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Hello
@Anonymous User
!

Getting Started

Welcome to your realty team’s new operating system! Get ready for a life of doing business more simply.
To get started, you will need to fill in a couple of things:
Add your team name in the input box below.
This will auto-populate other fields throughout the document.
Use a calendar booking software, like Calendly or Google Appointment Scheduler? Paste the link in the text box below.
This will also auto-populate other fields throughout the document.
Add all other data (neighborhoods, agents, clients, etc) in the
page.
Okay, now that that is all squared away, you are ready to Review Your Daily Dashboard
- serves up your recent and upcoming showings, a great prompt to add notes when/where needed.
- Have an open offer out, or received? This table will keep track of those for you. If there is an update (or close!) you can enter that information directly into the table.
- keep it personal! This table present upcoming client birthday’s (next 30 days). But don’t worry if you forget — it will automatically send you a personalized email reminder prompting you to reach out as well.
Real Estate Team Name:
ENTER TEAM NAME ON /_suE8r
Calendar booking software link:
INSERT LINK ON /_suE8r


Your Daily Dashboard


Recent and upcoming showings
2
Date
Property
Client
Notes
Level of Interest
No results from filter
Pending Offers
6
Offer - Buying or Selling
Client
Property
Offer Amount
Button
Updates
i
Buying
1
Client 2
Property 5
$333,333.00
Close deal

Upcoming Client Birthdays - Reach out!
5
Name
i
Priority
Birthday this year
Advanced Notice
Button
Agents
1
Client 68
High
3/4/2024
Remind
Agent 5
2
Client 37
Low
3/3/2024
Remind
Agent 1
No results from filter

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