and deals
- ResultsClosings, volume and GCI
- RatiosFrom conversation to closing
- SourcesWhat your closings came from
- Team leaderboardLeaders only
- Your week from JanA summary of your week
Today’s work
- TodayTasks due, overdue work and appointments
- Needs follow-upNo touch in 30 days or more
- InboxUnread email and texts
- AutomationsLive workflows and what needs attention
Contacts & pipeline
- Hot leadsRanked by lead score, with the reasons
- PipelineOpen deals by stage and value
- New contactsThis week against last
- Stale contactsUntouched for 30 days or more
- Never contactedNo outreach yet
- OccasionsBirthdays and anniversaries ahead
- Contacts by stageYour contacts across stages
- Contacts by sourceWhere they came from
- Smart listsYour default and pinned lists
Listings
- New on marketOne per area, price range or saved search
Marketing
- Marketing pulseSends, opens and clicks over 30 days
Every week, from first call to closing.
The Scorecard counts what you put in, how your pipeline moved and what closed. Each number sits beside the week before.
Weeks start on Monday in your workspace’s time zone. Until a week is over, it’s compared with the same part of the week before.
- Activity
- Calls made and connected, conversations, texts, one-to-one emails, appointments set and held, showings, tasks done and personal touches.
- Pipeline
- New contacts, stage changes, deals opened and won, and signed agreements.
- Results
- Closings, closed volume and GCI.
- Sources
- The lead sources, campaigns and channels behind each closing, with its volume and GCI.
- Ratios
- Each step from a conversation to a closing, plus touches per closing and the median days from first touch to close.
- With Jan
- Drafts Jan wrote, how many you approved and how many you edited first, and closings that followed.
Where a week turns into closings, and where it stalls
Four ratios link each step, from a conversation to a closing. A low one tells you where to spend next week.
- 18Conversations
- Conversations → set: 33%
- 6Appointments set
- Set → held: 83%
- 5Appointments held
- Held → agreement: 40%
- 2Agreements
- Agreement → close: 50%
- 1Closings
A briefing on Monday morning.
Turn on the weekly briefing and Jan sends a summary of your last week every Monday morning, in your notifications and by email. Open it to see that week’s Scorecard.
It’s off until you turn it on, and it only arrives when you had activity the week before.
Your team’s week, and your brokerage’s.
The same numbers roll up for the people who lead. What you see depends on your role.
- Your own
- Everyone sees their own Scorecard, week by week.
- Your team
- Workspace admins see everyone, and a team admin sees the people on their teams. The Team Scorecard ranks them by any of the four steps. The Team Scorecard
- Your brokerage
- Brokers compare agents and teams across every workspace by week, month, quarter or year. Brokerage performance
Or ask Jan.
Jan, the assistant built into Uplevel, reads your Scorecard, rearranges your dashboard and closes or brings back its cards. More about Jan
- “How did my week go?”
- Reads your Scorecard for this week or any week before it.
- “Rank my team by appointments held.”
- Reads the Team Scorecard, if you lead a team or run the workspace.
- “Put the Scorecard tiles at the top of my dashboard.”
- Rearranges your tiles, or puts back the default layout.
- “Stop showing me listing inquiries.”
- Closes that kind of card, and lists what you’ve closed so you can bring one back.
- “Turn on my weekly briefing.”
- Changes your notification settings.
- “What’s left in Getting Started?”
- Walks you through the steps you haven’t finished.
Questions agents ask.
Something we didn’t cover? Write to hello@uplevelre.com.
When does a week start?
On Monday, in your workspace’s time zone. Until the week is over, it’s compared with the same part of the week before, so a Wednesday is never measured against a whole week.
What counts as a personal touch?
Calls, texts and emails you send yourself, including ones Jan drafted and you approved. Automations, campaigns and batch sends are counted separately.
Why does a number show a dash?
A ratio shows a dash when there’s nothing to divide by, like no conversations this week. A number also shows a dash when your role doesn’t include the records behind it.
Can a ratio go over 100%?
Yes. Ratios compare what happened in the same week, so an appointment held this week may have been set last week. They aren’t conversion rates for one group of leads.
Does everyone get the weekly briefing?
No. It’s off until you turn it on in your notification settings, or ask Jan to. It arrives Monday morning in your notifications and by email, and only when you had activity the week before.
Do my tiles change for the rest of my team?
No. Each person arranges their own dashboard, and choosing the Jan or Tiles view is yours alone too.
I closed a card by mistake. How do I get it back?
Getting Started lists everything you’ve closed, with Show again beside each. You can also ask Jan to bring it back.
Know how your week went before Monday’s meeting.
Arrange your dashboard, turn on your weekly briefing and see where your week went.