Platform
An operating system for agent relationships
Your workspace
Good morning, Alex
- My Agents
- 48
- Clients and prospects
- Audits in progress
- 3
- Reports ready
- 12
Your next conversations
Avery Morgan
Review the completed digital audit
Jordan Ellis
Prepare an agent dashboard
Riley Parker
Review the monthly Insider Digest
Features
Everything in the platform
Agent Insider
Find agents by sales volume, closed transactions, primary market, office location, and contact availability. Open a profile to understand their business.
Learn moreMy Agents
Keep clients and prospects together, with relationship context and a direct path to audits, dashboards, and strategy sessions.
Learn moreOverview
Open the platform and the day is already prioritized. Book-of-business metrics at the top, an opportunity feed underneath.
Learn morePriority
A ranked list of who to work today, built from production, trajectory, visibility opportunity, and recent signals.
Learn moreVisibility and Priority Scores
Two scores, kept deliberately apart. The Visibility Score is the agent's. The Advisor Priority Score is yours and never leaves the platform.
Learn moreIntelligence Modules
Visibility is no longer one channel. Nine surfaces measured together and tracked over time, from AI answers to portal profiles.
Learn moreLinked Profile Intelligence
Link the profiles that define an agent's identity, then check whether they agree. Conflicts become findings with evidence attached.
Learn moreDigital Audit
Review website health, Google presence, reviews, search results, backlinks, keywords and AI search visibility in one clear report with evidence and an action plan.
Learn moreAgent Dashboard
Turn an agent's transaction history into a performance dashboard. Two versions: listing performance and buyer representation.
Learn moreOpportunities and Briefs
Deterministic rules turn findings into opportunities with evidence attached, then assemble the two-minute meeting brief.
Learn moreStrategy Sessions
A full-screen presentation mode with a fixed agenda. The meeting ends with an action plan and a date for the next review.
Learn moreReports
Four report types on one design system, rendered from the same source so the web report and the PDF always match.
Learn moreAgent Visibility Updates
Recurring updates that keep the value coming between meetings, with your name and branding attached.
Learn moreAdvisor Enablement
The platform is only half of it. Training on what the data means and how to run the conversation comes with it.
Learn more
How it works
From a name in your book to a conversation worth having
- 01
Add an agent or prospect
Start from a name and market. Link the official profiles you know about, and add the communities the agent wants to own.
- 02
The platform builds the picture
Visibility Insider normalizes the agent's digital footprint, evaluates each visibility surface, and records a snapshot it can compare against later.
- 03
Two scores, two decisions
The Visibility Score describes the agent's digital visibility. The Advisor Priority Score tells you where this relationship sits among everyone else you cover.
- 04
Opportunities become conversations
Findings are turned into opportunities with evidence and a recommended action, then into a meeting brief with talking points and questions to ask.
- 05
The relationship keeps its rhythm
Monitoring continues, changes surface as alerts, and Advisor-branded updates give the agent something useful between meetings.
How it is built
Decisions we made on purpose
Scoring is deterministic and server-side
Scores are calculated by the platform, not written by a language model. AI explains what a result means; it does not decide the result.
Production stays separate from visibility
A high-producing agent can still have weak digital visibility. Collapsing the two would hide the gap that matters most.
Every field carries its source
Information confirmed by a person, retrieved from a public page, or supplied by a provider is labeled differently, with a verification status and a last-checked date.
Advisor-only intelligence stays Advisor-only
Prioritization, production ranking, and relationship context are never exposed in agent-facing reports or emails.
Methodology stays confidential
Component weights, normalization, and scoring logic are proprietary. What is explained publicly is what a score means and how to improve it.
Communication is consent-aware
Preferences, suppression, unsubscribe, delivery status, and an audit trail are first-class parts of the system, not an afterthought.
See it against your own book of business.
Book a demo and see it read the agents in your own market. Built for title reps and their teams.