3 new buyer leads from Evergreen listing - 3 new inquiries on your 742 Evergreen Terrace listing. 2 pre-approved buyers, 1 asking about open house schedule. Average budget: $620K–$680K.
New comparable sold near 742 Evergreen - A 3-bed/2-bath at 720 Evergreen Terrace just sold for $645,000, within 2% of your listing price. 8 days on market. Buyer used conventional financing.
Disclosure package signed - Morrison family - The Morrison family signed the seller's disclosure package for 290 Maple Drive. All pages initialed and dated. Closing on track for March 28.
Open house Saturday confirmed - Tom confirmed he'll help host the open house at 742 Evergreen this Saturday 1–4pm. He's bringing sign-in sheets and flyers. No action needed, just flagging for your calendar.
Monthly production report - February 2026 - February report: 3 listings active, 2 closings ($1.1M total volume), 4 new buyer consultations. YTD commission: $47,200.
Zillow Premier AgentBoost your listings - upgrade your profile
PromoMar 10
From: Zillow Premier Agent <premier@zillow.com>
Subject: Boost your listings - upgrade your profile
Hi Sarah, your Zillow Premier Agent profile is getting noticed — 47 buyers viewed your listings last month. Upgrade to Featured Agent to appear at the top of search results in your zip codes and get 3x more leads. Try it free for 30 days.
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Google CalendarAccepted: Property showing - Mar 19
ConfirmationMar 10
From: Google Calendar <calendar-notification@google.com>
Subject: Accepted: Property showing - Mar 19
Amanda Brooks has accepted the invitation to Property showing on Wednesday March 19, 3:00–3:30pm PDT. All parties have now confirmed.
DS
DocuSignYour monthly billing summary - $25
ReceiptMar 9
From: DocuSign <billing@docusign.com>
Subject: Your monthly billing summary - $25
Your DocuSign Real Estate plan has been renewed for $25.00. Billing period: March 1–31, 2026. Payment method: Visa ending in 4242. 12 envelopes used this month, 38 remaining. A receipt has been attached for your records.
Subject: This week: NAR settlement updates & market trends
This week's top stories: 1. NAR settlement buyer agreement changes take effect next month. 2. Mortgage rates dip to 6.2% — what it means for spring market. 3. Luxury market sees 15% uptick in Q1 sales. 4. New MLS data-sharing rules explained. 5. Top staging tips that actually increase offers.
TW
Twitter / XYou have 12 new notifications
NotificationMar 9
From: Twitter <notify@twitter.com>
Subject: You have 12 new notifications
You have 12 new notifications since you last logged in: 8 new followers, 3 likes on your posts, and 1 mention. Log in to see what you missed.
AM
AmazonYour order has shipped - arriving Mar 11
ConfirmationMar 8
From: Amazon <shipment-tracking@amazon.com>
Subject: Your order has shipped - arriving Mar 11
Your order #112-3849201-5523018 (Keychron K2 Wireless Keyboard) has shipped via UPS. Estimated delivery: Tuesday March 11 by 8pm. Track your package at ups.com with tracking number 1Z999AA10123456784.
LI
LinkedInYou appeared in 23 searches this week
NotificationMar 8
From: LinkedIn <notifications@linkedin.com>
Subject: You appeared in 23 searches this week
Your profile is getting noticed — you appeared in 23 searches this week. Homeowners, investors, and professionals in Real Estate are viewing your profile. Upgrade to Premium to see who's looking.
MW
MailchimpBig spring sale - 40% off everything
PromoMar 8
From: Webflow Store <promo@webflow.io>
Subject: Big spring sale - 40% off everything
Spring is here and so are the savings. Use code SPRING40 at checkout for 40% off all templates and courses. Sale ends March 15. Over 200 templates to choose from - build faster, launch sooner.
RM
Realtor.comPrice alert: 3 homes dropped in your area
AlertMar 7
From: Realtor.com <alerts@realtor.com>
Subject: Price alert: 3 homes dropped in your area
3 homes in your saved search area had price reductions today: 1. 892 Elm St - reduced $15K to $549,000. 2. 340 Pine Ave - reduced $25K to $675,000. 3. 118 Birch Ct - reduced $10K to $425,000. View updated listings and share with your buyers.
ZO
ZoomRecording available: Broker meeting Mar 5
ConfirmationMar 7
From: Zoom <no-reply@zoom.us>
Subject: Recording available: Broker meeting Mar 5
The recording for your meeting "Weekly broker meeting" on March 5, 2026 is now available. Duration: 47 minutes. The recording will be available for 30 days. Click to view or download.
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James Wright9:14am
Pre-approval ready - Morrison family
Zillow8:52am
New buyer lead - 742 Evergreen
Karen Nguyen8:31am
Market analysis shared
David ChenYesterday
Inspection scheduled - 518 Oak St
NAR Newsletter7:18am
Spring market outlook 2026
Done
Nothing yet
Head to your Brief to review and approve what Lobby's prepared.
Pre-approval ready - Morrison family
JW
+2
James Wright, you, +1TransactionsMar 5
3 messages
James Wright from First Federal has the pre-approval letter ready for the Morrison family ($725K). He wants to coordinate the offer timeline and is suggesting times to meet March 17–19 to discuss strategy.
New buyer inquiry from Zillow for your 742 Evergreen Terrace listing. Pre-approved buyer looking for a 3-bed in a good school district. Budget: $620K–$680K.
Auto-archived Zillow · Listing alert - 3 new matches
8:52am · Rule: Buyer leads
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Market analysis shared
KN
Karen Nguyen, youSellersMar 5
2 messages
Shared the CMA and market analysis for Karen's property at 421 Cedar Drive. Current market suggests listing at $580K–$610K based on recent comps. Karen is considering a spring listing.
Home inspection at 518 Oak Street has been scheduled with David Chen from Precision Inspect. Confirmation sent to buyer and seller. Inspection date: Mar 12 at 10am.
Inspection booked · David Chen <> 518 Oak St · Mar 12, 10:00–10:30am
3:23pm · Google Calendar
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Spring market outlook 2026
NR
NAR NewsletterNewsletterMar 5
1 message
NAR's spring outlook highlights a 4% year-over-year price increase in your market. Inventory remains tight at 2.1 months of supply. Mortgage rates stabilizing around 5.8%. No action needed.
Lobby actions
Auto-archived 22 newsletters and notifications
From 7:00am · Rule: Newsletters + MLS alerts
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Added Feb 12
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Always reply to new buyer inquiries within 1 hour
Added Jan 28
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Log all showings after completion in Follow Up Boss
Added Feb 3
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Nudge Karen Nguyen on listing2:14pm
Drafted renewal email - sent via Gmail
done
Book a call with James Wright11:32am
30-min call booked Mar 17
done
Follow up with James Wright9:47am
Friendly follow-up sent
done
Intro Lisa to Patel familyYesterday
Waiting for the Patels' reply
pending
Log inspection report in CRMYesterday
Logged in CRM
done
Draft reply to Michael TorresMar 1
Reply drafted about showing request
done
Chat history
Karen Nguyen · Thinking about selling
Today 2:14pm
Nudge Karen about listing
L
What's her timeline for selling?
She wants to list by end of month
L
Got it. Here's a draft nudge:
Reply toKaren Nguyen
Hi Karen, just following up on our conversation about selling 421 Cedar Drive. I'd love to schedule a walkthrough this week to discuss pricing strategy and get the listing photos scheduled. Are you free Thursday or Friday?
Via GmailLog in CRM
done · Today 2:14pm
Book a call with Jordan
L
How long should the call be?
30 min
L
Booked:
Booking forJames Wright
Sarah <> James Wright Monday Mar 17 · 10:00 – 10:30am PDT Google Meet link included
Google CalendarNotify via Gmail
done · Today 11:32am
Follow up with James Wright
L
What tone should I use?
Friendly & direct
L
Here's a draft:
Reply toJames Wright
Hi James, just following up on the Morrison family pre-approval — wanted to check if you need any additional documents from us. Happy to hop on a quick call this week if that's easier.
Via GmailLog follow-up in CRM
done · Today 9:47am
Intro Lisa to Patel family
L
Here's a warm intro draft:
Intro toPatel family
Hi Raj and Priya — I'd like to introduce you to my colleague Lisa Martinez, who specializes in the Westside neighborhoods you've been looking at. She has a few off-market listings that might be a great fit. Would you be open to a quick call?
Via Gmail · Two recipients
pending · Waiting for the Patels
Log inspection report in CRM
L
Logged:
CRM logDavid Chen
Inspection at 518 Oak St completed. Minor HVAC and roof issues noted. Report forwarded to buyer.
CRM · Transactions
done · Yesterday
Draft reply to Michael Torres
L
Here's a draft:
Reply toMichael Torres
Hi Michael, thanks for your interest in 742 Evergreen Terrace. I'd love to schedule a private showing - I'm free Tuesday March 18 between 2–4pm. Let me know what works for you.
Via Gmail
done · Mar 1
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