Dashboards that help real estate teams stop dropping the ball.
The draft asks
Would you like the floor plan or the viewing times first?
SourceCRM · Email. Refreshed 5 minutes ago.
The ruleA buyer inquiry gets a first reply within one day.
ResponsibleMara Chen
Rosa. You asked yesterday about the Ternwick Lane home.
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 daysFlagged by the board · cleared by a person
- Wed5 flagged3 cleared
- Thu4 flagged4 cleared
- Fri6 flagged4 cleared
- Sat3 flagged2 cleared
- Sun2 flagged1 cleared
- Mon7 flagged5 cleared
- 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
One screen
One screen checks the tools you already use and drafts the follow up. A person approves.
In plain English: we help you stop dropping the ball.
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