Needs You Next
Your move · sorted by follow-up date · tap a client for actions — saves straight to Notion
Pending — Waiting on Others
Ball's in someone else's court · each one surfaces again on its follow-up date
Everything I'm Tracking For You
Live from your Active Projects tracker
Has a real date
Standing habits you've committed to
No deadline, so nothing forces these back up. Tap one to check it off for today — that check is just visual and clears on refresh, because a habit you finish forever isn't a habit. They stay on this list until you tell me to drop one.
The rest of the backlog, by project
Dated items and standing habits float to the top regardless of which project they belong to. The rest stays grouped by project so this doesn't turn into an unscannable wall. Completed items are hidden.
Top To-Dos
Open items from LNTS To-Dos · tap to check off — saves to Notion
Notes to Review
From your Granola Notes Review Log · tap to mark reviewed
Key Facts — Hot Files
High-priority files, straight from your Pipeline notes
Active Pipeline
Every loan in motion, by stage · tap a name for actions
Referral Scoreboard
Live from LNTS Partners
Closed Loans — Lifetime
Live from your Commission & P&L Log
"Net" is the final commission that hit your account — the same figure as "Net to Shan" in Notion. Two gaps that are still open: property addresses aren't tracked for most loans (only borrower name), and the gross → C2 split → processor fee → Jessica split → net waterfall is only stored as the final net, not the four steps.
Daily Rhythm
Your standard day — a fixed template, not your live calendar. The Google Calendar feed comes in Stage 3.
7:00–8:30
DEEPWORKCoursework · playbooks · daily alerts · inbox/texts/DMs
8:30–9:00
PRE-WORK w/ Claude
9:00–10:00
POWER HOUR
11:00–11:30
File Review + processor check-in
11:30–12:00
SOCIAL SELLING
12:00–12:30
Process Emails / Texts / DMs
12:30–1:30
EXERCISE
5:00–5:30
PRE-LEAVE RITUAL
Weekly Rhythm
Tap to check off for the week — this one is local to this device, not saved to Notion.
Tuesday — realtor status updates
Call listing + buyer agents on active files; group email to everyone on the file.
Friday — referrer update sweep
Quick status to each referral source with an active file.
Sunday — Sunday Night Ritual + weekly plan
Full ritual incl. social-selling plan.