Coming Soon · Founding-Member Waitlist Open

The Broker Financial Dashboard

You took the Scorecard once. Now imagine it living — tracking your entity structure, tax set-aside, and take-home on every commission, and re-scoring you each month so you can watch the number climb.

📈 Same engine as the free Scorecard · Persistent · Founding members lock the launch price

Your score over time
58 → 74

The average agent finds 16 points in the first 90 days — usually in Structure and Cash Flow & Taxes.

What It Tracks

Four Numbers Every Agent Should Watch

The Dashboard is the Scorecard's logic made persistent — the same four pillars, updated with your real numbers.

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Entity Structure

Tracks your GCI against the S-corp threshold and flags the month the math flips. Monitors reasonable compensation so your split stays defensible.

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Quarterly Tax Set-Aside

Every commission logged updates your estimated-tax position. You always know what's yours and what's the IRS's — no April surprises.

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Commission → Take-Home

See what each closing is actually worth after splits, cap, expenses, and taxes — and what percentage of gross you're really keeping.

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Financial Strength Score

Your 0–100 score, re-computed monthly from live data instead of a one-time quiz. Progress you can see is progress you keep.

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Next-Move Engine

Each re-score surfaces your three highest-leverage moves — the same logic from the Scorecard report, updated as your numbers change.

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Private Client Portal

Your data lives in the same secure portal coaching clients use. Cancel anytime; export your numbers whenever you want.

How It Fits the Ladder

The free Scorecard diagnoses you once. The Toolkit ($197, one-time) gives you the models to fix what it found. The Dashboard makes it automatic — the same engine, running continuously, so the discipline doesn't depend on you opening a spreadsheet.

Toolkit buyers get first access — and founding members keep the $49/mo launch price for life, even as the price rises for new members.
Founding Members

Join the Waitlist

Launching in phases. Waitlist members get first invites, the founding price ($49/mo, locked), and a say in what gets built next.

No spam. You'll hear from me when your invite is ready — that's it.