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How GigiGuides works.
Every Flight Deck tab, every Agent Tool, every coaching surface — explained in plain language. The same content powers the (i) tooltips you see throughout the product, so what you read here is what GiGi shows you in context.
66 articles · updated continuously
Broker Flight Deck
Broker Flight Deck — Overview
Your day at a glance: top risks, today's tempo, pipeline pulse, and the action items waiting on you.
Read article →Cross-Vertical — multi-vertical brokerage deck
For brokerages that span verticals: three rosters side-by-side plus the referral-capture and title-attach leakage rates between them.
Read article →Compliance — Risk Tower & doc compliance
Risk Tower, doc compliance on active deals, CE/license windows, and E&O posture across the brokerage.
Read article →Pipeline (brokerage)
Every deal across every agent and team, stage-by-stage, with stall + risk flags.
Read article →Money — GCI, receivables, ROI
GCI calculator, cash flow forecast, commission disbursements, outstanding receivables, and lead-source ROI.
Read article →Marketing — listings, social, partners
Listing-to-marketing pipeline, brand mentions, NPS per agent, social calendar, and co-marketing partner activity.
Read article →Comms — broadcasts, escalations, response times
Broadcasts you've sent the team, escalations waiting on you, response-time metrics, and role-request approvals.
Read article →Coaching — adoption, drills, objections
Drill adoption trend, drill heatmap, leaderboard, top objections agents are hitting, and recommended meeting topics.
Read article →Calendar — coverage, gaps, open-house planning
Universal calendar across the brokerage, coverage-gap flags, open-house weekend planner, and backup agent pairings.
Read article →Map — deals, farms, market share
Map view of active deals, agent activity heatmap, farm polygons, past sales, market share, and open houses.
Read article →People — roster, capacity, attrition risk
Agent roster with capacity, recent activity, and attrition risk scoring.
Read article →Opportunities — growth + revenue plays
Recruiting, ancillary revenue, and growth opportunities GiGi has surfaced for the brokerage.
Read article →Transactions — active deals, doc trail
Every active transaction across the brokerage, with the doc trail and the assigned agent.
Read article →Sentinels — your always-on watchers
Every Sentinel firing for the brokerage, grouped by class and severity.
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Loan Officer Flight Deck
Loan Officer Flight Deck — Overview
Your day at a glance — pipeline pulse, commission pacing, borrower + referral partner activity, and action items.
Read article →LO Pipeline — loans by stage
Every loan in flight, by stage, with stall flags and expected fund dates.
Read article →LO Money — comp, BPS, projected payout
Commission earned, in-flight, and projected — by BPS, by loan, by month.
Read article →LO ROI — marketing spend vs commission
What each marketing channel costs vs the commission the loans it sourced generated.
Read article →LO Compliance — AFBA, RESPA, audit log
AFBA tracker, RESPA-flagged events, comp plan governance, and the LO audit log.
Read article →TRID & Reg Z compliance clock
Per-loan countdown on the TRID and Reg Z timers the RESPA dashboard doesn't cover.
Read article →Compliance review — RESPA enforcement dashboard
Brokerage-admin review queue for RESPA, Reg Z, and AfBA flags — clear, defer, or refer to counsel.
Read article →LO Coaching — drills + skill posture
Drills tuned for loan officers: mortgage literacy, lender partnerships, objection handling.
Read article →LO Comms — borrower + referral partner traffic
Borrower comms, agent-partner traffic, and response-time pacing for the loan officer.
Read article →Lender Partnerships
Your active agent partners, their referral volume, and reciprocity signals.
Read article →LO Scorecards
Performance scorecards for the LO across pull-through, cycle time, and pricing accuracy.
Read article →LO Sphere
Your sphere of past borrowers, refi candidates, and warm-relationship reminders.
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Agent Tool Kit
Agent Tool Kit
The agent's working tools — listing generator, commission, expenses, mileage, checklists, CE, vendors, and specialty plays.
Read article →Commission tracker
Track commission earned per deal, after splits and caps — and what you've actually been paid vs what you're owed.
Read article →Expenses
Log business expenses, attach receipts, and tag them to a deal or category for tax season.
Read article →Mileage
Log business miles per trip, tagged to a deal where applicable, with the current IRS rate applied.
Read article →Listing Generator
Generate listing copy + marketing assets from a property's facts — MLS narrative, social posts, flyer text.
Read article →Checklists
Standard checklists for listings, contracts to close, buyer onboarding, and the messy ones in between.
Read article →Vendors
Your trusted vendor directory — inspectors, title, lenders, photographers, stagers — with turn-time history.
Read article →CE Hub
Your continuing-education hours, by state, with the gap to your renewal requirement and upcoming courses.
Read article →Post-call debrief
After a showing, listing appointment, or buyer consult — GiGi debriefs you so the lesson sticks.
Read article →Pre-call prep
Before a showing or listing appointment — GiGi briefs you on the contact, the property, the likely objections.
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Coaching
Sentinels
Sentinels — your always-on watchers
GiGi watches your data 24/7 in the background. When something needs your attention, a Sentinel fires.
Read article →Run a Sentinel now
Check this watcher against your data right now, instead of waiting for its next scheduled run.
Read article →Reminder lead time
How far ahead of a dated event — a closing, a license renewal — GiGi starts reminding you.
Read article →Approve all matches
Act on every contact this Sentinel flagged in one click, instead of one at a time.
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Signals & Vendors
Apply signal mappings
Save the suggested matches between your CRM tags and GiGi's signals so she reads your data correctly.
Read article →Signal chips
The small tags on a contact — temperature, persona, and more — each with the source GiGi read it from.
Read article →Confirm or dismiss a vendor
GiGi spots vendors in your email and lists them for review — keep the real ones, dismiss the rest.
Read article →Filter vendors by type
Narrow your vendor bench to one type — lenders, inspectors, title, photographers — to find the right one fast.
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Calendar
Settings & Setup
Reporting period
Pick the stretch of time these numbers cover — this month, this quarter, the year.
Read article →Workflow trigger
The event that starts a workflow — a tag added, a new contact, a deal stage change.
Read article →Workflow action
What the workflow does once its trigger fires — add to a call list, start a follow-up, send a card.
Read article →Coaching persona
The coaching voice GiGi uses with you — it shapes how she phrases feedback, drills, and debriefs.
Read article →Sphere dormancy window
How long a contact can go untouched before GiGi flags them for re-engagement — 90, 180, or 365 days.
Read article →Schedule send & drafts
Send an email at a chosen time later, or save GiGi's draft to edit before it ever goes out.
Read article →Download your data
Get a complete copy of everything you've shared with GigiGuides, packaged into one download.
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Contacts & Privacy
Add to call list
Queue this contact onto today's call list so it's waiting for you when you start dialing.
Read article →Do not analyze
Keep GiGi's AI out of this contact entirely — no tags, signals, or summaries are generated.
Read article →Share a contact
Give a teammate — like a transaction coordinator — view or edit access to this one contact.
Read article →Where this came from
A small badge showing the source of an activity — your CRM, email, calendar, or a note you wrote.
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Getting Around
Across the Product
Account tier
The plan an account is on — solo agent, team, or brokerage — which sets the features they see.
Read article →Empty state
When there's nothing here yet, this points you to the one action that will fill it.
Read article →Loading shimmer
The brief shimmer is the page loading your data — it fills in as soon as everything arrives.
Read article →