Overview
Active This Week
of total members
Offers Submitted
this week
Broker Calls
this week
Owner Calls
this week
Top Performers — Last 30 Days
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Inactive Members
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Name Email Joined Activity Offers Broker Owner Q&A Portal Skool Last Active
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Members who need a nudge, prioritized warmest first. Each one drops off the list for 14 days once you reach out.

Replies to review
Outreach queue
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Member Edit History
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Pending Deal Submissions
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Verified Deals
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Verified Deals Map
Submitters
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Submissions
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Deals awaiting review
one row per deal
From Skool + texts
posts, comments, DMs, bios, GHL
From calls
mentorship recaps + sales calls
Approved → on the map
verified deals created here
Deal mentions
WhoDealSaidSourceConf.Actions
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Edit the name, units, city, or state in the row before approving — those are what go on the pin. Approve geocodes the address (or the city, reusing an existing pin in that city when there is one), creates a verified deal in the Deals tab, and marks other mentions of the same deal as duplicates. The closer portal's map picks it up within 5 minutes; reps see first names only.

Pending Approvals
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Send Individual Invite

Send a personal invite email with a unique registration link directly to one person.

Bulk Invite by CSV

Upload a CSV with name,email columns. Each person gets a personal invite email with a unique registration link.

Invite Codes
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Approved Emails
CSV should have one email per row, or a column named "email"
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Mentee Investor Profiles
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Email Verification
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$250 Investor-Profile Gift Cards
MemberEmailCodeStatusIssuedExpiresEmailActions
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Member Roadmap Progress
Member Progress Last activity
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Mentorship Events
Day Title Time Host Zoom Tier Active
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Sales Call Requests
Name Email Phone Challenge Income Capital Commitment Partner Status Submitted
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