Internal agent headquarters

Confident Buying Headquarters

The working front door for agent onboarding, HAR training, lead workflows, project status, SOPs, and Rosco-supported systems.

Start as a New Agent Open HAR Training Expired Listing Tracker Projects + Progress

Guided onboarding path

Move through the Headquarters in this order.

1. Agent Start Here 2. HAR Training 3. Lead Workflow 4. Projects 5. Important Docs 6. SOPs 7. Rosco

Lead Generation / Expired Listings

Understand how expired-listing leads move from HAR alerts into Rosco’s reviewed lead queue.

Open workflow guide

Operating rules

  • HAR email alerts are the source trigger.
  • The Google Sheet is the operating tracker.
  • Headquarters links to the tracker; it does not copy live lead/contact data onto this site.
  • Outreach stays reviewed/queued until contact source, DNC/compliance, and Daniel approval are clear.
  • Rosco can draft language; Rosco does not send messages or place calls.

Data boundary

The Expired Listing Tracker may be restricted to Daniel and assigned agents because it can contain lead/contact data.

Open Expired Listing Tracker

Projects + Progress

See what Confident Buying and Rosco are actively building, maintaining, or waiting on.

Open status snapshot

How to use this page

This page is the quick status view before asking for project updates. It should show active work, owners, blockers, and next steps.

Important documents

The core Confident Buying source docs every agent should know. Source of truth lives in Google Drive.

DocumentPurposeLink
Agent Start Here — First Week Day 1 / first-week onboarding checklist and expectations. Open
HAR Getting Started Guide HAR login, ShowingSmart, Matrix, Platinum CRM, CloudCMA, 4-week plan. Open
Expired Listing Tracker Reviewed lead queue from authorized HAR alerts (restricted). Open
Agent Training Tracker Onboarding progress and completion tracking. Open
Project / Linear Snapshot Current Confident Buying and Rosco build status. Open
HQ Link Map Reference map of the Headquarters source layer. Open
ShowingSmart SOP Showing coordination setup and workflow. Open
Platinum CRM SOP CRM setup and daily use. Open
Lead Generation Workflow Expired-listings lead process with Rosco. Open
Status Guide (Linear) How to read the Linear build board and status view. Open

SOPs + Templates

Repeatable instructions and templates for day-to-day agent work.

ShowingSmart

Setup and showing coordination.

Open SOP

Platinum CRM

Setup and daily use.

Open SOP

Lead Generation

Expired listings with Rosco.

Open guide

Template roadmap

  • Buyer email/text templates
  • Seller email/text templates
  • Showing confirmation templates
  • Post-showing follow-up templates
  • Listing launch checklist
  • Daily routine checklist

Rosco / Agent Systems

Understand what Rosco can help with and what still requires human approval. Join the team channel for live coordination.

Rosco Discord channel Open Rosco Discord Live team channel for Rosco coordination and agent systems.

Rosco can help

  • Summarize project status
  • Process approved intake sources
  • Prepare lead queues
  • Draft outreach for review
  • Draft SOPs and checklists
  • Maintain source docs and link maps

Rosco cannot

  • Send outreach without approval
  • Bypass source or compliance rules
  • Publish changes without approval
  • Expose admin-only or client/prospect data broadly
  • Replace Daniel’s judgment on client-facing decisions

Shared resources

Public, linkable materials for the Confident Buying team.

Chatbot training set (30 Q&A)

Client-facing questions & answers to train the website bot that serves potential clients looking to hire Daniel.

Open training set →