★

Brixworkbrixwork.co · Phase 1 Complete

Sunday, Jul 12, 2026 · July production · approval Fri Jul 31 · draws Mon Aug 3 · settlement Mon Aug 10

Leadership · Sunday, July 12, 2026

Dashboard

July production · day 12 of 31 · Aug 1 = Saturday, draws issue Mon Aug 3

Latest imported report Through Jun 30, 2026 · June.xlsx · Jul 1, 9:42 AM · Mauricio Saldana Review in Progress · 2 items →

Operational updates Entered through Jul 12, 2026 · 2:05 PM · Mauricio Saldana 6 manual updates since last import

Active agents

2 former excluded

Outstanding draw

$36,294

5 of 7 carry a balance

Latest agent commission payment

$11,980

Jonathan Cantu · Jul 10 settlement · June production · Paid ✓
Total paid this settlement: $12,206.25 (+ Natasha $226.25)

Projected next settlement

$13,484.75

July closings pending Jul 31 → est. paid Aug 10: Adolfo $4,944.75 · Jonathan $4,730 · Natasha $3,810

Approaching $12,000

2 +1 at threshold

2 projected to cross Aug 3

Backlog by timing

3 mo · 2 ≤30d · 13 later

27 homes · $187,942.50 · 7 dates passed

Contract reviews

Statements

{{ stmtPendingCount }} open

June acks due Wed Jul 15

Agents

Outstanding {{ sortArrow }}

● engine-sourced

● real roster · sample scenarios

Export CSV

Agent · status

Outstanding

After Aug 3 draw

Projected · July¹

Est. paid Aug 10¹

Mo / 30d / later

Flags

¹ Projected — July production, pending approval Fri Jul 31. Projected, approved and paid amounts are never combined. No draw is automatic at or above $12,000 — Sofia’s figure reflects her exception-approved draw only. Rows open the agent file.

Approvals pipeline · Jorge’s queue {{ queueCount }}

Awaiting Mauricio review · {{ mauricioCount }}

Reduced draw — Charlie Ocanas

Recommend approval → Jorge

Return to agent

Awaiting Jorge · {{ queueCount }}

Reduced draw — Charlie Ocanas

Deferred release — Jose De Leon

Empty — requests arrive here only after Mauricio’s recommendation.

Awaiting agent acknowledgement

Charlie Ocanas — reduced draw approved; final acknowledgement pending

Jose De Leon — release approved; final acknowledgement pending

Scheduled for issuance · Mon Aug 3

Charlie Ocanas — approved reduced draw, queued for the Aug 3 run

Jose De Leon — $1,000 release, queued for the Aug 3 run

Open decision queue

Leadership watchlist

Exception expiring — Sofia Arredondo

Ends Aug 31 · Jorge, Jun 28 · conditions on file

Projected over $12,000 on Aug 3

Recovery plan recommended — Charlie Ocanas

System recommendation — your call to activate

Recovery plan overdue — Jose De Leon

Activated Wed Jul 8 · due Fri Jul 10 · leadership-only

7 backlog dates passed

Adolfo 2 · Jonathan 2 · Josue 2 · Natasha 1 — oldest Jun 12 · plus 1 invalid eCOE, 1 stale row

June statements — {{ stmtPendingNames }}

Due Wed Jul 15 · 3 business days after publication

Upcoming payments

Mon Aug 3 · Draws{{ drawRange }}

Mon Aug 10 · Commission paid (proj.)$13,484.75

Roster

Agents

Outstanding{{ r.outFmt }}

Backlog mo / 30d / later{{ r.timing }}

Open file →

Agents / {{ detailVals.name }} ← back

{{ detailVals.name }}{{ detailVals.statusLabel }}Active

Outstanding

After Aug 3 draw

Backlog mo/30/later

June commission

Overview Draw history Closed commissions Commission payments Backlog Amendments Reduced-draw requests Exceptions Statements Correction requests Audit history

Position

Open items

Activity ledgerrunning balance →

Every entry is auditable — records are never deleted.

Pipeline

Backlog & amendments

Property

Agent(s)

Orig.

Current

Days

Exp. comm.

Amendment

Alert

{{ b.alert }} {{ b.act }} →

Showing 8 of 14 active · rows open the property drawer · cancelled contracts (2) are removed from active backlog but retained permanently in historyView cancelled & transferred →

Compliance · replaces the Sisu review queue

Contract submissions

Needs your review

Returned to agents

Awaiting signatures

Fully executed · July

Doc checklist coverage

required docs auto-derived from each term sheet — nothing is optional by accident

Property · buyer

Agent

Deal profile

Docs

Term-sheet check

Stage

Next action

{{ r.community }} · buyer {{ r.buyer }}

{{ r.alert }} {{ r.act }} →

Submissions are private per agent — agents never see each other's contracts. Approved packets route to signatures, then file into the backlog & commission pipeline automatically.Required-docs policy →

Team performance · real 2026 Sisu data

Production

▶ Display Mode

{{ c.b }} · {{ c.s }}

Buyer funnel · July vs pacing goals

Seller funnel · July vs pacing goals

Closed volume {{ prodVals.closedVol }} · pending {{ prodVals.pendVol }}
Closed GCI {{ prodVals.closedGci }} · pending {{ prodVals.pendGci }}
Avg price — listings {{ prodVals.listAvg }} · buyers {{ prodVals.buyAvg }}

Monthly breakdown · 2026

Month

Closed units

Closed volume

Closed GCI

Pending · volume

Display Mode for the office TV, date-range picker, and per-community boards come with the build-out. Former agents excluded from active boards by default.

{{ c.period }} · metric: {{ c.metric }}

Prize: {{ c.prize }}

Standings: {{ c.standings }}

+ Create a challenge — pick the metric, dates, participants, and prize

Your real task lists from Sisu — rules and all

Task manager

Task template

List

Due rule

Applies

Auto-assign

Applying a task list to a transaction stamps due dates from that deal's actual dates. Doc-type tasks (CO, Builder Certification, pre-approval letter) auto-complete when the matching document is approved in the Contracts module — one upload closes both.

Due & overdue right now

One agent · everything — production, activity, pipeline, money

Agent 360

Outstanding

After Aug 3

Next payment

Full draw ledger →

Personal funnel vs goals

Pipeline on the board

Contracts in flight: {{ a360Vals.subLine }}

Live activity

● BoldTrail feed + Momentum events

Wired to the BoldTrail API key at build-out — anything reported in BoldTrail lands here and rolls up to team Production automatically.

Coaching · leadership-only

You, Jul 12: {{ a360Vals.coachAdd }}

Save note

Every live deal, one board — Sisu stages, Momentum data

Pipeline board

Cards flow automatically: contract approval moves a deal onto the board, the closing record moves it to Funded. Drag-and-drop overrides come with the build-out.

Data sources & Sisu replacement status

BoldTrail & coverage

BoldTrail (kvCORE)

● Integration designed — add the API key at build-out

Momentum ingests the same webhook feed BoldTrail already sends to Sisu today. When an agent logs anything in BoldTrail, it lands here in seconds and rolls up to Production, the leaderboards, challenges, and each Agent 360 — no double entry, no Sisu in the middle. Manual logging on My Scoreboard stays as the fallback.

API key · ••••••••••••Webhook endpoint · /ingest/boldtrail

What syncs where

→

Recent sync log · sample of the live feed

Sisu coverage map — nothing gets lost

Alerts · Sunday, Jul 12

Alert center

Decisions needed

Reduced-draw request — Charlie Ocanas

Deferred-draw release — Jose De Leon

Requests awaiting agent acknowledgement, scheduled for issuance, or closed live in the Decision queue lifecycle — they never re-enter a leadership approval list.

Financial thresholds

Final-month threshold reached — Sofia Arredondo · $12,000

Reached Jul 1 · exception active through Aug 31 (Jorge, Jun 28)

Projected to reach $12,000 — Charlie Ocanas · Jose De Leon

{{ projLine }} · Aug 3 draw cycle

Former-agent balance — Lulu Cruz · $8,720

Inactive Mar 2026 · open until leadership marks it resolved

Pipeline & documentation

No active backlog — Jose De Leon · Charlie Ocanas

Neither has a home in the workbook backlog — no commission expected for the next settlement

Backlog dates passed — 7 homes · 4 agents

Adolfo 2 · Jonathan 2 · Josue 2 · Natasha 1 · oldest Jun 12 · no closing recorded

Invalid eCOE — B01L73CS · 7406 North 55th Street

Cell reads “411508”, not a date · Jonathan’s backlog · routed to import review

Duplicate closing — B01L63PR1 · $2,960 posted twice

Jonathan closed rows May 7 ×2 · same BlkLtID also on Natasha (1833 Miley Lane) and former agent Jaylynne (6301 Bentwood Dr) · reconcile in import review

Statements & plans

Recovery plan overdue — Jose De Leon

Activated Wed Jul 8 · due Fri Jul 10 (2 business days) · leadership-only, no financial penalty

June statements — {{ stmtPendingNames }}

Due Wed Jul 15 · reminders sent · leadership-only overdue alert

What agents seepreviewing: Josue Hinojosa

Statement acknowledgement

June statement · due Wed Jul 15

Next draw · Mon Aug 3 · +$3,000

Aug 1 falls on a Saturday — same cycle

No July closings on your board

Next scheduled: 1202 Knotty Pine Ln · Oct 30

2 closing dates passed · Jun 30

1314 Knotty Pine Ln · 2629 Marky St — ask leadership about status

Privacy line. Agents never see leadership-only alerts or anyone else’s money. “Recovery plan due” appears only when leadership activates one. The shared team view is names + backlog counts only.

June 2026 production · settled July

Statements

Ending balance

View

Published Fri Jul 10 · acknowledgement due Wed Jul 15 (3 business days) · acknowledgement never changes the financial calculation. Lifecycle: Draft → Under Review → Approved → Published to Agent → Agent Acknowledged → Dispute Submitted → Corrected.

Awaiting Mauricio review · {{ queueVals.mCount }}

Reduced draw — Charlie Ocanas{{ queueVals.rdStage }}

Requests {{ queueVals.rdAmtFmt }} of the standard $3,000 · {{ queueVals.rdDefFmt }} deferred · projected after issuance {{ queueVals.rdProjFmt }} · {{ queueVals.rdSubLine }} · reason and acknowledgement on file.

Charlie’s reason: “{{ queueVals.rdReason }}”

Recommend approval → Jorge

Return to agent for more information

Not in your queue yet — Mauricio is responsible for the next decision.

Awaiting Jorge approval · {{ queueCount }} — Jorge is responsible for the next decision

Nothing awaiting Jorge right now. Requests appear here only after Mauricio’s recommendation.

Reduced draw — Charlie Ocanas{{ queueVals.rdStage }}

Requests {{ queueVals.rdAmtFmt }} of the standard $3,000 for August · {{ queueVals.rdDefFmt }} stays deferred · submitted Sun Jul 12, inside the Wed Jul 29 cutoff.

Standard draw

$12,000

reaches Final Month — $12,000 or more

With this request

stays in Critical Window

Charlie’s reason: “{{ queueVals.rdReason }}” · Mauricio’s note travels with the file.

Mauricio’s recommendation: approve.

Approve {{ queueVals.rdAmtFmt }}

Decline with note

Return for more information

Deferred release — Jose De Leon{{ queueVals.relStage }}

Requests release of $1,000 held as deferred on his ledger (sample scenario) · requested Jul 9 · Mauricio recommended Jul 11 · releases issue with the draw cycle — Mon Aug 3, never mid-month. Partial release is allowed; any remainder stays deferred and needs a new request.

Exception required before this release can be approved.

Standard $3,000 draw + released $1,000 → balance before commission $13,333.75 — at or above the $12,000 final-month threshold. Two separate decisions are required. They are linked, but never combined.

Decision 1 · Final-month policy exception{{ queueVals.excStage }}

Generally one additional month · does not reduce or erase the balance · documented start and expiration · conditions recorded · approver: Jorge

Approve exception → Aug 31

Decline — keep funds deferred

Decision 2 · Release of deferred $1,000{{ queueVals.relStage }}

An approved exception does not automatically approve the release. Requires Jorge’s approval and Jose’s acknowledgement before issuance.

Approve $1,000 release

Decline

Each decision records your name, date, amount, and conditions — stored as linked but separate records with a full audit trail.

Reduced-draw policy: submit ≥3 business days before the draw date · late requests reviewed manually · approval + agent acknowledgement required before issuance.

Awaiting agent acknowledgement — no longer in Jorge’s queue

Reduced draw — Charlie Ocanas{{ queueVals.rdStage }}

Standard $3,000 · Requested {{ queueVals.rdAmtFmt }} · Approved {{ queueVals.rdAmtFmt }} · Deferred {{ queueVals.rdDefFmt }} · Current balance $9,000 · Projected after issuance {{ queueVals.rdProjFmt }} · Approved by Jorge · Mon Jul 13, 2026

Charlie confirms the final acknowledgement language from his Requests page — sign in as Charlie to complete it. Issuance cannot proceed without it.

Deferred release — Jose De Leon{{ queueVals.relStage }}

Approved release $1,000 · Current balance $9,333.75 · Projected after issuance $13,333.75 · Exception on file → Aug 31 · Approved by Jorge · Mon Jul 13, 2026

Jose has been notified and must acknowledge the approved terms before issuance.

Simulate Jose’s acknowledgement (prototype)

Scheduled for issuance

Reduced draw — Charlie OcanasScheduled · Mon Aug 3

Approved draw {{ queueVals.rdAmtFmt }} · Deferred {{ queueVals.rdDefFmt }} recorded separately · Issues Mon Aug 3 (Aug 1 = Saturday — next business day, same cycle) · Acknowledged Mon Jul 13, 2026 · Processing status: queued for the Aug 3 run

Deferred release — Jose De LeonScheduled · Mon Aug 3

Approved release $1,000 · Issues Mon Aug 3 with the draw cycle (Aug 1 = Saturday) · Exception on file → Aug 31 · Acknowledged Mon Jul 13, 2026 · Processing status: queued for the Aug 3 run

Returned for more information — with the agent, record preserved

Reduced draw — Charlie Ocanas{{ queueVals.rdStage }}

Requested {{ queueVals.rdAmtFmt }} · Deferred {{ queueVals.rdDefFmt }} · {{ queueVals.rdSubLine }} · Original acknowledgement retained in version history · Returned by {{ queueVals.rdRetBy }} · Mon Jul 13

· Mauricio’s prior recommendation retained

Clarification requested: “Please confirm your prospect pipeline — there is no backlog on your sheet.” Charlie’s reason: “{{ queueVals.rdReason }}” — he revises and resubmits the same record; nothing is deleted, full audit history retained.

Completed & closed requests — history, never deleted

Reduced draw — Charlie Ocanas · {{ queueVals.rdAmtFmt }}

Declined by Jorge · Mon Jul 13, 2026 · reason recorded with the file · Charlie notified Jul 13 · standard $3,000 issues Aug 3

Closed · Declined

Deferred release — Jose De Leon · $1,000

Declined by Jorge · Mon Jul 13, 2026 · reason recorded · Jose notified Jul 13 · $1,000 stays deferred — a future request is required

Closed · Declined

Reduced draw — Jose De Leon · $2,000 of $3,000

Issued Wed Jul 1, 2026 · actual amount $2,000 · resulting balance $9,333.75 · deferred $1,000 remaining · processed by Mauricio Saldana · full audit history on file

Issued

Leadership watchlist — awareness, not approvals

Watchlist items never enter the approval queue on their own — an agent appears above only after a request is formally submitted.

Data pipeline · Vivian’s reports, entered by Mauricio

Imports

Latest import · June periodReview in Progress

1 Uploaded ✓ 2 Comparing ✓ 3 Review in Progress 4 Ready for Approval 5 Approved 6 Applied 7 Archived

Data period

Through June 30, 2026

Imported

July 1, 2026 · 9:42 AM

Source file

2026 Agent Draw Report, June.xlsx

Imported by

Mauricio Saldana

Total 31 · New 14 · Updated 9 · Unchanged 6 · Approved 23 · Rejected 0 · 2 need review

An import cannot be marked Approved while unresolved records remain — Approved appears only after every discrepancy is resolved, accepted, or rejected.

Needs review · 2

Duplicate closing — B01L63PR1 · $2,960 posted twice

Two identical May 7 closed rows on Jonathan’s sheet · same BlkLtID also appears under Natasha (1833 Miley Lane) and former agent Jaylynne (6301 Bentwood Dr) · resolve before the Jul 31 approval

Keep one row

Keep both (shared)

Agent-name inconsistency — “Johnathan Cantu”

Report row doesn’t match an active agent exactly · likely Jonathan Cantu

Merge into Jonathan Cantu

Keep separate

Import history

Jul 1, 2026 · 2026 Agent Draw Report, June.xlsxReview in Progress · 2 open items

Jun 1, 2026 · 2026 Agent Draw Report, May.xlsxApplied · 11 added · 7 updated

May 1, 2026 · 2026 Agent Draw Report, April.xlsxArchived · 12 added · 5 updated

Import workflow — architecture for Phase 2

Upload monthly Excel report

Compare with the previous period

Identify changes — new draws · new closings · new backlog · removed or cancelled contracts · changed closing dates · commission changes · agent-name or property inconsistencies

Review proposed changes — approve or reject individually

Apply the approved import

Preserve the import audit history

Phase 1 shows the architecture, status, and review experience only — the full importer is a Phase 2 build. Vivian Child’s existing reports remain the source; Mauricio enters or imports the data.

Records · never deleted

Former agents

Lulu CruzInactive · Mar 2026

Unresolved draw balance$8,720

Balance stays visible until leadership marks it resolved · full history retained · no active login.

Closed: 1431 Stirrup Circle (B2L05RR) · Jan 26 · $6,280
Backlog on record: 1205 Bridle Way (B1L57RR) · eCOE Apr 30 passed · $3,185 — and 2606 Marky St (B01L02AE) · eCOE May 29 passed · $7,790. Both need a leadership decision.

Mark resolved (leadership decision)

Jaylynne MorenoInactive · Nov 2025

Draw balance$0 · resolved

Credit of $2,112.50 paid out at separation (D-6) · full history retained and searchable.

Closed: 2005 Su Casa Circle (B1L15PVH) · Dec 26 · $5,722.50 — and 2618 Marky St (B01L05AE) · Jan 5 · $8,390
Backlog on record: 6301 Bentwood Dr (B01L63PR1) · eCOE Jan 23 passed · $5,890 — same BlkLtID later closed under Jonathan and Natasha; flagged in import review.

Former agents are excluded from active-team totals by default, remain searchable by leadership, keep every historical record, and are never deleted.

★

Brixwork

Your June statement needs acknowledgement — due Wed, Jul 15.

Review & acknowledge

Your outstanding draw · Jul 12

$5,955

Momentum Needed

Focus on near-term opportunities — your commissions recover your draw first.

Cleared · $0

Healthy · $1–2,999

▲ you · $3,000–5,999

Recovery · $6,000–8,999

Critical · $9,000–11,999

Final · $12,000+

Official range $3,000 – $5,999 · Next threshold $6,000 (Recovery Planning) · $45 before next threshold · After next draw $8,955 — no July commission is currently projected

Your path

No July closings are on your board — your balance rises to $8,955 after the Aug 3 draw unless a passed-date home recloses this month.

Your two passed-date homes — 1314 Knotty Pine Ln ($6,450) and 2629 Marky St ($7,850) — are the fastest path: reclosing both this month clears your balance and creates a ≈$5,345 payment on Aug 10. Your scheduled closings (Oct 30 · Nov 30) apply at the Nov–Dec settlements.

Projected for your next settlementMon, Aug 10

$0No July closings scheduled

Next scheduled closing: 1202 Knotty Pine Ln · Oct 30 · projected balance after Aug 10: $8,955

Next events

July approval

Fri, Jul 31 · nothing pending on your board

Monthly draw

Mon, Aug 3 · Aug 1 is a Saturday

+$3,000

Settlement

Mon, Aug 10 · approved commission applies

est. $0 paid

Your outstanding draw · Jul 12

$9,000

Critical Window

Immediate leadership attention — Mauricio has your file this week.

Cleared · $0

Healthy · $1–2,999

Momentum · $3,000–5,999

Recovery · $6,000–8,999

▲ you · $9,000–11,999

Final · $12,000+

Official range $9,000 – $11,999 · Next threshold $12,000 (Final Month) · $3,000 before the threshold · After a full next draw $12,000

Your next full $3,000 draw would place you at or above the $12,000 final-month threshold.

You may request a smaller August draw — always your choice, never automatic. The difference stays deferred for a future request.

Open Requests →

Next events

Next draw

July commission

No July closings yet · 19 days left in production

$0 projected

Your backlog0 homes

No homes are under contract on your sheet. Commission can only come from new contracts — until one closes, each monthly draw adds to your balance.

The honest math

A contract written this month typically closes 60–90 days out — commission would apply at the Oct–Nov settlements. Pending contracts don’t change your status — only approved commission does. A reduced August draw slows the climb while you build a pipeline.

Your outstanding draw · Jul 12

$5,955

Momentum Needed · $3,000–5,999

Focus on near-term opportunities — your commissions recover your draw first. Next event: draw Mon Aug 3.

Projected · next settlementMon, Aug 10

No July closings on your board · next scheduled: 1202 Knotty Pine Ln · Oct 30 · balance after Aug 10: $8,955

Next draw

Mon Aug 3 · Aug 1 is a Saturday

+$3,000

Projected ending balance

after the Aug 10 settlement

$8,955

My backlog4 active

0 this production month2 dates passed · Jun 302 later · Oct 30 & Nov 30

Your path

Reclose 1314 Knotty Pine Ln & 2629 Marky St (est. $14,300 combined) — that clears your balance and pays ≈$5,345 on Aug 10.

June statement ready

Acknowledgement due Wed Jul 15

Review

Your outstanding draw · Jul 12

$9,000

Critical Window · $9,000–11,999

Immediate leadership attention — Mauricio has your file this week.

Your next full $3,000 draw would place you at or above the $12,000 final-month threshold.

You may request a smaller August draw — always your choice, never automatic. The difference stays deferred for a future request.

Request a reduced draw

Next draw

July commission

No July closings yet · 19 days left

$0 projected

Your backlog0 homes

No homes are under contract on your sheet. Commission can only come from new contracts — until one closes, each monthly draw adds to your balance.

June statement ready

Acknowledgement due Wed Jul 15

Review

My activity

Your complete financial history — private to you. Projected amounts are labeled and never mixed with approved or paid.

Draw history

Draw date

Standard

Issued

Deferred

Later released

Notes

Closed commissions

Closed {{ cm.cd }}

Your rate

Commission

Production

Settlement

Upcoming settlementnot yet approved or paid — estimates only

Production

Projected commission

Expected approval

Scheduled settlement

Est. applied to draw

Est. payable

Est. ending balance

Payment historyapproved and processed only

Production

Settlement

Approved commission

Applied to draw

Paid to you

Paid on

Ending balance

My backlog

Closing date passed · 2 — status unknown

1314 Knotty Pine Ln B5L30WO2B

Woodland Oaks · eCOE was Tue Jun 30 — no closing recorded

$6,450

2629 Marky St B01L13AE

Ashwood Estates · eCOE was Tue Jun 30 — no closing recorded

$7,850

Beyond 30 days · 2

1202 Knotty Pine Ln B5L37WO2B

Woodland Oaks · closes Fri Oct 30 → Nov 10 settlement

$8,490

28016 Kingbird Lane B02L08RB

RABB Ranch · closes Mon Nov 30 → Dec 10 settlement

$6,210

Backlog total $29,000 across 4 homes. The two passed-date homes are your fastest path — ask leadership for builder status.

No homes in backlog0 active

Your sheet shows no homes under contract since you joined in May 2026.

No commission is expected within 30 days — writing your next contract is the strongest move on the board. Commission from a contract written now typically applies at the Oct–Nov settlements.

Team backlognames & counts only — never money, properties, or dates

Company backlog: 14 contracts under contract, not yet closed.

Your production · updates the team boards instantly

My scoreboard

My funnel vs goals

Where you rank

CRM sync

● BoldTrail · integration point

Private to you — leadership & the TC see all, other agents see nothing

My contracts

+ Start a submission

Returned for correction {{ acx.retAddr }} {{ acx.retLegal }} buyer {{ acx.retBuyer }}

Mauricio, Jul 10: {{ acx.retReason }}

⬇ Drag the corrected Exhibit A here

It files as version 2 on the same record — v1 and all of Mauricio's notes stay attached. Nothing gets lost in email.

Upload corrected file

New contract submission

Answer three questions from your executed term sheet — Momentum derives the exact document checklist URH requires. You can't submit a packet with anything missing.

Construction state

Financing

Non-realty items included?

Your required checklist · {{ acx.wCount }}

⬇ Drag your PDFs here — any of them, in any order

Momentum reads the filename and files each one into the right slot below. Or use Browse on any line. No email. No lost versions.

Browse…

Submit packet for review

{{ s.community }} · buyer {{ s.buyer }}

docs

Once fully executed, your contract files into your backlog automatically and starts counting toward your projected commissions.

No contracts submitted yet

A new contract is the fastest path to commission — and the fastest path out of your draw balance. Start a submission above when your buyer signs the term sheet.

My statements

★

June 2026 statement

Production June · settled Jul 10 · published Fri Jul 10

View statement

Statements contain approved and paid amounts only. Acknowledging never changes the math — corrections go through a correction request.

Requests

✓

No open requests

From here you can request a voluntary reduced draw, the release of previously deferred funds, or a correction to any record. Requests go to Mauricio, and Jorge gives final approval.

Voluntary reduced draw for August · submit by Wed Jul 29 (3 business days before the Mon Aug 3 issuance)

Your previous request was declined

Jorge’s note is in your file. The standard $3,000 will issue Mon Aug 3. You may submit a new request below.

Returned for more information — by {{ agentVals.rdReturnByName }} · Mon Jul 13Returned for More Information

Clarification requested: “Your sheet shows no backlog — please confirm your prospect pipeline and the expected timing of your next contract.”

Version history preserved: original request of {{ agentVals.rdOrigAmtFmt }} with its acknowledgement, submitted Sun Jul 12 · Mauricio’s earlier recommendation stays on file. Revise the amount (presets or custom) and reason below — the revised version requires a fresh acknowledgement before resubmitting.

Choose your August draw

Custom

Any amount from $0 up to the standard $3,000 · {{ agentVals.rdDefFmt }} stays deferred with the amount shown

With the full $3,000 draw

$12,000

reaches Final Month — $12,000 or more

With your request

{{ agentVals.rdDistLine }} · deferred funds don’t count until issued

Standard draw $3,000 · Requested {{ agentVals.rdAmtFmt }} · Deferred {{ agentVals.rdDefFmt }} · Opening balance $9,000 · Projected after issuance {{ agentVals.rdProjFmt }} · {{ agentVals.rdDistLine }}

Your reason · required

“I voluntarily request a monthly draw of the amount shown instead of the standard $3,000. I understand that the remaining amount will be deferred and will not automatically be issued in a future month. I understand that any release of deferred funds requires a separate request and leadership approval.”

Amount shown: {{ agentVals.rdAmtFmt }} · deferred: {{ agentVals.rdDefFmt }}

Goes to Mauricio, then Jorge · you’ll acknowledge again after the decision

Reduced draw · {{ agentVals.rdAmtFmt }} of $3,000{{ agentVals.rdDefFmt }} deferred

●

Final approved terms — review before confirming

Standard draw $3,000 · Requested {{ agentVals.rdAmtFmt }} · Approved {{ agentVals.rdAmtFmt }} · Deferred {{ agentVals.rdDefFmt }} · Current outstanding draw $9,000 · Projected after issuance {{ agentVals.rdProjFmt }} · Scheduled issuance Mon, Aug 3 (Aug 1 = Saturday) · Approved by Jorge · Mon Jul 13, 2026

“I acknowledge the final approved draw amount shown. I understand the amount I will receive, the amount that will remain deferred, and that deferred funds will not automatically be issued in a future month. Any future release requires a separate request and leadership approval.”

Confirm and Schedule Issuance

{{ drawer.community }} · {{ drawer.legal }} {{ drawer.legalSub }}

Agent(s)

Contract date

Original closing

Current expected closing

Expected sales price · rate

{{ drawer.price }} · {{ drawer.rate }}

Expected commission

{{ drawer.commFmt }} editable

Responsible

Production month

Amendment timeline

Add note

Notes

{{ n.who }} — {{ n.text }}

Contract actions

Transfer to replacement Reassign agent Share with another agent Adjust commission Reduce sales price Cancel contract

Every action keeps full history — records are never deleted.

{{ cxDrawer.community }} · {{ cxDrawer.legal }} · buyer {{ cxDrawer.buyer }} · {{ cxDrawer.agent }}

Term-sheet sales price

Contract sales price

Elevation · options

Incentives on term sheet

Submitted

Expected closing → production

Required documents · derived from the term sheet

Approve

Return

Term-sheet cross-check

Pipeline

DocuSign envelope

Packet gate

Approve packet & send for signatures

Return to {{ cxDrawer.agentFirst }} with notes

Record fully executed & file to backlog

Notes & history

{{ n.who }} — {{ n.text }}

Every review action is recorded with actor and timestamp — records are never deleted. Signature routing is the future e-sign integration point (DocuSign / SisuSign replacement).

★

Brixwork · Team Board

Sunday, July 12, 2026 · click anywhere to exit

{{ c.b }} · {{ c.s }}

Document review · {{ dv.addr }} · {{ dv.buyer }}

{{ dv.docSub }} · {{ dv.agent }} · {{ dv.legal }}

Close ✕

Versions

{{ v.v }} — {{ v.sub }}

one record, every version — never an email chain

U R HOME TEXAS · {{ dv.addr }}

✎ note

Rendered from the uploaded file — in the build-out this is the actual PDF with the same note pins in the margin.

Notes on this document

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Brixwork · U·R Home Texas

Monthly Statement

Production · June 2026 · Settlement · July 2026
Published Fri Jul 10 · ack due Wed Jul 15

Close ✕

Opening draw balance · Jun 30{{ stmtSheet.openFmt }}

Deferred draw released$0

Balance before commission{{ stmtSheet.beforeFmt }}

Commission · {{ stmtSheet.prop }}{{ stmtSheet.legal }}Approved · Jun 30

↳ applied to your draw{{ stmtSheet.appliedFmt }}

↳ commission paid · Fri Jul 10{{ stmtSheet.paidFmt }}

Ending outstanding draw balance{{ stmtSheet.endingFmt }}

Reviewed and acknowledged. Acknowledging does not waive corrections.

Acknowledged

I acknowledge that I have reviewed this statement for June 2026 production. Acknowledging does not waive corrections — anything incorrect can go to a correction request.

Acknowledge

Leadership view — only the agent can acknowledge. Reminders sent automatically; overdue becomes a leadership-only alert.

Statement 2026-06 · projected amounts never appear on statementsPrint · Download PDF · Submit a correction request