Everything so far has been about finding agents and starting conversations. This article is about the part that compounds: keeping track of dozens of relationships and knowing, each morning, which ones are worth a call today.
Prospects vs. partners — what’s the difference?
This is the first question almost every new user asks, and the answer is simple:
A prospect is an agent you’re trying to get business from for the first time.
A partner is an agent you’ve already done business with and are now managing.
Both live under Network in the left navigation. Both get alerts. The difference is what you’re trying to accomplish — win the relationship, or protect and grow it.
When should I move someone from prospect to partner? When they close a deal with you. We don’t do this automatically, so head to your Prospect List and update them yourself once it happens. The same goes for deals you close after setup — the import that built your initial Partner List runs once and doesn’t keep updating.
Your Prospect List
Network > Prospects gives you two tabs: Prospect Alerts and Prospect List.
Your Prospect List is every agent you’ve given a relationship stage of Identified, Contacted, or Nurturing. It’s built for a weekly read of pipeline health — how many agents am I working, where are they, when did I last interact with them — rather than for deciding who to call in the next ten minutes. That’s what alerts are for.
The header gives you the shape of your pipeline at a glance — how many agents, their combined closed transactions, and their combined sales volume. Below that, each row shows their office, closed transactions and percent change, sales volume, last interaction date, and current stage. You can filter by relationship stage or closed transactions, and Show insights opens a summary view.
To remove an agent, select the checkbox to the left of their name, then click the minus sign at the top of the table to Remove.
Watch the last interaction column. It’s the single most useful thing on this page. Anyone at Identified with a date several weeks old is a relationship that quietly stopped — and it’s far easier to restart a stalled conversation than to start a new one.
Prospect Alerts
Alerts are the part of Connect that does work while you’re not logged in. Once an agent is in your Prospect List, we watch them and surface anything worth reaching out about.
What we alert you on:
General activity | Milestones | Career moves |
New listing | Highest listing (of their career) | Switched brokerages |
Pending listing | Highest closing | Spike in production |
Under contract listing | First listing in a new area |
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Closed transaction |
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Expired listing |
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Withdrawn listing |
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Held listing |
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Open house |
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Plus deal with a partner — when an agent who’s a prospect closes a deal alongside someone already in your Partner List. The idea is that you now have a warm introduction to that prospect through your existing partner.
Each alert card gives you the property, the price, how long ago it happened, and a snapshot of that agent’s recent production. Three things you can do with it:
Draft message — opens ComposeAI with the context of that specific event already loaded
Log check-in — records that you reached out, without leaving the alerts page
Dismiss — clears it, for the ones that don’t warrant anything
Alerts refresh nightly. If an agent takes a new listing today, it’s in your alerts tomorrow morning. That freshness is the point: reaching out the day after something happened lands differently than reaching out three weeks later.
Filter by alert type. Not every type will matter to you — in a dense metro, “first listing in a new area” fires constantly and may mean less, while in a spread-out market it’s a genuine signal. Use the Alert type filter to narrow to the two or three that actually predict a good conversation in your market, and skim past the rest.
Alerts live in the platform. There are no email digests or push notifications yet, so checking your alerts needs to be a habit rather than something that interrupts you. Our weekly routine article covers a version that takes fifteen minutes.
Your Partner List
Network > Partners also has two tabs: Partner Alerts and Partner List.
If you’re a loan officer and you entered your NMLS Agent ID during setup, your Partner List built itself from your own transaction history. If you’re in a role without an NMLS ID, you’ll add partners manually, and it’s worth the time it takes.
Partner stages are Active partner, Top partner, New partner, and Lapsed partner.
Your Partner List works much like your Prospect List, and it’s best read as the full digest of everyone you’re currently doing business with. Where the Prospect List answers who am I trying to win, this one answers who am I at risk of losing — which is why keeping the stages current is worth the two minutes a month it takes.
The column to know here is Your deal share. Alongside each partner’s buy-side and list-side transaction counts, you can see what share of their business is coming to you. It’s the mirror image of Top LO deal share from Agent Search — and a partner with strong volume where your share is small is the easiest growth in your book.
Partner Alerts
Partners get the same alerts prospects do, and it’s worth staying on top of them the same way.
Pay particular attention when a partner closes a deal with a different loan officer or title company. When that happens it’s not a lost cause — it’s another reason to reach out and re-engage.
Brokerage-switch alerts on partners are also valuable. Switching is a big milestone in an agent’s career, and being present for it is what a good partner does.
Open house alerts deserve a mention too — they come with the date and time window, which makes them one of the few alerts you can act on in person rather than over email.
Partners often want a text, not an email. The most useful pattern we see is small, frequent, low-stakes touches on existing partners — congratulations on a milestone, a quick note on a new listing. Use ComposeAI’s text format for these. The act of reaching out matters more than the polish of the message.
A weekly routine that works
The users who get the most out of Connect are the ones who come back consistently. What that looks like:
Two or three sessions a week, fifteen minutes each:
Open Partner Alerts first. These are your existing relationships and often the easiest texts to knock out.
Then Prospect Alerts. Pick the three to five with real significance attached — a career-highest listing, a brokerage switch, a production spike — and use Draft message on each. Aim to reach out before the agent’s own manager might, and show them the kind of attention they’d get working with you.
Check your saved searches for agents who newly match your criteria, and reach out to two or three who look interesting. Mark each one as a prospect.
Clear any follow-up tasks that came due.
Once a month, half an hour:
Read your Prospect List as a whole. Who’s been sitting at Identified for six weeks without a touch? Either reach back out or drop them.
Read your Partner List for anyone you haven’t contacted in a while.
That’s it. Two habits: alerts and new prospects constantly, full list review occasionally.
Want the longer version? Our weekly routine article walks through a single session step by step, with timings, and what to do when your alerts are quiet.
Getting help
The blue chat bubble at the bottom of your screen goes straight to our team — questions, data that looks wrong, or a feature you wish existed.