Field Tracker
Action Logger
Today's Scoreboard
Streak & History
Recent Log
All data is stored locally on this device.
Ultimate Broker Route v2.1 · Demo build
Focused on single-agent field use with local-only storage.
- Today route planner with basic optimization
- Address book for clients, leads, and archived contacts
- Plan My Week clustering (single device)
- Camera-based lead scanner with on-device OCR
- Daily tracker scoreboard & recent activity log
- Local backup/export as a simple JSON file
- Hosted Team Version – move off “local only” to a private server, with agent logins and central storage.
- Manager Dashboard & Territory View – simple door / conversation / appointment charts plus basic area views.
- Reporting & Exports Pack – CSV/Excel exports, printable daily and weekly scorecards, and summary PDFs.
- CRM / Spreadsheet Sync Pack – import from spreadsheets, and export files that are easy to drop into existing systems.
- Branding & Customization – logo, colors, agency name, and custom labels or wording to match your field language.
- Training & Support Package – live onboarding sessions, quick-start cheat sheets, and a launch period for tweaks.
Full available add-on list available by request.
Case Study — UBR (Ultimate Broker Routing)
Short skim first. Then the medium story. Deep dive if you want the mechanics.
Skim (30–45 sec)
- Broken frame: Routing tools treat humans like GPS coordinates.
- Why it fails: Real work has interruptions, overrides, changing priorities, imperfect inputs.
- Reframe: Routing is decision support under constraint — not "optimal" math.
- System: Explainable planning with overrides + tradeoffs + drift tolerance.
- Signal: Human-in-the-loop systems UX + robustness over brittle optimization.
Medium (2–3 min)
Most route optimizers assume stability: fixed priorities, clean inputs, and user compliance. That works in demos, then collapses under real operational drift.
UBR treats routing as a negotiation surface: constraints + priorities + human judgment. It’s designed to explain why something changed and what would change it back — which preserves trust.
The point isn’t the shortest route. It’s a plan that remains useful when reality changes mid-day.