618 Command Center – CRM & Transaction Management

🏡 Listings

Track each home, its showing and offer history, and its permanent file.

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Active Buyers

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Sellers / Listings

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In Transaction

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YTD Closed

Q1: 0 · Q2: 0

🔔 Upcoming Closings

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Address	Agent	Closing	Fee	Actions

💬 Recent Client Activity

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Client	Type	Last Activity (30 days)	Status

⚡ Buyers Pipeline

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Client	Status	Price Range	Pre-Approved

🏠 Active Listings

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Property	Price	DOM	Showings

🏆 Agent Leaderboard

Live from Closed Files · GCI and production updated in real time

Period:

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📊 Agent Production Rankings

Ranked by GCI · from Closed Files tab

#	Agent	Closed Units	Total Volume	GCI	Avg Sale Price	Buyer Sides	Seller Sides	Both Sides	Top Source

🗂️ Recent Closed Transactions

Address	Close Date	Sale Price	Agent	Side	GCI	Source

🏠 Buyer Transaction Board

Click any cell to edit · dropdowns open instantly · Enter/Tab to confirm · Esc to cancel

Client Name	Phone	Email	Status	Pre-Approved?	Lender / Amount	County	Price Range	Criteria / Wishlist	Showing?	Next Showing	Last Showing	Communicating?	Last Comm.	Comm. Notes	Agent	Source / Referral	Notes

🏡 Seller Transaction Board

Click any cell to edit · dropdowns open instantly · Enter/Tab to confirm · Esc to cancel

Client Name	Phone	Email	Status	Property Address	County	List Price	MLS #	DOM	Listing Appt	Listing Date	Exp. Date	Communicating?	Last Comm.	Comm. Notes	Showings Sched.	Last Showing	Notes

📋 Transaction Board

Click any cell to edit · dropdowns open instantly · Enter/Tab to confirm · Esc to cancel

📂 Dotloop	Address	Agent	B/S	Acceptance	Inspection	Insp. ✓	COP / Insp. Resp.	COP ✓	Appraisal	Docs to Lender	Title Co.	EM Holder	Earnest $	Final WTK	CTC	Closing	Fee	Source

🏁 Closed Files

Complete record of closed real estate transactions · Click any cell to edit

Address	Close Date	Sale Price	Seller Name	Buyer Name	B/S Side	Lender	Loan Type	Listing Agent	Buyer's Agent	Settlement Co.	Attorney	Fee / Commission	Source	Notes

📇 Vendor Contacts

Click any cell to edit · Type to search · Add new vendors or download the full list as Excel/CSV

Category	Name / Vendor	Company / Role / Notes	Phone	Email

📜 Title Board

Click a card to open its 15-stage closing checklist · drag between columns to move phase

🔗 Useful Links

Lending tools, calculators, and other sites you reach for often — opens in a new tab

Add a Link

📁 Document Library

Buyer/seller guides, service area maps, referral partner agreements, program info, contracts, spreadsheets, forms — all in one place · Click to preview · Right-click to download

Sort:

📂

Drop files here to upload

PDFs, Word docs, Excel, images, CSVs — any file type

📬 Communications

Calendar · Inbox · Reminders · Batch Email

📅 Calendar

⚡ Auto-synced from boards

Today's Events

🤖 Ask AI

Quick actions:

📊 CRM Dashboard

Your Area contact pipeline at a glance

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Total Contacts

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Hot Leads

✅

Open Tasks

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Closed / Won

⚡ Lead Pipeline Snapshot

🩺 Pipeline Health

🧭 Broker Capacity

🔥 Hot Leads

✅ Today's Tasks

👥 Contacts

All leads and contacts · click any row to view details · contact data links to Transaction Board

🔍

Name	Stage	Agent	Source	City	Phone	Budget	Added	Actions

❌ Fallout

Deals that fell through · review reasons · reactivate any that come back to life

0 fallen-through · $0

Address / Property	Contact	Amount	Closed Date	Notes

✅ Tasks

Track follow-ups, calls, showings, and to-dos

📅 Appointments

Showings, consultations, listing appointments, and more

📬 Inbox

Notifications, new leads, task reminders

📣 Campaigns

Email drip and text follow-up campaigns

🎯 Lead Generation

A repeatable prospecting call block — work the priority list, use the scripts to qualify, then log every call so it feeds Contacts, Tasks and Follow-Ups automatically.

🧭 Prospecting Block

Goal

10–15 meaningful conversations

Primary Objective

Set appointments or create clear next follow-up dates

Script Anchor

Six-question conversion script

📋 Prospecting Priority List

Priority	Contact Category	Who To Call	Goal
1	Warmest Sphere	Past clients, friends, family, people who already trust you	Referrals, buyer/seller conversations, introductions
2	Recent Real Estate Conversations	People who asked questions, liked/commented on posts, talked housing casually	Convert loose interest into an appointment
3	Buyer/Seller Leads	Realtor.com, Zillow/free profile, social media, older CRM leads	Re-engage and qualify
4	Notary Contacts	Signing clients, local notary contacts, people you helped professionally	Ask if they know anyone moving
5	Agent/Professional Network	Lenders, attorneys, insurance, contractors, title contacts	Referral partnerships
6	Cold/Warm Local Business Contacts	People you know from town, church, school, local businesses	Build referral awareness

💬 Opening Lines

Warm Sphere

"Hey, I'm making a focused push this morning to help a few more buyers and sellers before fall gets moving. I thought of you because you usually know people in the area. Who do you know that's been talking about moving, buying, selling, or needing more space?"

Past Client

"Hey, I was thinking about you and wanted to check in. How's the house been treating you? Also, I'm working on helping a few more families this month. Have you heard anyone mention buying, selling, or being frustrated with their current place?"

Old Lead

"Hey, this is (Agent). We talked a while back about real estate, and I didn't want to assume your plans disappeared. Are you still thinking about making a move, or has that been put on pause?"

Social Media Contact

"Hey, I saw you've been around some of my real estate posts and wanted to reach out directly. Are you just keeping an eye on the market, or is there a move you've been considering?"

Notary Contact

"Hey, this is (Agent). I helped you with notary work recently, and I also work in real estate. I'm reaching out to see if you know anyone who may need help buying, selling, or planning a move."

Referral Partner

"Hey, I'm blocking time this morning to build more buyer and seller conversations. Do you have anyone right now who needs a real estate agent who can help them actually plan the move, not just open doors?"

❓ Six-Question Conversion Script

Use this once they show even mild interest:

"What do you want to change about your living situation?"
"In a perfect world, what date would you want to be in your new home by?"
"Are you working with another agent?"
"What kind of financial planning have you done for this move?"
"Can I be the one to help you plan it out?"
"Let's set a time to go over the plan."

🎯 Follow-Up Outcomes

Outcome	What It Means	Next Action
Appointment Set	They are ready to talk seriously	Put consult on calendar immediately
Hot Lead	Moving in 0–90 days, motivated, financially possible	Same-day follow-up text/email and appointment push
Warm Lead	Interested but not urgent	Schedule follow-up within 7–14 days
Referral Given	They named someone else	Ask permission for intro or contact info
Nurture	3+ months out, vague but real	Add to monthly follow-up list
Dead/No Fit	Not moving, no referral, not useful	Thank them and move on
No Answer	Call not completed	Leave voicemail or send short text, follow up later

⏱️ Two-Hour Execution Plan

Time	Action
0:00–0:10	Pull list and rank top 25 contacts
0:10–1:20	Call priority 1–3 contacts
1:20–1:35	Send follow-up texts/emails to missed calls and warm leads
1:35–1:55	Call referral partners and notary contacts
1:55–2:00	Update CRM and choose next follow-up tasks

📨 Quick Voicemail & Text Scripts

Quick Voicemail

"Hey, this is (Agent). I'm reaching out because I'm helping a few more buyers and sellers this month and thought of you. If you know anyone talking about moving, buying, selling, or just needing a better plan, give me a call back."

Quick Text After No Answer

"Hey, it's (Agent). I was making a few real estate calls this morning and thought of you. Do you know anyone who's been talking about buying, selling, or needing to make a move soon?"

The big thing: don't let the call become "checking in." Every conversation should either ask for a referral, qualify a move, or set a next step. Keep it light, but keep it pointed.

📞 Log a Prospecting Call

Contact

Name *

Phone