Already a member? Log in — or create your account to get started.
Accounts
Everyone who touches Soul Shine gets an account. What it shows depends on who they are.
Account types
Four kinds of account, each with its own home screen.
Customer / household
A resident who has had a Fact Finder. Their report, what they qualify for, appointments, documents.
Rep
The five-rung ladder: silent partner, active rep, agent, manager, board member.
Market manager
A rep's view plus their team's numbers and the contracts they originated.
Partner business
Jobs referred to them, status updates, commission statements.
Needs: partner contracts to exist
Customer account
What a household sees after their assessment.
My assessment report
The written output of the Fact Finder — where the household stands across finances, utilities and health.
What I qualify for
Every programme, rebate and credit matched to this household, with how to claim each.
Savings tracked
What has actually been saved since the assessment, over time.
My appointments
Past and upcoming visits, and who is coming.
Documents
Reports, applications, contracts and receipts in one place.
Message my rep
Direct conversation with the person handling the household.
Needs: decision on messaging scope
Refer someone
A referral link — the entry point to the silent-partner path.
Buy / sign up
Acting on a recommendation from the report.
Needs: decision on whether this is a checkout or a partner hand-off
Register for events
Community events the household can attend.
Rep account
The rep's working surface. Sales Funnel stays a separate app for now.
My leads
Households assigned to or generated by this rep.
Needs: Sales Funnel integration, deliberately deferred
My pipeline
Where each lead sits in the process.
Needs: Sales Funnel integration, deliberately deferred
My commissions
Earned, pending and paid — per product, reflecting training level and volume.
Needs: the commission multiplier table
My rung
Current level on the ladder and exactly what is needed for the next one.
Needs: the criteria gating each rung
Training
Product knowledge and sales training, with completion tracked per product because it changes pay.
Event calendar
The territory system — discoverable events filtered to what resonates with this rep.
My team
For agents and managers: recruits, their production, and overrides earned.
My contracts
For managers: companies they brought in, and the overrides those produce.
Resources
Scripts, slicks, product sheets and the conversation framework.