Ask Vikram
Vikram sees the mortgage pipeline, the insurance pipeline and the recruit programme together. Private to you — he never sends anything to anyone.
My Coaching
Vikram's honest feedback on your calls — tone, clarity, and what to improve. Private to you, never shown to any client.
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Tasks
Every action item from your calls — clients, recruits, and key partners — lands here on its own. Green means done, red is due within 24 hours, yellow is coming up, purple means the deadline passed with nothing done.
Key Partners
People you meet networking — realtors, accountants, other referral sources — plus clients and recruits you scan on the spot. Scan a business card or fill it in by hand, and a warm "great meeting you" message goes out on WhatsApp, SMS and email right away.
Mortgage pipeline
Every deal, one place. Search, filter, and track from lead to funded — plus follow-up, referral, and financial-planning tracking.
| Client | Deal | City | Age | Stage | Closing | Referral | Call |
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Recruits — Guru's Training Dashboard
The 90-day mortgage training program. Switch on "Guru assigned" and Guru starts sending the recruit their daily task the next day, one day at a time, for 90 straight calendar days. A day turns green when the recruit replies that the task is done; no reply, or a "not done" reply, leaves it red.
| Recruit | Contact | Guru assigned | Current day | Progress | Top 100 list |
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