Inbox View:
HOT PROSPECTS (3)
→ Sarah Martinez - "Want to see 456 Oak today" - 12 min ago
→ James Chen - "Pre-approved $600K, ready to move" - 1 hr ago
→ Lisa Rodriguez - "Make offer on Elm St" - 2 hrs ago
WARM PROSPECTS (12)
→ Mike Johnson - "Looking in Riverside area" - 1 day ago
→ [Collapsed - click to expand]
COLD PROSPECTS (47)
→ [Auto-managed by AI - review weekly]Pipeline Dashboard:
TODAY'S PRIORITIES (AI-Generated)
HIGH PRIORITY (Score 85+)
1. Sarah Martinez - Score 92
Last contact: 3 hours ago
Next action: Follow up on showing feedback
AI suggestion: "She loved the property - ask about offer"
2. James Chen - Score 88
Last contact: 1 day ago
Next action: Send pre-approval checklist
AI suggestion: "He's ready but needs lender referral"
SCHEDULED FOLLOW-UPS (7)
→ Mike in 2 days (per your instruction)
→ Lisa in 1 week (AI-determined optimal timing)
ON TRACK (23)
→ AI managing nurture sequences automaticallyCalendar View:
THURSDAY, NOVEMBER 28
10:00 AM - Sarah Martinez
→ Showing: 123 Main St
→ Score: 92 (HOT)
→ Notes: Pre-approved $450K, loves the neighbourhood
→ Confirmed: Yes (24 hrs ago)
→ [View full conversation]
2:00 PM - James Chen
→ Buyer consultation
→ Score: 88 (HOT)
→ Notes: First-time buyer, needs lender referral
→ Confirmed: Yes (2 hrs ago)
→ [View full conversation]
4:00 PM - BLOCKED (Personal time)
"Hey, saw your listing on Zillow. Is the 4BR on Oak Street still for sale? We're pre-approved for $600K and looking to move in 30 days."
"Hi [Name]! Yes, the 4BR on Oak Street is still available - listed at $585K. That's fantastic you're pre-approved and ready to move quickly. I have showing times tomorrow at 2 PM or Thursday at 10 AM. Which works better for your schedule?[Your Name]'s Team"
"Do you have any 3-bedroom homes under $400K in Riverside?"
"Hi Jessica! Yes, I have 4 homes in Riverside right now under $400K with 3 bedrooms. Two just came on the market this week. Would you like me to send you details on all four, or are you looking in a specific neighbourhood?"
"Perfect! I have one in Canyon Crest - 3BR/2BA at $385K. Just listed Friday. Beautiful backyard and updated kitchen. I can show it to you tomorrow afternoon at 3 PM or Thursday morning at 10 AM. Which works better?"
"Booked! I just sent you a calendar invite for Thursday at 10 AM. Address is 456 Canyon Crest Dr. One quick question - are you pre-approved, or would you like a lender referral? Want to make sure you're ready to move fast if you love it."
"Fantastic! That puts you in a strong position. See you Thursday at 10 AM. I'll text you the day before to confirm. Looking forward to meeting you!"
"Need to sell my house fast. Relocating for work in 60 days. What's the process?"
"Hi Michael! I can definitely help you sell quickly. Relocations are time-sensitive, so let's make sure we hit your 60-day timeline. Quick questions to get started:
What's your address?
How soon can you have the home ready to list?
Do you have a target sale price in mind?Once I know these, I can give you a clear timeline and next steps."
"Got it - 789 Oak Street. Good news: Homes in your area are selling in 18-25 days on average right now. If we list within 2 weeks, you should close well before your 60-day deadline.I'd like to do a walkthrough to give you an accurate price estimate and marketing plan. I have openings tomorrow at 4 PM or Friday at 11 AM for a listing consultation (takes about 90 minutes). Which works better for you?"
"Perfect! Just sent you a calendar invite for Friday at 11 AM at 789 Oak Street. I'll bring:
Comparative market analysis for your area
Professional marketing plan
Timeline to close in 60 daysSee you Friday!"
"Do you cover Orange County? Looking for condos under $500K."
"Hi! I focus exclusively on Riverside County, so Orange County is outside my service area. However, I work with excellent agents in OC who specialise in condos. Would you like me to connect you with someone I trust who can help?"
"Great! I'll have my OC partner reach out to you within 24 hours. They'll take great care of you. Thanks for thinking of me, and best of luck with your search!"
"Just curious what homes are going for in Riverside these days"
"Hi! Home prices in Riverside vary quite a bit by neighbourhood and home size. Are you thinking about buying or selling, or just exploring options right now?"
"Makes sense! It's smart to start researching early. I send out a monthly market update email with current prices, new listings, and trend analysis. Want me to add you to that list? No pressure - just helpful info when you're ready."
"Done! You'll get the first one next week. If you ever want to see what specific homes are selling for, just let me know. Good luck with your research!"
"Do you cover Orange County? Looking for condos under $500K."
"Hi! I focus exclusively on Riverside County, so Orange County is outside my service area. However, I work with excellent agents in OC who specialise in condos. Would you like me to connect you with someone I trust who can help?"
"Great! I'll have my OC partner reach out to you within 24 hours. They'll take great care of you. Thanks for thinking of me, and best of luck with your search!"
"Just curious what homes are going for in Riverside these days"
"Hi! Home prices in Riverside vary quite a bit by neighbourhood and home size. Are you thinking about buying or selling, or just exploring options right now?"
"Makes sense! It's smart to start researching early. I send out a monthly market update email with current prices, new listings, and trend analysis. Want me to add you to that list? No pressure - just helpful info when you're ready."
"Done! You'll get the first one next week. If you ever want to see what specific homes are selling for, just let me know. Good luck with your research!"

