Tomorrow's appointments
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Tasks due tomorrow
My lead hours
Live leads only come to you inside these hours. Preset is Mon–Fri 8am–7pm, Sat 9am–3pm, Sun off. Widen, shorten or switch a day off, then Save.
Exceptions
days off, or different hours on a dateBrokers
share = multiplier on availability hours for fair-share lead scoring (1 = plain hours, 0.5 = half)| Name | GHL user id | Ambition id | Share | Active | Admin | Finlay | Tokens/day |
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Lead scoring
score = fair × deficit + speed × speed score − untouched × count + recency| Broker | Open now | Hours | Share | Leads | Deficit | Median mins | Untouched | Since last | Score |
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Fast Track page
what the client-facing page doesAll settings
raw JSON per key, saved to app_settings; the page and the edge functions read these liveFinlay
one thread per client · shared with all brokersLoading…
Pick a client
Choose a client on the left. Finlay only talks about the selected client.
Finlay is working…
Messages
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Pick a conversation
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Contacts
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Today's appointments
from OutlookTasks
Finlay · Fininity Asset Finance
Signed in with Microsoft. Only your own tasks are shown.
Private staff system. Authorised users only. Activity is logged.
Signed in with Microsoft. Only your own tasks are shown.
Private staff system. Authorised users only. Activity is logged.