Agent Pipeline
Sarah M.
$4.2M
James K.
$2.8M
Maria L.
$3.5M
Tom R.
$1.9M
View: My Deals All Deals
New Lead
4 deals $2.1M
Team: 8 deals · $4.3M
Brokerage: 14 deals · $7.8M
742 Evergreen Terrace
Michael Chen
$485,000
Zillow 2d ago
Sarah M.
Next Action
Schedule initial consultation call
Notes
Pre-approved for $500K. Looking for 3BR in west side. Relocating from Portland.
Last Contact
Email inquiry via Zillow — Jan 30
1847 Oakwood Dr
Jessica & Ryan Park
$625,000
Referral 1d ago
James K.
Next Action
Send welcome packet and schedule call
Notes
Referred by the Hendersons. Young family, first-time buyers. Budget flexible up to $650K.
Last Contact
Phone call — Jan 31
305 Birch Lane, Unit 4B
Amanda Torres
$340,000
Open House 5d ago
Sarah M.
Next Action
Follow up from Sunday open house
Notes
Interested in condos near downtown. Works in tech, flexible on timing.
Last Contact
Met at open house — Jan 26
9120 Summit Ridge Ct
David Kowalski
$715,000
Social 14d ago
Maria L.
Next Action
Re-engage or archive — no response to last 2 emails
Notes
Instagram DM lead. Luxury buyer, unclear timeline.
Last Contact
Email follow-up — Jan 18
→ 68%
Nurturing
3 deals $1.6M
Team: 6 deals · $3.1M
Brokerage: 11 deals · $5.9M
2240 Magnolia Blvd
Rachel & Tim Nguyen
$550,000
Referral 1d ago
Sarah M.
Next Action
Send curated list of 5 properties matching criteria
Notes
Need 4BR for growing family. Good schools a must. Pre-approved with First National.
Last Contact
Video call — Jan 31
887 Westfield Ave
Carlos Mendez
$425,000
Zillow 6d ago
James K.
Next Action
Call to discuss updated price preferences
Notes
Investor looking for rental properties. Cash buyer. Wants 8%+ cap rate.
Last Contact
Text message — Jan 26
4501 Pine Crest Way
Linda Okafor
$590,000
Realtor.com 12d ago
Tom R.
Next Action
Send market update for her target neighborhoods
Notes
Downsizing from 5BR. Wants single-story. No rush — lease ends in June.
Last Contact
Email — Jan 20
→ 55%
Showing
4 deals $2.4M
Team: 7 deals · $4.6M
Brokerage: 12 deals · $8.1M
156 Harbor View Ln
Daniel & Priya Sharma
$780,000
Referral 1d ago
Sarah M.
Next Action
3 showings scheduled for Saturday AM
Notes
Loved 156 Harbor View on first tour. Want to see comparables before deciding.
Last Contact
In-person showing — Jan 31
3322 Elm Street
Kevin O'Brien
$395,000
Open House 3d ago
Maria L.
Next Action
Second showing on Tuesday at 4pm
Notes
Single professional. Wants walkable neighborhood. Liked the layout, concerned about street noise.
Last Contact
Text — Jan 29
710 Riverside Dr, #12A
Sarah Kim
$520,000
Zillow 7d ago
James K.
Next Action
Schedule third showing — she wants to bring her parents
Notes
Liked the river views but wants more storage. Looking at 2 other condos with competing agent.
Last Contact
Phone call — Jan 25
2901 Maple Heights Blvd
Greg & Tanya Foster
$685,000
Referral 5d ago
Sarah M.
Next Action
Revisit top 2 picks this weekend
Notes
Relocating for work. Need to close by March. Seen 6 homes so far, narrowing down.
Last Contact
In-person showing — Jan 27
→ 42%
Offer
3 deals $1.9M
Team: 5 deals · $3.2M
Brokerage: 9 deals · $6.1M
445 Lakeshore Blvd
Nathan & Emily Brooks
$820,000
Referral today
Sarah M.
Next Action
Offer submitted at $805K — awaiting seller response
Notes
Strong offer with escalation clause up to $835K. Competing with 2 other offers.
Last Contact
Phone — Feb 1
1102 Chestnut Hill Rd
Patricia Alvarez
$465,000
Open House 4d ago
Maria L.
Next Action
Counter-offer discussion — seller wants $475K
Notes
Client firm at $465K. May walk if no movement. Inspection contingency included.
Last Contact
Email — Jan 28
678 Willow Creek Ct
Marcus Johnson
$590,000
Zillow 2d ago
James K.
Next Action
Preparing offer letter — client approved $590K bid
Notes
Clean offer, no contingencies except financing. Strong pre-approval from Chase.
Last Contact
Video call — Jan 30
→ 78%
Under Contract
3 deals $1.7M
Team: 4 deals · $2.6M
Brokerage: 8 deals · $5.4M
229 Cedar Park Ave
Lisa & Robert Wang
$695,000
Referral 1d ago
Sarah M.
Next Action
Home inspection scheduled for Feb 5
Notes
Accepted at asking price. 30-day close. Appraisal ordered.
Last Contact
Phone — Jan 31
5567 Aspen Trail
Jennifer Martinez
$410,000
Zillow 2d ago
Maria L.
Next Action
Waiting on appraisal report — due Feb 3
Notes
FHA loan. Inspection came back clean. Title work in progress.
Last Contact
Text — Jan 30
8834 Stonegate Dr
William & Claire Dubois
$575,000
Realtor.com 6d ago
Tom R.
Next Action
Negotiate inspection repair credits — seller countered at $3K
Notes
Inspection found HVAC issue. Client wants $8K credit. May need to compromise.
Last Contact
Email — Jan 26
→ 92%
Closing
2 deals $1.2M
Team: 3 deals · $2.0M
Brokerage: 6 deals · $4.2M
1450 Grandview Terrace
Anthony & Maria Rossi
$725,000
Referral today
Sarah M.
Next Action
Final walkthrough Feb 3, closing Feb 5
Notes
All clear to close. Lender docs received. Title insurance confirmed.
Last Contact
Phone — Feb 1
3780 Brookfield Rd
Samantha Lee
$448,000
Open House 1d ago
Maria L.
Next Action
Closing scheduled Feb 7 — coordinate with title company
Notes
First-time buyer, very excited. Gift letter from parents on file. All conditions met.
Last Contact
Text — Jan 31