Good morning, Sarah

SM
Your Morning Briefing March 3, 2026

You have 3 hot leads that need attention today. The Johnsons are waiting on an inspection report for 742 Evergreen Terrace — deadline is in 48 hours.

12

Active Deals

$2.4M

Pipeline Value

5

Follow-ups Due

Priority Actions

View All
Urgent 2h overdue

Call James & Lisa Johnson

Inspection deadline in 48hrs — need to discuss report for 742 Evergreen Terrace

Social Lead via Instagram

Text Maria Chen about open house

Asked about pricing on 1847 Bayshore Dr listing post — AI draft ready

Follow-up Last contact 5 days ago

Email pre-approval docs to David Park

Qualified buyer, $650K budget — sent 3 listings, no response yet

Nurture 1-year anniversary

Check-in call with the Patels

Purchased 55 Willow Lane one year ago today — great referral opportunity

Pipeline

Full View
New Lead
3 · $1.1M
Robert Kim 2d

320 Oak Ave, Unit 5

$385,000 Qualify
Amy Torres 1d

Looking in Westside area

$425,000
Call
Showing
2 · $780K
Maria Chen 5d

1847 Bayshore Dr

$520,000
Hot Schedule
Offer
1 · $290K
Priya Sharma 1d

88 Hilltop Rd

$290,000 Send Docs
Under Contract
2 · $845K
James & Lisa Johnson 48h

742 Evergreen Terrace

$495,000 Inspection Due
Tom Franklin 3d

201 Maple St

$350,000 On Track

Today & Tomorrow

Google Calendar synced
Today — Mon, Mar 3

10:00

AM

Showing — 1847 Bayshore Dr

Maria Chen · 2 bed / 2 bath

1:30

PM

Team Pipeline Review

Coastal Realty Office

3:00

PM

Follow-up: David Park

AI reminder · No response in 5 days

Tomorrow — Tue, Mar 4

9:00

AM

Inspection deadline — Johnson

Urgent · 742 Evergreen Terrace

11:00

AM

Open House — 320 Oak Ave

New listing · Digital sign-in ready

Activity

Inbound call from Tom Franklin

8 min ago

4m 32s · Discussed appraisal results for 201 Maple St. AI extracted: appraisal value $355K, closing date confirmed Apr 15.

Email from Priya Sharma

25 min ago

Re: Offer on 88 Hilltop Rd — "We'd like to proceed with the counter-offer. Can we sign tomorrow?"

Instagram comment — Maria Chen

42 min ago

On 1847 Bayshore Dr post: "Is there an open house this weekend? Very interested!" — Buyer intent detected

Facebook — 320 Oak Ave post

1h ago

High engagement alert: 47 likes, 12 comments, 8 shares in first 3 hours. 3 buyer-intent comments flagged.

Text to Robert Kim

2h ago

Sent listing details for 320 Oak Ave, Unit 5. Awaiting response.

New lead — Jessica Wu

3h ago

Auto-created from Zillow inquiry. Budget $500-600K, looking in Bayshore area. Speed-to-lead text sent.

Document parsed — Johnson

4h ago

Purchase agreement for 742 Evergreen Terrace auto-categorized. Portfolio 87% complete — inspection report still missing.

Ask AI about your pipeline

SM

What are my most urgent follow-ups this week?

You have 3 urgent items: Johnson inspection deadline (48h), David Park hasn't responded in 5 days, and Maria Chen asked about pricing on Instagram. I'd prioritize the Johnson call first since the deadline is closest.

Pending Approvals 3

View Queue
Instagram Carousel

Just Listed: 320 Oak Ave

Stunning 2BR/2BA with panoramic views. Move-in ready in the heart of downtown. Starting at $385K.

Facebook Post

Open House: 1847 Bayshore Dr

Join us Saturday 1-4 PM for an exclusive look at this waterfront gem. 3BR/2BA, $520K.

AI Reply Draft

Reply to Maria Chen

"Hi Maria! We do have an open house this Saturday 1-4 PM. I'd love to see you there! DM me..."