Today FRI OCT 24
⌘K

Good morning, Joseph.

4 things need you before 10:00. Ava handled 27 others overnight.

Appointments today 3 Next: 10:30 tour, 1427 Lakeshore Dr
Active contracts 12 3 under contract, 2 closing this month
Projected volume · Oct $1.84M Both closings on schedule
Relocation clients active 8 5 from referral partners out of state

Needs you now

Priority · action · why
New referral from a Dallas partner The Okafor family · buyer · Lake Nona · spring 2027

Ava: Referral agreement signed by both brokerages this morning. Introducing today keeps the partner's view green. A Clear Move Strategy call draft is ready.

Confirm Saturday 10:30 tour Jenna and Marcus Ortiz · 1427 Lakeshore Dr

Ava: Jenna replied "yes" by SMS at 7:42. You are free, and the listing agent allows 10 to 12. Sofia proposed the slot; it needs your confirmation.

Why this?
Inspection in 4 days · Patel family Referral from Lee Realty Group (Chicago) · 13822 Sunfish Dr

Ava: Inspector confirmed for Oct 28, 9:00. Mariana asked to join by video from Chicago. The partner portal will update automatically when the report lands.

Call back Luis Ferreira Seller lead · Winter Garden · selling before a move to Texas

Ava: Asked about the Guaranteed Offer twice this week. Best window 12:00 to 13:00; he answered 3 of 3 past calls then. Consent on file.

AI calling engine

LIVE · 1:42
Inbound · Priya Raman (407) 555-0142 · relocating from New Jersey · asking about Lake Nona
Sofia: Priya, I can book a Clear Move Strategy call with Joseph, your Florida advisor. Would Saturday afternoon or Monday morning suit you?
Queue 14 outbound Consent verified 14 of 14

Pipeline

12 active contracts
Qualified
3
Showing
4
Under contract
3
Closing
2
Oldest in stage: 41 days Open board

Timeline

All channels · one record
  1. 08:12
    Sofia with Priya Raman · 1:42 and counting Plan call requested. Transcript and summary attach on hang-up.
  2. 07:58
    Referral received · The Okafor family, from a Dallas partner Agreement countersigned. Partner portal created. Awaiting your introduction.
  3. 07:42
    Jenna Ortiz to you "Yes! Saturday works for us. Thank you."
  4. Oct 22
    Offer accepted · Patel family · 13822 Sunfish Dr, Lake Nona Milestones seeded. Client portal and Chicago partner portal both updated.

While you slept

22:00 to 06:30
Contacts reviewed
31
Follow-ups drafted for you
7
Partner portals updated
3
Messages sent without consent
0
Audit log