9:41

Good morning, Heriberto

San Diego Region · Jan 17, 2025
HC
Region at a glance
MTD GCI
$312K
▲ +14% vs last mo
Units Closed
34
▲ +6 vs last mo
Active Agents
47
▲ 3 new this mo
Pipeline Value
$8.4M
▼ -4% vs last mo
Adoption health
Lending adoption68%
32 of 47 agents · 5 loans started this week
Escrow adoption84%
39 of 47 agents · 12 escrows opened MTD
Onboarding completion78%
10 agents in progress · 3 overdue
Ops — SLA & tickets
SLA performance
91%
+3% vs target
Open tickets
14
3 overdue
Avg cycle time
2.4d
-0.3d this mo
Resolved MTD
62
+8 vs last mo
Top performers — MTD
1
KM
Kayla Monroe
7 units · Agent X
$7.1M
2
JT
James Torres
5 units · Senior
$5.9M
3
NR
Nina Reyes
5 units · Agent X
$5.2M
4
DM
Dylan M.
4 units · Agent X
$4.2M
5
AL
Andre Lewis
3 units · Senior
$3.8M

Agent roster

47 agents · San Diego Region
All 47Agent XOnboardingLow activityNo lending
KM
Kayla Monroe
Agent X · Platinum · SD North
Active#1 Region
$7.1M
YTD Vol
18
Units
$412K
GCI
JT
James Torres
Senior Agent · SD Central
Active
$5.9M
YTD Vol
14
Units
$310K
GCI
MV
Marco Vega
New Agent · Onboarding · SD South
Onboarding
Onboarding progress62%
Next: compliance training · Due Jan 20
SR
Sofia Ramos
Agent · SD East · No loan referrals
Low activity
$0.8M
YTD Vol
2
Units
0
Loans
No FUB activity in 12 days · 0 loan referrals YTD
DM
Dylan M.
Agent X · Platinum · SD North
Active
$4.2M
YTD Vol
18
Units
$228K
GCI

Pipeline

63 active deals · San Diego
Deal funnel
All stages
63 deals
$44.5M
Attract / Nurture
24 deals
$18.4M
Transaction open
19 deals
$12.1M
In escrow
12 deals
$8.4M
Closing this month
8 deals
$5.6M
All active deals 63
9812 Pacific Ave, La Jolla
$3.6M
NR
Nina Reyes
In escrowFeb 3
QualiaAriveSkyslope
Lender conditions outstanding — close date at risk
742 Hillcrest Dr, Beverly Hills
$2.85M
SL
Sarah Lim
ClosingJan 28
QualiaAriveSkyslopeAT/Darwin
1842 Oak Ave, San Diego
$1.4M
DM
Dylan M.
ClosingJan 22
SkyslopeQualiaArive
405 Coast Hwy, Encinitas
$2.2M
JT
James Torres
Transaction openFeb 10
AT/DarwinAriveQualia
217 Harbor Dr, Coronado
$4.1M
KM
Kayla Monroe
In escrowFeb 3
QualiaAriveSkyslope
3310 Mission Blvd, SD
$980K
AL
Andre Lewis
NurtureFeb 18
FUBAriveQualia

Tasks

San Diego Region · Jan 17
5 overdue
Overdue
5
Due today
8
This week
14
Completed
23
AllOnboardingCheck-insComplianceFollow-upOverdue
Overdue
5
Introductory call — Marco Vega
New AgentOnboarding
Was due Jan 13 · 4 days late
Compliance training sign-off — Lisa Chen
Compliance
Was due Jan 10 · 7 days late
7-day check-in call — Raj Patel
OnboardingCheck-in
Was due Jan 14 · 3 days late
FUB accountability review — Sofia Ramos
Low activityFollow-up
Was due Jan 15 · 2 days late
MLS access confirmation — Marco Vega
Onboarding
Was due Jan 12 · 5 days late
Due today
8
30-day check-in call — Marco Vega
OnboardingCheck-in
Due today · Jan 17
Lending adoption push — team message
AdoptionRegional
Due today · Jan 17
Q1 goal review — Kayla Monroe
Agent XGoal review
Due today · Jan 17
Resolve 3 overdue support tickets
SLA breachOps
Due today · SLA at risk
This week
14
60-day check-in — Lisa Chen
OnboardingCheck-in
Due Jan 19
90-day graduation review — Jordan Walsh
GraduatingCheck-in
Due Jan 21
Weekly recruiting pipeline review
RecruitingRecurring
Due Jan 20 · Every Monday
Skyslope compliance audit — January
ComplianceMonthly
Due Jan 22
Completed
23

Reports

Regional analytics
Lending adoption
By agent · By office · Trend
68%
Region avg
+12%
vs 90 days
5
Loans this wk
Escrow adoption
Qualia · Market share
84%
Region avg
+5%
vs 90 days
12
Opened MTD
Agent production
GCI · Units · YoY growth
$312K
GCI MTD
34
Units
+14%
YoY
Onboarding management
New agents · Training · Time-to-prod
10
In progress
3
Overdue
18d
Avg to prod
Regional production map
GCI by sub-market · Territory view
SLA & ops tickets
Performance · Cycle times · Resolution

Alerts

14 active · 3 need attention
3 urgent
Urgent
Deal conditions not met
9812 Pacific Ave — Nina Reyes. Lender conditions outstanding. Close date at risk.
35 min ago
Urgent
Agent inactive — 12 days
Sofia Ramos — no FUB activity, no calls, zero loan referrals YTD.
Today, 8:00 AM
Urgent
3 onboarding tasks overdue
Marco Vega, Lisa Chen, Raj Patel — compliance tasks past due.
Yesterday
Urgent
Informational
Kayla Monroe hits $7M MTD
New regional monthly record. Consider recognition post in feed.
2h ago
Info
Lending adoption below target
SD region at 68% vs 80% goal. 15 agents with no Q1 loan referrals.
Today, 7:30 AM
Watch
3 new agents joined this month
Marco Vega, Lisa Chen, Raj Patel now in onboarding flow.
Jan 15
New
New task