Level Up GroupLevel Up Market IntelFor agents
Level Up Group · for agents

Team Tools

Agent-facing tooling, kept off the root entirely and reached from an agent lane. Public where it carries no client or property data; the explorer with client data stays gated on potm-app.com.

SAOC AI Workflow LibraryPublic

The workflows every agent runs with their own SAOC files: buyer rep, seller rep, CMA and pricing, disclosure review, follow-up. Public, zero client data.

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POTM App ↗Gated

The gated explorer: every closing, every lens, client-ready. Password protected; ask the team for access.

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SAOC setupPublic

How to build your 00 to 08 files, what each governs, and the one rule: the files are internal context, not public bio. Your site's Market Notes are re-voiced from them only after you approve a sample.

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Your agent sitePublic

How SF Market Insights with your name is built, what you provide (headshot, DRE, focus neighborhoods, a read), and how to request changes.

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Access, in plain terms

Root and agent sites: public and indexable, consumer nav only.

/tools/: public, not indexed, no client or property data, reachable from inside an agent lane and nowhere else.

potm-app.com: the only place client-level data lives; password protected.

Your agent site

One file per agent drives everything: name, title, 8-digit DRE, phone, email, headshot, bio, three to five focus neighborhoods. Data pages ship first. Market Notes in your voice ship only after you have read one sample issue and approved it.

Live now: David Juarez, Paulo Serna, Michael Bilger, Sophia Yapp, Michael Minson. Ask Paulo to swap your focus neighborhoods or add your read.