A document missing across many files is a training problem, not an agent problem. The top item here is what the next cohort session should open with.
Percentage of open files with a complete document set. Office-level spread usually tracks which transaction coordinator is carrying the heaviest load, not which agents are least careful.
Green is on file. Red is outstanding and being chased. Files are ordered by exposure — the ones closing soonest with the most gaps sit at the top.
Set by Matt and Abe, enforced by the desk. These thresholds are the reason 79% of questions never need a broker and the remaining 21% reach one with a written position already attached.