3FoldSample data

A sample board for real estate teams.

Real estate

Pick your kind of business.

Sample data

4 drafts to review

The draft asks

Would you like the floor plan or the viewing times first?

Sample data. A person reads each draft and decides what to do.

This week

Sample data · last 7 days

Flagged by the board · cleared by a person

  1. Wed5 flagged3 cleared
  2. Thu4 flagged4 cleared
  3. Fri6 flagged4 cleared
  4. Sat3 flagged2 cleared
  5. Sun2 flagged1 cleared
  6. Mon7 flagged5 cleared
  7. Tue8 flagged4 cleared

The repeat problem

Two closings lack a title update. The agent can see the file owner before the buyer asks.

What it would have caught

A fictional example. Nothing here sends.

Day 1The flag

The board would flag the missing title update for Ternwick Lane.

Day 2The follow up

The agent would read the draft then send the title clerk the request.

Day 4What happens next

The title clerk would add the update to the closing file.

Questions it answers

Which buyers still need a reply?
Rosa for Ternwick Lane and Eli for Mossfen Way.
Which contract steps have slipped?
Reedwick’s inspection choice and Cinderfold’s deposit proof.
Which closings lack a title update?
Ternwick Lane and Wrenmere Court. Mara owns both files.

What it reads

  • CRM
  • Transaction file
  • Listing tracker
  • Email

One screen

The board checks the tools you already use and drafts each follow-up for a person to review.

You can keep your project tool, CRM or spreadsheet.

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