LEDGER
The Stewards · Internal Portal

Sign In

LEDGER Internal
Live
NOTIFICATIONS
No pending notifications
Active Agents
—
Leads MTD
—
Leads vs Goal
—
Closings MTD
—
Revenue MTD
—
MSA Spend MTD
—
Give/Get Ratio
—
TIER MODEL
""

Loading agents…

New Deal
loan × rate / 100
$0
Recent Deals
📋

No deals loaded

Submit a deal above to see it here.

⏳

Loading…

—

Partnership Goal
—
Health Score
—
Last Contact
—
Leads MTD
—
Closings MTD
—
Revenue MTD
—
PARTNERSHIP EVALUATION
—
SERVICE MODEL
—
PARTNERSHIP SETUP CHECKLIST
NOTES
Loading monthly data…
MonthLeadsGoal% of Goal
YTD———
MonthClosingsYTD
YTD——
MonthRevenueIRRTotal Give
YTD———
Select a month row to edit labor hours inline.
MonthContent hEvent hWebsite hOther hMSA $Labor Cost
Saved
TIER HISTORY
SERVICE MODEL HISTORY
DOWNGRADE HISTORY
AGENT PORTAL URL

Share this link with the agent — it never expires unless you deactivate them.

PORTAL STATUS
—
EMAIL LOG
Loading…
CONTACTS
—
Activity — MTD
Activity tracker not yet connected — coaching notes below are fully functional.
Pipeline — MTD
Coaching Notes
Loading…
""

Loading…

Activity — MTD
Pipeline — MTD
Conversion Rates
No activity logged for this month.
Loading…
Loading…

Edit Goals —

Activity Goals (monthly)
Pipeline Goals (monthly)
Saved ✓

Add Agent

Stretch Goal
—
HQ Goal
—
Avg Loan
—
Proj. Volume
—
Team KPI
Leads MTD
—
Contracts MTD
—
Closings MTD
—
Revenue MTD
—
Log Activity
Log Pipeline
Activity Goals — Full Year ▼
Pipeline Goals — Full Year ▼
Morning Brief ▼
Brief
—
Activity — Last 6 Months
Year
Pay Schedule
What Hits & When
After-tax 60% · Team fund 5%
Each Partner — Next Check
$—
—
Pay Date
—
—
Following Check
—
$—
Mortgage Closings
Commission Revenue
Auto from Ledger · read-only
BorrowerAgentClose Date Loan AmountBPSGross Comm.Each Partner
Loading deals from Ledger…
Income
Other Revenue Sources
SourceJANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
Expenses
Expense Ledger
CategoryJANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
Archive
Year-Over-Year
Settings
Assumptions & Pay Calendar
Formula Assumptions
Spouse Email Addresses
Pay Period Calendar — 2026

Update once per year. Close date within Start–Finish maps the deal to that period.

# Start End Pay Date
✉ Spouse Pay Report

Shows the next two pay periods. Opens your default mail app pre-filled.

Email Report
—
✓ Sent
Mark Actioned
Set Partnership Goal
Internal target based on market activity and partnership tier. Not a contractual obligation.
Partnership Evaluation Outcome
Realign Service Model
BPD Sync Review
—
Loading…

Agent Activity

Loading…
Agent ST F2F Content DMs Events Leads Consults Contracts Closings Interviews Overall%

Data Health

Export Data
Fanout Retry Queue
Loading…
Failed Fanouts (escalated after 3 attempts)
Loading…
Stale Monthly Aggregates (current month, >15 min)
Loading…
BPD Sync
📋 BPD sync results are waiting for review.
BPD Sync History
Loading…
Zapier Webhook Health
Loading…
Email Delivery Health — Last 10 Internal Sends
Loading…
Agent Emails — Last 7 Days
Loading…
✉ Nudge

Sends a check-in email to the agent's address on file.

↑↓ navigate ↵ open   Esc close   ⌘K toggle
—
Loading…
Edit Deal
LEDGER
The Stewards · Your Dashboard
LEDGER
🔒
This link is no longer active. Contact The Stewards.
Ryan Miracle · (614) 519-4750 · stewards.loan
LEDGER
—
Your Dashboard
My Dashboard
🎉 You got a closing!
Congrats on another closing! Now's the perfect time to ask your client for a quick testimonial or Google review — their experience is fresh and their excitement is real.
Activity
Pipeline
L → Consult
—
C → Contract
—
K → Close
—
Overall
—
Activity History ▼
MonthSocialF2FContentDMsEvents
Pipeline History ▼
MonthLeadsConsultsContractsClosingsInterviews
My Referrals
Partnership Referrals
🤝

No referrals yet. Tap the button above to introduce a client.

My Deals
🏠

No active deals right now. When a client is in the pipeline you'll see their progress here.

My Partnership
Your Ruoff Marketing Investment
—
Active through Ruoff Mortgage
Last Introduction
—
Your Goal
—
referrals / month
Your Partnership
—
Your Content Folder
Open Content Folder →
📞 Call Ryan 💬 Text Ryan
Partnership Timeline

No partnership events yet.

My Closings
🏠

Loading your closings…

My Progress
This Month — Day by Day
Lead Trend — Last 6 Months
Powered by The Stewards  ·  Ryan Miracle & Chris Beal  ·  Ruoff Mortgage
Introduce a Client