FORGE

✦ • WORKSPACE

Good evening, Team.

Here’s what matters most in your organization today.

Total Team 0 Everyone

Pipeline 0 In licensing

Licensed 0 State approved

Contracted 0 Ready to write

✦

FORGE Insight

Reviewing your organization...

FORGE is identifying where your attention is needed.

Organization Pulse

Current conversion across your organization

Licensing Rate

Licensed ÷ Total Team

0 / 0

Contracting Rate

Contracted ÷ Licensed

0 / 0

Reviewing your organization FORGE is identifying the next opportunity.

Today's Work Queue

0 need your attention

FORGE identifies people who need your input today.

Person Why surfaced Next action Priority Last activity

Journey

✦

Move your team from pre-licensing to full activation.

✦

FORGE Intelligence Real-time insights to keep your team moving.

◉

0 Need Attention Require your action

→

0 Ready to Advance Next step available

◷

0 Stalled Needs follow-up

◉

Not Placed

New recruits awaiting first action

➤

Quiz Sent

Quiz sent and waiting for completion

◇

XCEL

Pre-licensing course in progress

Select an agent

Choose an agent from the left to view details.

👤

Upline

✓

Status

⚑

Pipeline Stage

Agent Code

☎

Phone

✉

♢

Compliance

▣

Resident License —

✓

♢

E&O —

✓

🔒

AML —

✓

▤

Tevah Fee —

✓

⚡

Next Action

Select an agent to see the next action.

🚀 ✓

Launched —

🪪 ✓

Licensed Pending

🤝 ✓

Contracted Pending

ORGANIZATION STRUCTURE

Team Map

View leaders, direct recruits, and complete team structure.

VIEWING TEAM Organization 0 team members

Agent

—

Stage

Email —

Phone —

Upline —

CONNECT Reach Out

LICENSING JOURNEY Current Stage

ACTIVITY Log Activity

Total Team 0 People in this organization

Team Leaders 0 Members with a downline

Direct 0 Direct to top leader

Levels 0 Organization depth

ENTERPRISE VIEW

Select a Leader

Top 12 teams by total downline. Select any leader to open the team tree.

✦

Select an agent

Choose an agent to see their recommended next action.

✦ FORGE Intelligence

Today for this agent

Highest-impact action

Recommended next action

FORGE is analyzing this agent’s current journey.

RECOMMENDED WORKFLOW

3-Step Action Playbook

CURRENT POSITION

Journey Progress

✓ Welcome Completed

✓ Quiz Completed

✓ XCEL Completed

✓ Exam Completed

Licensed Current

Contracted Next

✦

One milestone from production Complete the recommended action to move forward.

RECOMMENDED FOCUS

Review your licensing priorities

FORGE is analyzing your active organization.

Ready to Contract 0 Immediate opportunity

Need Activation 0 Licensing not started

Stalled 0 Follow-up overdue

Priority Queue

Ranked by urgency and business impact.

0 people

FORGE

Good evening, Team.

Today's Work Queue

Journey

Not Placed

Quiz Sent

XCEL

Exam Passed

Licensed

Contracted

Select an agent

Compliance

Next Action

Team Map

Select a Leader

Select an agent

Today for this agent

Recommended next action

3-Step Action Playbook

Journey Progress

Growth Overview

Team Performance

Good evening, Team.

Today's Work Queue

Journey

Not Placed

Quiz Sent

XCEL

Exam Passed

Licensed

Contracted

Agent Details

Import Review

CSV Import Guide

Required Columns

Team Status Options

Pro Tips

Select an agent

Compliance

Next Action

Team Map

Select a Leader

Select an agent

Today for this agent

Recommended next action

3-Step Action Playbook

Journey Progress

Coordinator Guide

Take Action

Growth Overview

Team Performance

Create Organization