Run your whole pipeline from a text message.

Ten seconds from lock screen to your pipeline — that's the whole point. No email verification loops, no password rules with a capital letter and a symbol, no desktop required. Just your name, your passcode, and you're looking at your own deals.

1. Open BrokerageOS in your phone's browser. On the login screen, tap the Role dropdown and pick your name — Jan, Jared, Angela, Steve, or Billy.
2. Tap the Passcode field and type your passcode.
3. Tap the green Open BrokerageOS button. That's the entire login — no username to remember, no "forgot password" email to dig out of your inbox.
4. Add it to your home screen so it opens like any other app: on iPhone, tap Share in Safari → Add to Home Screen; on Android, tap the menu → Install app. Now it has its own icon next to your texts — full screen, no browser bar.
5. From then on, just tap the icon. Your device stays signed in, so you land straight on your board.

Four icons run down the left rail. You only need one of them on a normal day — the checklist icon, My work. That screen is your entire pipeline in one glance: no tabs, no filters, no scrolling through someone else's leads.

1. Tap My work (the checklist icon). Confirm the Agent dropdown at the top shows your name — you only ever see records you own.
2. Read the Agent Snapshot first — four numbers, like a dashboard warning light: Active (your open workload), Needs attention (blocked, overdue, or due-today — deal with these first), Due soon, and Stale (untouched 3+ days — quietly rotting).
3. Below the numbers is your Next best item — BrokerageOS already picked the first thing worth touching. If you only do one thing today, do that.
4. Scroll to Assigned Items — every record you own, one card each, showing type, stage, status, next action, and due date. No clicking in to find any of it.
5. If Needs attention reads 0 and Stale reads 0, you're caught up. Close the app — nothing here is asking for you.

This is the whole point of BrokerageOS: the update that used to mean fighting a 12-field form is now one sentence. Open My Work, find the Data Entry Chat, and type it the way you'd text a client.

1. On My work, tap into the Data Entry Chat box (under Quick Update Templates).
2. Type your update like a text message and tap Send.
3. Read the reply — BrokerageOS confirms exactly what it captured, so you catch a mistake in two seconds instead of finding out later.
4. Not sure how to phrase it? Tap a Quick Update Template — New listing, Buyer update, Pending deal, or Blocker — and it drops a fill-in-the-blank sentence into the box.
5. Starting something brand new? Begin the message with "new" and it creates the record right from chat — no form first.

Every record boils down to just five things. Learn these once and you can read any screen in about two seconds — no hunting for a status field, no scrolling a form.

1. Any card is always the same five things: stage (where it is), attention (does it need eyes now), next action (the one thing to do next), due date, and blocker (what you're stuck on, if anything).
2. The attention status is the plain-English health check on every record:

3. Write the next action as the one physical step — "Call seller about price," not "Work on listing." It has to tell someone what to do next.
4. If something's stuck, log a blocker — type it straight, like "missing seller signature." That flips the record to Blocked and lands it in the attention queue so it can't get lost.
5. Don't babysit due dates. If one slips, the record turns Overdue on its own and rises to the top — you never set that yourself.

Something brand new just landed — a lead, a buyer, a listing appointment — and it's not on MLS yet, maybe not even signed. Don't wait for paperwork. Get it in now, while you're still in the driveway.

1. Tap the + icon in the rail (Intake) the moment something new comes in — before it's official, before it's public.
2. Pick the Type — Lead, Listing, Buyer, or Transaction. The form reshapes: the right stages appear, and a checkpoint list shows what a complete one looks like (a Lead: responded within 5 minutes, buyer or seller identified, appointment set…).
3. Fill in Name (client or address) and Due date. Next action is already pre-filled with a smart default — for a Lead it's literally "Respond within 5 minutes."
4. Set Owner and Priority if needed; add a Blocker only if something's actually stopping you.
5. Tap Add to BrokerageOS. It's live in your Assigned Items immediately — no confirmation screen.

This is the panel that replaces the CRM tab you used to leave open all day. On My Work, Work Next Item is a five-field form that saves in one tap — and the moment you pick a Lead, Buyer, or Listing, the right follow-up questions grow in underneath it.

1. In the Record dropdown, your next-best item is already at the top — or pick any record you're about to work.
2. Fill whatever you know across the five fields — Attention, Lifecycle stage, Next action, Due date, Blocker — and tap Update Record.
3. Below the form, a workflow panel appears matching the type: a Lead gets source, buyer-or-seller, Hot/Warm/Future, phone, email, timeline; a Buyer gets rep agreement, pre-qual, price range, areas, lender; a Listing gets agreement, disclosures, MLS, photos, signage.
4. Work the checklist one flip at a time — Not started / In progress / Done / Blocked / N/A. Each item saves the second you change it (no separate save button down there).
5. Leave anything blank you don't know yet. Capture what you know now, add the rest next time you touch the deal.

When a deal graduates, you don't retype anything. Select the record in Work Next Item and tap Advance — BrokerageOS does the paperwork you used to do by hand.

1. In Work Next Item, pick the record that just graduated — the Lead who signed on, the Buyer or Listing that went under contract.
2. Look at the button below the checklist. It's already labeled for where the record is headed: Advance to Buyer or Listing on a Lead, Advance to Transaction on a Buyer or Listing. No guessing.
3. Tap it once.
4. The name, owner, and full history stay put — the record just picks up the next workflow's checklist (a new Transaction starts at Pending with the earnest-money, lender, inspection, and title deadlines).
5. Check the Record Timeline — the advance is logged automatically ("Advanced from Lead to Buyer"). Nobody has to be told; it's already written down.

Every Transaction carries the same ten-item Contract to Close checklist — learn it on one deal and you know it on all of them. Four items are hard deadlines: miss one and you can lose the deal, not just the timeline.

1. Open the Transaction (My work → pick it in Record) and scroll to Contract to Close: EMD, Purchase agreement to lender, Inspection response, Title, Appraisal, Insurance, Utilities, Closing disclosure, To be filed, and Michele check handling.
2. Watch for the word "deadline" — it marks the four hard items (EMD, Agreement to lender, Inspection response, Closing disclosure). Those get their own due-date field; the rest just track status.
3. Flip any item yourself — Not started / In progress / Done / Blocked / N/A — and it saves instantly.
4. Or just tell the chat. It matches the deal by name and flips the right box for you.
5. If something's stuck, say so — "title company not responding" logs a blocker and keeps it on Closing Watch until it clears.

My Work is built to watch your pipeline so you don't have to. Four numbers, two lists, and one sentence a day — the whole safety net runs itself, as long as you keep talking to it.

1. Everything urgent floats — blocked and overdue records sort to the top on their own. You never scan for problems; they come to you.
2. Watch the Stale number — anything untouched 3+ days lands there. Not a reprimand, just a nudge. One chat sentence clears it.
3. Check Open Questions — if the app is missing a detail on something you updated, it's listed here instead of quietly rotting. Answer in a sentence and it's gone.
4. Record Timeline keeps the full history of every deal — so "what happened with this one?" takes five seconds, not an archaeology dig.
5. Your one daily sentence feeds the broker's Daily Brief automatically. Updating the app is reporting to the office — no Monday recap, no "any update?" texts from Wes.