Dashboard

Live

Real-time overview of your brokerage activity.

Guest Cards
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Lease Confirms
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Signed LCs
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Revenue Billed
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Movers Forms
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Conv. Rate
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LCs → signed
Top Agents
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Recent Activity
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Monthly Activity
Guest Cards Lease Confirms Signed
Quick Actions

Guest Cards

Every guest card your agents have sent, kept on file.

Total
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This Month
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Markets
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Active Agents
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Click Refresh to load guest cards.

Lease Confirmations

All lease confirmations sent by agents.

Total
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Signed
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Pending
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This Month
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Click Refresh to load lease confirmations.

Movers Forms

All movers forms sent by agents.

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Click Refresh to load movers forms.

Agents

Manage the agent roster used in guest card submissions.

Total Agents
28
SA (210)
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Other Areas
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VA Hours

Time worked and what's owed, by 2-week pay period. Days are US Central.

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VAs
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Hours
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Owed
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Need review
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Properties

All properties in the database.

Total Properties
8,501

Settings

Brokerage configuration and white-label options.

Brokerage Info
Stripe / Billing

Tools

Site copy, one-off maintenance, password recovery, and vendor registration.

Site Copy
The volatile bits of getcorecollect.com.
Maintenance
One-off data migrations. Scan first; nothing is written until Apply.

Recovery & Password Reset

Reset agent PINs, admin passwords, and recover access. All resets are saved immediately.

Reset Agent PIN

Agents log in with a 4-digit PIN. Use this to reset any agent's PIN immediately — they can use the new PIN right away. Default PIN is 1234.

Change Admin Password

Change the password for the brokerage admin account (admin). Takes effect immediately — you'll need the new password on next login.

All Agent PINs

Current stored PINs for all agents. Agents without a custom PIN use the default 1234.

Click Load to see all agent PINs.

Billing & Accounting

Manage invoices, payouts, and accounting reports for your brokerage.

How billing works
Not invoiced
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Waiting on property
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Agent owed
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Closed
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Advanced, not collected
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Collected this month
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paid by the property
Company share this month
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of the above
Outstanding
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Click Refresh to load invoices.

Earnings

Agent commissions from signed lease confirmations.

Total Earned
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This Month
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Signed LCs
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Avg Per LC
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Click Refresh to load earnings.

Admin Users

Manage admin access and permissions.

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Vendor Registration

Get the brokerage on file as a payable vendor with the management companies that hold the most doors.

Active
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Submitted
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Not started
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Expired
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Properties unlocked
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Brokerage packet
Filled in once. Every registration below is submitted from this same packet.
Generic certificate — no property named as holder, so one COI covers all 25.
Top 25 management companies
Ranked by properties in the catalog. Edits save as you leave each field.
Company Properties Status Submitted Their AP contact Vendor portal
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Messages

Agent help requests and support messages.

Click Refresh to load messages.

Platform

CoreCollect brokerage management.

Total Brokerages
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Active
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Platform Revenue
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Site Copy

The volatile bits of getcorecollect.com. Everything else on that page is static and ships with a deploy.

Leave a field blank to use what shipped. The page carries the current copy in its own HTML, so a blank here means “revert to that” — not “show nothing”. That is also what search engines and link previews read, so treat the static copy as the SEO copy and these as campaign overrides.

Hero headline

Plain text. Ships as “Get paid for the deals you”.
Rendered in the brand colour. Ships as “close.”

Stats

Numbers only — the page adds the $, + and % around them.
Ships as 100.
Ships as 5000.
Ships as 7.3, rendered as $7.3M+.
Ships as 98.

Crash course strip

Untick to hide it immediately, without waiting for the date to pass.
Ships as “Free CoreCollect crash course”.
Free text. Ships as “August 7 · 9:00 AM Central · on Zoom”.
Ships as “Join the session”.
Must start with http:// or https://.
With an explicit offset so it expires at the same moment everywhere. Central is -05:00 Mar–Nov, -06:00 Nov–Mar.
Live within a minute. Visitors who have seen the page before may keep the previous copy until their next load.

Maintenance

One-off data migrations. Scan first; nothing is written until you press Apply.

Login picker — what an agent would see
Runs the same fetch and the same filter the login screen runs, from here. If someone reports they cannot sign in, check this before asking them to do anything. A row marked HIDDEN says exactly which test rejected it.
Signed-LC PDFs on existing invoices
Invoices created from a cleanly-signed lease confirmation never received the PDF, because the form read the LC's pdfData and a successful signature writes pdfUrl. This copies it across, matching each invoice to its LC on linkedInvoiceNumber. Invoices predating that back-link cannot be matched and are reported, not guessed.

 


 
 

 
Grant manageSettings to existing viewSettings admins

 
Settings writes are moving behind a dedicated manageSettings permission (separate from viewSettings, which only ever gated the page's visibility). This finds every admin, in every brokerage, who has viewSettings but not yet manageSettings, and grants it -- so nobody's access narrows on cutover. superadmin and platform admin are unaffected; both already bypass this check. Safe to re-run -- a second pass finds nothing left to do.

 

 
 
 

 

 


 
 

 
Ownership dry-run

 
Agent-ownership enforcement on invoices/guest_cards/pipeline is shipped but OFF (ENFORCE_AGENT_OWNERSHIP is false) -- every check still runs and logs what it would have blocked or filtered. This should stay empty during normal use; every real call site already sends its own agent's identity. A VA filing a guest card under whichever agent they're "Working As" also logs here (reason va_on_behalf_of) -- that one is expected and is not a violation, just usage visibility. Capped at the latest 500 entries.

 

 
 
 

 

 


 
 

 
Agent ownership: agentId backfill scan

 
Scans every brokerage's invoices, guest_cards, pipeline and pipeline_homes for records with an agentName but no agentId, and matches each name against that brokerage's own agent roster. Proposes a backfill only where the name resolves to exactly ONE agent -- two or more agents sharing that name are reported as ambiguous, by name and candidate list, rather than guessed at. Read-only: this proposes, it never writes.

 

 
 

 

 


 
 

 
Billing self-check

 
Recomputes, directly from live data: every invoice's status bucket (and that the buckets sum to the total); Outstanding (Waiting on property + Advanced, not collected) by brokerage and overall; that per-brokerage totals sum to the all-brokerages totals; RISE Agent Payouts totals against the agent-share math on the underlying invoices; invoices missing amount/agent/submitted-date/property-email, or whose agent name/id matches no roster record; likely duplicate submissions (same client + property, not voided, within 60 days); and every invoice with a recorded partial payment. Writes nothing, ever.

 

 
 
 

 

 


 
 

 
EmailJS history check

 
Lists every email sent through our EmailJS account in the last 30 days whose recipient is not one we know (agents, admins, properties, clients, applicants on file) and whose subject matches none of ours. Read-only; shows date, template, recipients and subject, never message bodies.

 

 
 
 

 

 


 
 

 
Email designs

 
Preview any email in the new design with sample data, at phone or desktop width. "Send test" emails the sample to team@getcorecollect.com only, through the same sender as live mail. Nothing is read or saved.

 

 
 
 
 
 
 
 

 

 
 

 


 

 
 

 
 
 

 
Signup Requests
New brokerage and agent applications from getcorecollect.com

 

 
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Affiliate Program

 
Manage referral partners. Each gets a unique URL; brokerages that sign up via that URL are tracked for residual payouts.

 

 
 


 

 
+ Add New Affiliate

 

 

 

 

 

 

 
 


 

 




 
    

      

        

          
Errors

          
Production errors captured from all customer sites

        

        

          
          
        

      

      
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Add Brokerage

 
Onboard a new brokerage to the CoreCollect platform.

 

 

 
Brokerage Details

 

 

 

 

 

 

 

 

 

 

 

 

 

 
 

 

 

 

 
 

 

 
 
 

 

 

 
 
 
Upload the image to Imgur, Cloudinary, or your own CDN first, then paste the direct link here. The new brokerage's agents will see this logo on guest cards, lease confirmations, and movers forms they send.

 

 

 

 

 

 
Legal & License Information



 

 

 

 

 

 
Admin Login

 

 
 



 

 

 Note about admin permissions: The admin account you create here will get view-only access to their brokerage's dashboard, guest cards, lease confirmations, movers forms, invoices, and earnings — plus the ability to add/remove agents. They cannot delete records, edit invoices, change settings, or manage properties. You (the platform admin) retain full control.