J4 Heritage Group

Team Cockpit

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J4HG Cockpit

J4 Heritage Group COCKPIT

🏠 Dashboard

📁 Transactions

🎯 Leads

📊 EOS Goals

🛠 Change Requests

Transactions

Contract to close, with milestone reminders

Leads

Live from j4lp.com + manual. GHL stays your nurture engine; work them here.

EOS Goals

Scorecard, Rocks, To-Dos and Issues for the J4HG L10

📊 Scorecard

🪨 Rocks

✅ To-Dos

⚠ Issues

Change Requests

Ask for a website or dashboard change. Notifies Stephanie by email.

Deal

Property & Parties

Property Address *

MLS #

Side

Agent

TC / Coordinator

Client

Client Phone

Client Email

Status & Money

Status

Sale Price ($)

Commission ($)

Title Company

Lender

Key Dates

Contract

Option Ends

Financing Deadline

Appraisal Due

Closing

Milestone Checklist

Notes

Lead

Contact

Name

Phone

Email

County

Message / Notes

Contact

Status

Rock

Rock *

Owner

Quarter

Due

Status

Progress %

Change Request

What needs to change? *

Detail

Target

Priority

Status

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