Good evening, Team.
Here’s what matters most in your organization today.
Reviewing your organization...
FORGE is identifying where your attention is needed.
Here’s what matters most in your organization today.
Reviewing your organization...
FORGE is identifying where your attention is needed.
FORGE identifies people who need your input today.
Move your team from pre-licensing to full activation.
New recruits awaiting first action
Quiz sent and waiting for completion
Pre-licensing course in progress
Ready for license application
State license approved
Ready for production
Select Tevah, Compliance, XCEL, Recruit, or compatible CSV files. FORGE will match people safely before changing anything.
Follow these guidelines to import your team data successfully.
Your CSV file must include these columns exactly as listed.
Use one of these values in the Team Status column.
✓ Ensure upline names match exactly.
✓ Remove extra rows or empty columns.
✓ Save your file as CSV UTF-8.
Choose an agent from the left to view details.
Select an agent to see the next action.
View leaders, direct recruits, and complete team structure.
Top 12 teams by total downline. Select any leader to open the team tree.
Choose an agent to see their recommended next action.
FORGE is analyzing this agent’s current journey.
Send a personalized message to move them to the next step.
Select a template or write your own message.
Edit the message, add variables, and send.
Tip: Personalize with their name, next step, and one clear question or action.
Track team performance and growth momentum at a glance.
Everyone in the organization
Calculated automatically
Progress 0%
Teams below target
Add a new FORGE workspace and assign its first administrator.
Create a polished organization-branded email, preview it, then send it directly from FORGE.