Anderson Hicks Group AHG Tools
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Records

Sales Leads Jots Audit Daily new leads Goals

Reports

Leadership dashboard Agent hustle board Pending tracker Report distribution

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Sales

Type
Date

Leads

New lead. It saves once the starred fields are filled in.
Received 
Appointment 
Appointment status 
Rep contract signed 

Lead

People

Consultations

First consultationSecond consultation*Third consultation* Appt set on Appt set for Appt set by Appointment date Handoff date Handoff on time Appt status

* The second and third consultation are not for follow-up appointments after the consultation. Use them only if we lost touch, then regained it and held a follow-up consultation, and only if 6 months have passed since the previous consultation.

Progress

Lead record note

Jots

Opportunity Path submissions from Jotform

In AHG Tools

History

Daily Leadership Dashboard

Month goals are the year goal spread by the workbook's season allocation. The year bar's line is where the year should be today. Light bars are the goal, dark bars the actual.

Agent Hustle Board

Green and red follow the KPI platform's thresholds for each column. R90 is the last 90 days; MTD is this month to date. Contracts leave out referrals.

Pending tracker

Type
Due or overdueDue within 2 daysLater✓ DoneNA

Team

Everyone on the team, past and present, and who can sign in to AHG Tools.

Add team member

On the team

Sign-in to AHG Tools

Also add them to the agent list on the jots in Jotform.
Role

Sign-ins not linked to a team member

Admin sign-inSees and edits everything, and manages this page and report emails.
Staff sign-inSees and edits every sale and lead.
Agent sign-inViews only their own sales (primary agent or on the split) and their leads, plus anyone they assist (set on their page). Can't change anything.
‹ Team

Former

Their roles end that day, they drop off the reports, and their sign-in turns off. Their sales, leads, and history stay.

Details

Changing the role here also ends the old role and starts the new one in the role history, as of today.

Sign-in to AHG Tools

Role history

Jotform and reports

Jotform name (how the jots spell them)

The hustle board lists active team members whose role is Agent, unless this is off.

Their goals

Tools

Bonuses

Report distribution

Each email holds one or more reports and goes to groups from the Team page and any addresses you add. Sent from reports@andersonhicks.com; times are Mountain time, within 15 minutes.

New distribution

Reports in this email, in order
Who gets it
How often
On these days

Recent sends

Goals

Starts from their goals last year, or the team's usual ratios.

Agents' income goal is their own pay, their 50% of gross commission; the GCI column is what that brings the team. The team's row is the team's own goal, with agents' goals added up under it for comparison.

‹ Goals

What they're aiming for

What it takes

Settings

Lists the whole team's tools rely on.

Business-day holidays

The purchase and sale agreement (Idaho REALTORS RE-21, section 26) counts business days as Monday to Friday, leaving out the legal holidays in Idaho Code 73-108. A holiday on a Saturday is observed the Friday before, one on a Sunday the Monday after. Juneteenth is a federal holiday but not an Idaho one, so it isn't here. The pending tracker's deadlines skip these days.

Year
Adds that year's Idaho holidays by the 73-108 rules. Days added by hand stay.

73-108 also counts any day the President or the Governor appoints, so add those by hand when one is declared.

Audit

Records that need a second look. Fix the record and the item clears itself within a few minutes, or mark it OK if it's right as it is.

Rules

Daily new leads

How many new leads came in each day, from Brivity. One number a day.

AHG Tools

Anderson Hicks Group's internal tools.

Not in projections

New sale. It saves once the starred fields are filled in.
Gross potential 
Brokerage commission 
Commission to disburse 
Closing 

Sale

From the lead

Lead rep
Rep date
Source
Appt set by
Lead type
Credit

Commission

Purchase price Concessions Comm pd on concessions Commissions based on Commission is fixed amt Expected comm percent Commission fixed amount Transaction fees/bonuses Gross potential commission Include in projections

Referral and adjustments

Commission rebates Referral percent paid Referring agent name Referral paid by Referral paid before team Brokerage commission Referral paid by team Adjustments at team level Commission to disburse

Settlement and deposit

File number Actual settlement date Check to team date Deposit date Agent paid date Deposit check number Deposit check amount Deposit batch num

DaysCompleted Earnest money Loan commitment Seller response Buyer response

Other required items

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