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Priority

Production tells you who counts. Visibility tells you what to bring them.

Priority ranks your clients and prospects into one list. A large producer with a wide visibility gap outranks a quiet relationship with nothing to discuss.
Advisor Focus Queue
Example Advisor Focus Queue ranking sample agents by Advisor Priority Score
Agent12-month productionVisibilityPriorityWhy now
Agent ASample Brokerage$31M64196CriticalHigh production paired with a large AI and local visibility gap
Agent BSample Realty$24M71291CriticalFast growth with positive visibility momentum worth reinforcing
Agent CSample Partners$18M58887HighStrong production, weak portal and entity consistency
Agent DSample Group$12M77468MonitorHealthy visibility, review velocity slowing since last quarter

Illustrative product interface. Sample data shown for demonstration; not a customer account.

How the ranking is built

Production level and trajectory, visibility opportunity, relationship context, and recent signals combine into an Advisor Priority Score. The reason sits next to the rank, so the order is explainable in a meeting.

  • A 0 to 100 score with Critical, High, Monitor, and Low tiers
  • Production context sourced through licensed data providers, subject to access and licensing
  • The reason shown alongside every row, never a bare number

Prospecting on the same list

Saved searches let you build a prospect list on the filters that matter, then work it from the same queue as your existing book.

  • Filter by city, ZIP, community, office, brokerage, or team
  • Combine strong production with weak visibility, which is where the opportunity usually is
  • Active clients excluded from prospect results automatically
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The rest of the platform

Every feature is built to feed the next one. Here is what else is in the box.

Bring more value to every agent relationship.

See what Visibility Insider reads in your own market. Built for title reps and their teams.

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