Three questions, answered the moment you land.

Where you start every morning. It stacks into three zones, top to bottom — am I winning, what do I do right now, and where am I drifting. Work them in order and you never stare at a blank screen. To show you the ropes, we've pre-loaded a few example properties and closed deals, so there are already some dollars on the board. Everything is labeled (Example); whenever you want them gone, just ask AI Fuel to "remove the examples" and it clears them out for you.

1. 1

   Am I winning? — Up top, a plain-English read on your month — "on pace" or "behind" in one sentence — over a row of cards for the numbers that matter: seller leads, offers out, offers accepted, and closes. Each shows where you are, your goal, and a pace bar that turns green when you're ahead. Tap any card to jump straight into that list and go work it. Hit ⚙ Customize to swap in whatever moves your needle — Buyer Book, open pipeline, dials, whatever you track.

2. 2

   What should I do right now? — Your one work queue — calls due, tasks, anything urgent, and fresh replies, all ranked into a single list with a count of how many to work. This is the hero: it replaces hunting across separate call and task lists.

3. 3

   Where am I drifting? — One board of already-slipped balls, color-filtered: 🔴 Waiting (someone's owed a reply), 🟠 You owe (your next move is overdue), 🔵 Going cold (a deal or relationship cooling off). Tap a filter to focus. Nothing falls through.

4. 4

   Search anything, from anywhere — Top-left of every page, above the three zones: one search box that looks across ALL of it at once — people, companies, property addresses, deals. Type a few letters of a name and go straight there. You never have to be on the right page first, and you never have to remember which section a thing lives in.

Zoom out and see the whole machine.

Open it from the rail whenever you want the deeper read. It's your gut-check — the numbers that tell you whether the business is healthy, one card at a time.

1. 1

   Deal Funnel — Where deals are flowing and where they're getting stuck, stage by stage.

2. 2

   Team Dialing — Dial activity across you and the team, if you dial through Mojo.

3. 3

   Calls this week — How your calls actually went — outcomes, not just counts.

4. 4

   Campaigns — How your outreach campaigns are landing.

5. 5

   Pipeline Snapshot — Every pipeline by stage, so you can see what's where at a glance.

Your whole book, instantly searchable.

Every contact you have, in one searchable book. Search ranks by first name — because that's how you actually remember people.

1. 1

   How you use it — Hit search at the top from anywhere. Open a contact to see everything in one place: calls, emails, tasks, and the deals they're in.

2. 2

   Filter by almost anything — The filter rail down the side is the part most people miss. Slice your book by tag, contact type, city, asset class, buyer tier, last-touched, the pipeline they're in — stack as many as you like. That's how a 5,000-contact book becomes today's call list: "industrial owners in Tempe I haven't spoken to in six months" is a few clicks, not an afternoon.

3. 3

   Starter offers vs. true offers — Next to a contact's name sit two small chips that track how far you've taken an offer. 🟣 STARTER offer (purple) = a VERBAL offer you gave a seller on a call. 🟠 TRUE offer (orange) = an actual Letter of Intent (LOI) you sent them from a real investor. Click either chip to see the dates you sent them, or add one you forgot. These same two numbers roll up onto your dashboard scorecard.

One place for everything you owe.

Every to-do across every contact, gathered into a single list — so nothing lives only in your head.

1. 1

   How you keep track — Work the list top to bottom and check items off with one tap. Anything you add on a contact shows up here automatically.

Every open opportunity and every check, one neighborhood.

The whole money side of the business, from a fresh lead to a paid commission.

The assets behind your deals, in one book.

Every property you track, on its own — not buried inside each contact's card.

Your outreach, running on rails.

Where your repeatable outreach lives, so follow-up keeps happening even when the day gets away from you.

Every conversation that's landed.

Your inbox — emails and texts from your contacts, newest first. It's deliberately not in the left rail: replies reach you through the dashboard instead, so you work from your queue rather than sitting in an inbox all day. Every card that mentions a reply clicks straight into the thread.

1. 1

   How you get there — From the dashboard — a fresh reply in your Right Now queue, or a red "Waiting" row in Drift. Click either and it opens the conversation. You'll rarely go looking for the inbox itself.

2. 2

   What you've sent — There's no separate outbox. One-to-many sends live under Marketing → Marketing Blasts, and anything you sent one person shows on their contact card, next to their calls and emails.

Who you've made money because of.

A slide-out at the bottom of the rail. It rolls up your referral relationships into one tree — so the person who's sent you deals (and everyone they led to) is always one click away.

1. 1

   Where it starts: the contact card — Open any contact and there's a Referrals card. Set "Referred by" to whoever sent them to you. That one field is the whole input — nothing else to maintain.

2. 2

   It goes deeper than one name — The tree doesn't stop at who referred whom. If Dave sent you Maria, and Maria sent you Ken, and Ken brought the tenant who took the Camelback space — that's a branch four names deep, and Dave gets credit for the whole thing. Open the tree from a contact and you see everyone downstream of them.

3. 3

   Why it's worth keeping current — It rolls the money up the branch. So at a glance you can see that Dave — who has never done a deal with you himself — is quietly responsible for a chunk of your year. That's the person to take to lunch, and without this you'd never know.

Where you fine-tune CRE Fuel — and pick your options.

Everything that configures CRE Fuel lives here, grouped: Account (including Your Details — the name and market it signs your emails with), Goals & Targets, Team, Phone, Email, Integrations, and Customization (tags, custom fields, pipelines). It's also where your choices live — how email sends, what shows on caller ID, whether calls record. The next tab walks you through all of it.

1. 1

   Integrations — where the Connector lives — The one piece in Settings worth finding. The CRE Fuel Connector is a free browser add-on that connects Mojo Dialer to CRE Fuel, so the contacts you flag in Mojo sync into your CRM automatically. It rides your own logged-in Mojo session, no extra password and no extra subscription. Don't use Mojo? You can skip it entirely.

2. 2

   Goals & Targets, Phone, and Email — Goals & Targets is what your dashboard grades you against. Phone is your Twilio number, caller ID, and call recording. Email is whether messages send from CRE Fuel or out through your Outlook. All three are set once in the next tab and then mostly forgotten.

3. 3

   Add your own fields — Under Customization → Custom Fields you can add anything CRE Fuel doesn't already track — and it shows up as a Your Fields card right on the contact, lead, or property. The fields the app itself depends on are locked so you can't break them by accident.

4. 4

   You're in control of the options — CRE Fuel has sensible defaults but rarely forces a choice: send email through CRE Fuel or your Outlook, show your cell or your Twilio number, leave call recording off or turn it on, text or don't. The Get connected tab spells each one out so nothing's a surprise.

5. 5

   Advanced — For the rare, deep settings CRE Fuel doesn't surface, Settings → Advanced drops you into the platform behind CRE Fuel. It's really for a developer, IT person, or coach. You'll almost never need it, but it's there.

One click back to whoever you were just working.

Up in the top bar, next to + New. Recents remembers the people you've been in — so you jump straight back instead of re-searching.

1. 1

   Where you've been — The last people you opened, newest first. Tap any one to drop right back into their card.

2. 2

   New team adds — When anyone on your team adds a contact, it shows here with a + — so a lead a teammate just added lands in your Recents too, not only theirs.

Get tagged, get pinged.

The bell in the top bar. When a teammate @mentions you in a note on a contact, the bell badges and chimes — so nothing aimed at you slips by.

1. 1

   Tell it who you are — First, open the profile menu (top-right) and pick who you are. That's how mentions know which notes are for you.

2. 2

   @mention a teammate — Type @ in any contact note and pick a name. They get the ping; you get theirs.

3. 3

   Jump straight there — Click a mention and it opens the exact contact and marks it read. “Mark all read” clears the badge; the speaker icon mutes the chime.

Add anything, from anywhere.

The + New button sits at the top-right of every screen. One click to start whatever you need, without leaving the page you're on.

1. 1

   What you can add — New Contact, a New Lead, Qualify a Buyer, Add Transaction (a closed deal or referral check), or Log Checks — all from the top-right, no matter what screen you're on.

2. 2

   Snap a commission check — Add Transaction is more than a form. Take a photo of a commission check and AI reads it — amount, who it's from, the deal it ties to. Drop in the closing docs (the commission worksheet + the lease or settlement) and AI also fills the property, client, your GCI, and who else was on the deal. It even handles a lease that pays in two halves and a referral check with almost no paperwork. No Connector needed — just the photo and the docs. Want the full walkthrough? Ask AI Fuel "how do I add a transaction?"

Tap the mic. Tell it what you want.

This is the one that changes how you work. AI Fuel is the ✨ button at the top-right — it slides in over whatever page you're on, and you can TALK to it. Tap the mic and say what you want in the words you'd use out loud. It doesn't just answer you; it does the thing, shows you what it's about to do, and waits for your OK.

1. 1

   Talk instead of type — Tap the mic and speak. Walking out of a building, sitting in your truck, between calls — you don't have to stop and type.

2. 2

   Add someone, hands-free — "Add Maria Ruiz, 480-555-0134, maria@ruizholdings.com, tag her seller-hot." It builds the contact, phone, email and tags, and shows you the card before it saves.

3. 3

   Pull any list you can describe — "Who are my 90-day buyers?" "Show me everyone I haven't touched in six months." "Who owns industrial in Tempe?" If you can say it, it can build the list.

4. 4

   Find the buyers for a building — Hand it a property and it matches it against your buyer book — who's actually in the market for this, at this size, at this price.

5. 5

   Tell you who to call today — It reads your book for the priority call list, the people going cold, and the sellers running hot — so the day is picked for you.

6. 6

   Tag, task, and follow up — Add or pull a tag, set a task, tick one off. The small admin you keep meaning to do, done in one sentence.

7. 7

   Draft the email or the text — "Write Maria a follow-up about the Camelback offer." It drafts it in your voice with your signature, and you send it or change it.

8. 8

   Explain the app itself — "How do I set up the Connector?" "What's a starter offer?" It knows CRE Fuel, so you never have to go hunting for a manual.