My Leads
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In Contract
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Closed (MTD)
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Daily Pulse
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Alerts
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My Pipeline
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Top Actions
Recent Transactions
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Agents on Roster
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Team Leads
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In Contract
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Closed (MTD)
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Team Activity — Today
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Agent Activity
| Agent | Leads | In Contract | Closed MTD | Pulse Today |
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⚠ Needs Attention
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Lead Sources
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Team Pipeline Overview
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Agent Roster
0 agents
No agents imported yet. Click Import Agents (CSV) to get started.
Brokerages
9
7 active
Total Agents
84
62 active this week
Total Leads
1,204
+118 this week
Total Transactions
312
89 closed
Daily Pulses
2,841
total submissions
Engagement Metrics
Avg logins per agent / week4.2
Active agents (last 7 days)62 / 84
Pulse submission rate73%
Avg transactions per agent3.7
Total transaction volume (platform)$48.2M
System Alerts
18 agents inactive 3+ days across platform
12 transactions not updated in 7+ days
5 transactions past closing date
2 brokerages with low engagement this week
Pipeline Health — Platform Wide
New Lead
384
Contacted
298
Showing
201
Writing Offer
142
In Contract
90
Closed
89
Leads
| Name | Type | Timeline | Source | Pipeline Stage | Contact | Added | |
|---|---|---|---|---|---|---|---|
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Kanban Pipeline View
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🔮 Future Client Portal Preview
Featured Listings
In Contract
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Pending
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Closed (MTD)
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Total Volume
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all time
Active
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Add Participants
⏳ Co-Agent, Inspector, Appraiser — Coming Soon
🟢
Daily Pulse
Under 30 seconds to complete
My Pulse History — Last 14 Days
| Date | Calls Made | Appts Set | Appts Today | Offers | Notes |
|---|---|---|---|---|---|
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My Performance Snapshot
Agent view · May 2025
Closed Transactions
2
Active Transactions
3
Offers Submitted
5
Est. GCI
$18,500
Activity
Client Touchpoints42
Appointments Set6
Follow-ups Made18
My Goals
Monthly GCI Goal: $25,00074%
Weekly Goal: 2 closings1 / 2
Pipeline Health
STRONG TRANSACTIONS
2
AT RISK
1
NEW LEADS
3
Library— Agent Resources
⏳ Coming in Phase 2
📋 Scripts
Buyer consultation script
Listing appointment script
Objection handling guide
✅ Transaction Checklists
Offer submission checklist
Escrow timeline checklist
Closing checklist
✉️ Communication Templates
Follow-up text templates
Email templates
Client update messages
🎓 Training (Preview)
How to convert leads
How to handle objections
How to stay consistent daily
Market Reports
⏳ Coming in Phase 2
📍 Irvine, CA Market Snapshot
Median Price
$1.25M
Days on Market
18
Inventory
Low
YoY Change
+6.2%
Price Trend
↑ Rising
Inventory
↓ Low Supply
Demand
↑ High
💡 What This Means
Buyers: Competitive market — fast decisions needed
Sellers: Strong pricing leverage, low inventory advantage
Coming Soon
⏳ Auto-generated client reports
⏳ Branded PDFs
⏳ One-click sharing to clients
Lead Generation
⏳ Coming in Phase 2
New Leads
5
Contacted
12
In Follow-Up
8
Converted
2
Lead Capture Sources
Future📱 Instagram / Facebook Inquiries
🏠 Zillow / MLS Leads
📝 Website Forms
🤝 Open House Sign-Ins
🔗 Referral Links
Smart Routing
FutureAuto-assign leads to agents
Route by availability / territory
Tag by source (social, referral, Zillow)
🧠 Pulse AI— Your Brokerage Intelligence Assistant
🧠 Phase 2
🏠 Listing & Buyer Presentations
Auto-generate presentations
Property summaries
Client-ready PDFs
✉️ Communication Assistant
Follow-up message suggestions
Email drafts
Client check-ins
📊 Transaction Intelligence
Transaction risk alerts
Missing contingency reminders
Timeline predictions
🔮 Market Insights
Neighborhood summaries
Pricing insights
Client explanation tools
Platform Brokerages
9
7 active
Total Agents
84
Transactions Closed
89
Total Volume
$48.2M
Brokerages on Platform
| Brokerage | Agents | Active (7d) | Pulse Rate | Transactions | Status |
|---|---|---|---|---|---|
| Horizon Realty | 12 | 10 | 83% | 34 | Active |
| Pacific Homes | 9 | 7 | 78% | 21 | Active |
| OC Premier Group | 14 | 9 | 64% | 28 | OK |
| SoCal Elite | 8 | 3 | 38% | 9 | Low Engagement |
| Coastal Brokers | 11 | 8 | 73% | 19 | Active |
All System Alerts
18 agents inactive across platform for 3+ days — risk of churn
12 transactions not updated in 7+ days — stalled pipeline
5 transactions past closing date — require immediate follow-up
SoCal Elite — only 38% pulse submission rate this week
Platform-wide pulse rate improved +8% vs last week — positive trend
3 new brokerages in onboarding pipeline
Total
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Active
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Pending
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Coming Soon
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Client Engagement Tracker
| Client | Properties Sent | Last Sent | Actions |
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Total
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Active
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Pending
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Coming Soon
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Client Engagement Tracker
| Client | Properties Sent | Last Sent | Actions |
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🏠
Quickly Share Properties With Leads & Clients
Pilot version — sample listings · MLS integration coming soon
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Business Snapshot
Brokerage Overview · May 2025
Agents
24
Active Transactions
38
Closed This Month
12
Pending
9
Performance Snapshot
Total GCI (Est.)$148,000
Avg Days in Escrow21 days
Conversion Rate18%
🏆 Top Agents
1. John Smith5 transactions
2. Sarah Lee4 transactions
3. Mike Brown3 transactions
Goals
Monthly Goal: $250,000 GCI62%
Weekly Target: 6 closings4 / 6
Brokerage Library
⏳ Coming in Phase 2
📐 Brokerage Standards
Required workflows
Communication standards
Transaction SOPs
📈 Performance Playbooks
How to increase agent production
Conversion benchmarks
Follow-up expectations
🎓 Training System
New agent onboarding path
Weekly training topics
Skill development modules
🚀 Templates for Scaling
Recruiting scripts
Team expansion playbooks
Accountability frameworks
📋 Compliance / Process Docs
Transaction standards
Documentation requirements
🧠 Pulse AI— Your Brokerage Intelligence Assistant
🧠 Phase 2
Pulse AI is designed to help brokers gain greater visibility into agent activity, transactions, productivity, and business performance.
📊 Business Insights
Identify production trends
Track brokerage performance
Highlight growth opportunities
👥 Agent Performance Awareness
Activity and engagement visibility
Productivity trends
Goal progress monitoring
📁 Transaction Intelligence
Identify transactions needing attention
Missed deadline notifications
Transaction milestone tracking
⚙️ Operational Insights
Workflow bottlenecks
Team activity trends
Business health indicators
🤖 AI Assistance
Generate reports
Summarize activity
Provide actionable recommendations
Answer business questions
Example Requests
"Show me agents with the highest activity this week."
"Which transactions may need attention?"
"Summarize brokerage performance this month."
"What areas of the business appear to be slowing down?"
Our Vision
Pulse AI is being built to help brokers spend less time searching for information and more time leading their business through real-time visibility, operational awareness, and intelligent insights.
Market Reports
⏳ Coming in Phase 2
🗺️ Brokerage Territory Overview
Aggregated across all 3 markets your agents are active in
| Market | Median Price | Days on Market | Inventory | YoY Change |
|---|---|---|---|---|
| Irvine, CA | $1.25M | 18 | Low | +6.2% |
| Newport Beach, CA | $2.85M | 24 | Moderate | +4.1% |
| Tustin, CA | $895K | 15 | Low | +7.8% |
📊 Brokerage-Wide Trends
Avg. List-to-Sale Ratio99.2%
Active Listings (All Agents)47
Avg. Days on Market19 days
🏆 Top Performing Market
Tustin, CA
Highest YoY appreciation + fastest turnover
+7.8% YoY
💡 Brokerage Strategy Notes
Recruiting Focus: Tustin and Irvine show strongest agent opportunity
Marketing Push: Newport Beach inventory loosening — good time for new listing campaigns
🎨 Marketing Studio
⏳ Coming Soon
A future module for creating and managing marketing materials for listings, clients, and social media.
Select Property → Choose Template → Auto-Generate Flyer → Post to Social or Download
What You'll Create
📄 Just Listed Flyers
🎉 Just Sold Flyers
🏡 Open House Graphics
📲 Social Media Posts
📬 Cold Listing Flyers
✉️ Email Marketing Templates
Social Media Integration
FutureCreate for Instagram / Facebook
Pre-built agent templates
Branded brokerage materials
One-click post scheduling
