All Transactions
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By agent
By lead source
All transactions
Scroll sideways to see every column. Tap a row for the full record.
Mediocrity is a choice. So is excellence.
New transaction
Fill in what you have now. Come back and add dates and numbers as the deal moves.
My Dashboard
Snapshot
CEO Dashboard
How these are calculated
- Closed
- Deals with a Closed (Settlement) Date in the selected year.
- Pending
- Open deals that are Under Contract (or have an Under Contract Date) and haven't closed or been lost.
- Net Income
- Closed GCI minus Referrals, minus Deductions & Agent Income, minus Expenses.
- Pending Profit
- Pending GCI minus agent income and referral fees on pending deals.
- Projected Net Income
- Net Income plus Pending Profit.
- Cash Flow
- Pending deals with a Forecasted Close Date within the next 30, 60 or 90 days, including any already past their forecast.
- Monthly pending
- Placed in the month of the Forecasted Close Date; overdue or undated ones show in the current month.
GCI and Income
Listing and Buyer Avg Prices
$ Cash Flow
Seller Information
Buyer Information
Monthly Breakdown
Team Dashboard
Annual pacing is benchmarked against a 330-day working year, not the full calendar year.
Users
Offices, power teams and who's on each one. Power teams here roll up across every agent dropdown.
Vendors
Preferred vendors by category. These fill the vendor fields on New Transaction.
Lead Sources
Approved lead sources and how each one is producing. These fill the Lead Source field on New Transaction.
Expenses
Lead spend by source, invoices on file, and the return each source is producing.
Display Admin
What agents and the office TV can see. Everything else in Pace stays admin-only.
Goals
Set annual goals for the team, an office, a power team or an agent. Saved goals lock in and feed agents' personal dashboards.
Team Dashboard pacing targets (monthly circles)
Realtor.com
Contracts, billing, credits and open questions on the Realtor.com book.
Estimate - no Realtor.com statement loaded for this month yet. It's built from the contracts on file, which the July and August statements show are incomplete, so the real invoiced amount is likely higher. Download this month's statement once the month closes to replace it.
From the Realtor.com statement for this month (issued 10/15/26). Totals reconcile to the statement to the penny.
Every active contract
| Contract | Billing | Billed this month | Expires | Note |
|---|---|---|---|---|
| Total billed | — |
Invoices
June through September are verified line by line from Realtor.com's invoice detail. January to May are matched to the same contract by identical recurring amount; blank means a line that ended before June.
| Invoice | Date | Amount | Lender paid | Credits | Ludify paid | Balance | Contract |
|---|---|---|---|---|---|---|---|
| Total | — | — | — | — | — |
By zip
| Zip | Invoices | Billed | Lender paid | Credits | Ludify paid |
|---|
Who pays what
Credit beyond this month's bill rolls over into next month (confirmed by Realtor.com).
All contracts
Tap any column heading to sort; tap again to flip high-low. PIF contracts show their monthly equivalent (paid amount spread over the term). Totals cover every contract in the current view, however it's sorted.
| Zip | Market | Slot | Billing | Monthly cost | PIF paid | Annual cost | Leads/mo | Cost/lead | Term | Start | End | Days left | Order # | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| — contracts | — | — | — | — | — |
Expiration dates
Every active contract, soonest expiration first. Contracts with no date on file are at the bottom.
| Expires | Days left | Contract | Billing |
|---|
Credit history
| Date | Credit | Applied to | Amount | Status | Note |
|---|---|---|---|---|---|
| Total | — |
Contracts billed monthly
Current contracts and signed renewals. Totals above count what's active today.
| Contract | Per month | Term | Start | Expires | Order # | Status |
|---|---|---|---|---|---|---|
| Total | — |
Contracts paid in full (PIF6)
| Contract | Total paid | Months | Monthly equiv. | Term start | Expires | Order # | Status |
|---|---|---|---|---|---|---|---|
| Total | — | — |
Leads delivered by zip
Leads are the Follow Up Boss contacts whose source is Realtor.com, counted in the month they arrived and credited to the zip of the property they first inquired about. Contracted leads/mo and monthly cost cover the contracts active today; the actual average uses full months only. Appointments, signed, under contract and closed are the Pace deals linked to those same contacts.
Leads by month
| Month | Leads | In contracted zips | Other zips | No zip |
|---|
Integrations
Deals arrive from Follow Up Boss on their own. Anything you change on a deal in Pace stays changed.
REAL Caps
Where each agent and the company stand on their REAL cap year.