Attract interest
Reach prospective agents across recruiting avenues, test creative and direct more spend toward stronger results.
PFS / PRODUCER FIRST SYSTEM
Grow your agency.
Keep every opportunity moving.
A connected recruiting workspace designed to take the busywork out of growth. Move from new interest to a real conversation with clear ownership at every step.
Built around your team. Guided by your goals.
THE GROWTH WORKSPACEFrom interest.To your next
team member.
team member.
ProspectsLeadsTeam
PEOPLE. PROCESS. PROGRESS.Clear ownership Connected teams Room to grow
THE PFS APPROACH
A connected path
from interest to team growth.
See enough to understand the outcome. The creative strategy, operating methods and playbooks stay inside Producer First.
Keep the conversation moving
Bring prospects into a consistent journey from early interest to a qualified lead.
Make the handoff clear
Connect each lead with the right leader, with ownership and next steps visible to the team.
Build the relationship
Give leaders a focused place to manage conversations, appointments and team progress.
THE DIRECTION
Scale on autopilot.
Stay in control.
That is the PFS product vision: less manual coordination, more time for the conversations that build your business.
Visibility for owners and leaders
Prospect and lead records, team ownership, appointment tracking and a place to review what needs attention.
A complete growth engine
Performance-led ad allocation, automated nurturing and follow-up, immediate lead distribution, text and email introductions, and self-service call booking.
These are planned capabilities. Availability depends on the team’s setup and release; the demo does not perform them.TAKE A LOOK AROUND
One system.
Two useful perspectives.
Switch between the owner’s company view and the leader’s team view. Choose a section to explore a sample of the navigation.
A CLEAR COMPANY VIEW
Know what needs your attention.
Across your teams
TodayJLJordan LeeNorth teamReady to connect
MRMorgan ReedNorth teamInterview scheduled
TETaylor EllisWest teamFollow-up planned
Fictional people and totals. This navigation sample does not access live records or perform actions.
Clear responsibility
Know who owns the next conversation, without losing the wider picture.
A system for your business
Keep team growth organized alongside the day-to-day platforms you already use.
Built to keep improving
Leader feedback helps shape what PFS becomes as teams grow.
LET’S TALK ABOUT WHAT COMES NEXT
See the potential? Let’s talk.
Interested in acquiring or investing in the technology, exploring a partnership, or using PFS with your team? Tell us what you have in mind.
For agency access, choose Use PFS. We’ll review your needs and discuss the right next step. Signing up does not create a live team account automatically.
Looking to join a sales team?Explore an opportunity
BUSINESS INQUIRY PRIVACY
Your inquiry stays private.
Producer First uses the name, email address, company and message you provide to review your interest and respond. The inquiry inbox is available to the owner, and your details are not displayed in the public product demo.
Submitting this form does not add you to a recruiting list, create a staff account or grant access to PFS. Submission and security records help prevent duplicate requests and abuse. Please do not include sensitive financial, client or recruiting information.
For questions about your information, corrections or a deletion request, email admin@tatemartell.com.