Your account is waiting to be set up.
You’re signed in, but your administrator hasn’t assigned you to a company yet. As soon as they do, you’ll have full access to the map.
Each company sees only its own dispositions, notes, and team. New signups start unassigned and stay blocked until you add them here.
Set your own monthly targets. Goals marked REQUIRED are assigned to you — your manager can require any goal, and you must set a target before continuing.
Your own status changes and notes — tap a row to open the lead.
Each user's activity and goals. Tap the pin icon to make a goal required — even before the user has set one. They'll be asked to set it on their next login.
Leads that have just become available in your area — fresh from the 12-months-out window, so they're new to you. Old leads aging out are never counted against this number.
Draw a box on the map and export every eligible lead inside it — same CSV as the City export: first name, last name, birth month/year, street address, and city/state. 3–12 months out (same as the map). Red leads (touched in last 30 days) are never included.
The quick way: download a CSV of eligible leads in one city — first name, last name, birth month/year, street address, and city/state, capped at the number of people you choose (default 25). Leads touched in the last 30 days (red) are never included, and the list is pulled as the closest-together cluster for a drive route.
Download this month's call list — every lead across your territory that is 4–9 months from turning 65 and has a phone number. It rolls forward automatically every month. Sorted by city, then first name, then birth month.
Found a bug, need help, or have a suggestion? Send it straight to the developer — it lands in their support inbox and they usually reply within a day.
Prefer email? michaelcurley06@gmail.com
Complaints and feedback sent from the app, newest first — sender and company are shown. Delete to clear resolved items.
Every recording you can hear: your own, your team's (as a manager), or everything (as an admin). Recordings are private — only the person who made them, their manager, and admins can listen. You can only record from a lead's screen.
Your appointments, upcoming first. Use "Schedule appointment" on any lead — each one counts toward your monthly "appointments" goal.
Launch it like an app from your home screen.
Phone alerts when your agency posts a notice.
Turn on notifications so you get an alert on this device when a new notice goes out. You can still read every notice inside the app.