Sightline

Sabrina Stokes

At risk

Broker · South Tulsa · Evergreen Group · CB Select · 10.0 yrs

Email
sabrina.stokes@demo-cbselect.example
Phone
(918) 555-0179
License
#163680
Expires
Jun 15, 2027Verified · OREC
Birthday
Mar 12
Anniversary
Oct 12 · since 2016
Connected systems
▼ 43%
2026
30
2025
53
2024
53
Recommended actions2 openTop: Sabrina Stokes: 10-year anniversary · Send congratulationsView all actions

Engagement

Score 0–100 · 35% tech + 35% culture + 30% production

0355575100
34
of 100
At risk
vs. 90 days ago
−8 pts
Office percentile
25th
Tech stackLow
0355575100
−10 pts vs. 90 days ago
21/100
Culture & in-personSteady
0355575100
−11 pts vs. 90 days ago
63/100
ProductionLow
0355575100
−2 pts vs. 90 days ago
15/100
12-month trend62 → 34
Strongest areas
  • Follow-ups not overdue
  • ≥1 training in last 30 days
  • Came into the office this month
Needs attention
  • BackAtYou login in last 7 days
  • ≥250 CRM contacts
  • Used Ask CB this month

Risk

Likelihood to move
High
At risk
2 system signals
Low
Moderate
Elevated
High
System-derived
  • No BackAtYou login in 326 days
    CRM activity is the leading indicator of an agent still working their business.
  • Production -38% YoY
    LTM volume $4.3M vs $7.0M the year before.
Manager context

No manager notes yet. Add context from the header.

Production vs. office

Last 12 months · tick = office average

Production
Volume
$4.32M vs. $4.65M
Sides
32 vs. 15.6
Avg. price
$135K vs. $282K
Pace to $7.70M goal56%
Pipeline: 5 pending · 0 active

Engagement activities

4 of 13 key activities

View all activities
Needs attention
  • 1:1 with manager this quarterParticipation & relationships
    Last 1:1 212 days ago
  • Attended this month's sales meetingParticipation & relationships
    2 of 13 attended in 90 days
  • Client survey sent on last closingBusiness activities
    Last closing 32 days ago · last survey 82 days ago

Recent activity

Timeline
  • Oct 27Dwight Sandoval emailed: Reminder: license renewalManager email
  • Oct 27Missed South Tulsa Sales MeetingSightline check-in
  • Oct 25After-hours office entryKey fob
  • Oct 24License verified via ORECOREC / KREC
  • Oct 22Under contract in TulsaBrokerage Engine
  • Oct 20Missed South Tulsa Sales MeetingSightline check-in
  • Oct 20After-hours office entryKey fob

Milestones & dates

  • 10-year anniversaryOct 12, 2026 · recognition pending
  • BirthdayMar 12