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Hello
@Anonymous User
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!

start

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
Data
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page.
Okay, now that that is all squared away, you are ready to Review Your Daily Dashboard
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Recent and upcoming showings
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- serves up your recent and upcoming showings, a great prompt to add notes when/where needed.
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Pending Offers
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- 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.
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Upcoming Client Birthdays - Reach out!
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- 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
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Calendar booking software link:
INSERT LINK ON /_suE8r
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Your Daily Dashboard


Recent and upcoming showings
Date
Property
Client
Notes
Level of Interest
No results from filter
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Pending Offers
Offer - Buying or Selling
Client
Property
Offer Amount
Button
Updates
i
Buying
1
Client 2
Property 5
$333,333.00
Close deal
​
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Upcoming Client Birthdays - Reach out!
Name
i
Priority
Birthday this year
Advanced Notice
Button
Agents
1
Client 67
Low
12/25/2024
Remind
Agent 1
2
Client 2
Medium
12/8/2024
Remind
Agent 3
No results from filter
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