View as
My Conversations
Team Inbox
Hot Leads
MR
Maria Rodriguez
Sounds great, let's do 2pm!
2:14pm 3
JT
James Thornton
Can we see the Oak St place?
1:45pm
Warm
SP
Sarah Park
I'll think about the offer...
11:20am
DW
David Williams
Pre-approval came through
Yesterday
Cold
LC
Lisa Chen
Maybe next quarter
Jan 24
Closed
RK
Robert Kim
Closing docs signed!
Jan 18
??
New Web Lead
Zillow inquiry — 3br in NE
Just now
AJ
Amy Jensen
Needs follow-up — showing
3:01pm KL
KL
Karen Lee
4 active
MR
Maria Rodriguez
Sounds great, let's do 2pm!
2:14pm
JT
James Thornton
Can we see the Oak St place?
1:45pm
MT
Mike Torres
3 active
SP
Sarah Park
I'll think about the offer...
11:20am
JN
Jessica Nguyen
2 active
DW
David Williams
Pre-approval came through
Yesterday
MR
Maria Rodriguez
Active now · First contact 3 weeks ago
Hot Lead
Pinned Milestones
🏠 Showing scheduled: 742 Evergreen Terrace — Tomorrow 2:00pm
Pre-approved: $485,000 — First National Bank
January 28, 2026
Maria Rodriguez
Hi! I saw your listing on the 3-bed on Maple Drive. Is it still available?
9:32am
Hi Maria! Yes, 1847 Maple Drive is still on the market. It's a beautiful 3BR/2BA, listed at $425,000. Would you like to schedule a showing?
9:45am
CRM Bot
New lead capturedMaria Rodriguez
SourceZillow Inquiry
Interest1847 Maple Dr — $425K
That sounds perfect. I'm pre-approved up to $485K through First National. Could we see it this week?
10:02am
Absolutely! I also have another property that just hit the market that you might love — 742 Evergreen Terrace. 3BR/2.5BA, $459K, with a gorgeous backyard. Want to see both?
10:15am
Oh yes, both sound great! I'm flexible Thursday or Friday afternoon.
10:22am
Stage Updated
New Lead Showing Scheduled
ShowingThu 1/29, 2:00pm
Properties1847 Maple Dr, 742 Evergreen
Perfect! I've got you down for Thursday at 2pm. We'll start at Maple Drive and then head to Evergreen Terrace. I'll send you the details.
10:30am
January 29, 2026
🔔 Showing reminder sent to Maria — Today at 2:00pm
Just left the Maple Drive house. It's nice but the kitchen felt small. I LOVED 742 Evergreen though! The yard is exactly what we need for the kids.
3:45pm
So glad you loved Evergreen! It's getting a lot of interest — the sellers might have another offer coming in. Want me to start putting together numbers for an offer?
3:52pm
Today
Yes, let's do it! What do you think we should offer? We don't want to lose this one.
1:50pm
Given the comps in the area and the seller's situation, I'd recommend coming in at $449K with an escalation clause up to $465K. That keeps you under budget with room for closing costs.
2:05pm
Sounds great, let's do 2pm tomorrow to go over everything and sign?
2:14pm
MR
Maria Rodriguez
Buyer · First-time homeowner
Relationship
Pre-Approved 3BR+ Family

Contact Details

Phone(503) 555-0147
Emailmaria.r@email.com
Budget$400K – $485K
TimelineWithin 60 days
SourceZillow

Property Interests

742 Evergreen Terrace
3BR/2.5BA · $459,000 · Loved it
1847 Maple Drive
3BR/2BA · $425,000 · Too small kitchen

Quick Actions

📝 Draft Offer
📅 Schedule Meeting
📧 Send Comp Report
📞 Call Maria
🔄 Reassign to Another Agent

Agent Stats — Karen Lee

Active leads4
Avg response time12 min
Close rate (90d)34%
Pipeline value$1.82M