Delivered this month
1,278
↑ 12% vs last month
Contact rate
68%
↑ 3 pts
Time to first touch
4.1 hrs
↓ faster
Hot prospects
36
— active
New2
Whitfield & Co. Realty
Austin, TX · 112 listings
SunRidge Brokers
Phoenix, AZ · uploaded CSV
Contacted3
Kestrel Home Advisors
Scottsdale, AZ · step 2 sent
Meridian Bay Realty
Austin, TX · 203 listings
Ironwood Estates
Dallas, TX · step 3 queued
Hot Prospect1
Colton & Vance Realty
Phoenix, AZ · proposal due
Won1
Palmetto Home Group
signed · Growth tier
Fetch Leads — tell the engine what a customer looks like
✓Company name
✓Contact person
✓Email
✓Phone number
✓Listings count
Save filter & run engine
Acquisition engine
queued…
0 leads found · deduped · provenance recorded
All · 7
Hot Prospect · 2
New · 2
Contacted · 3
| Lead | Contact — extracted | Status | Listings | Next action |
|---|---|---|---|---|
| Meridian Bay Realty Lena Forsythe · Austin, TX | lena@meridianbay.com +1 512 555 0164 | Contacted | 203 | Awaiting reply |
| Colton & Vance Realty Beth Colton · Phoenix, AZ | beth@coltonvance.com +1 602 555 0139 | Hot Prospect | 134 | Send proposal |
| Whitfield & Co. Realty Dana Whitfield · Austin, TX | dana@whitfieldco.com +1 512 555 0121 | New | 112 | Assign |
| Kestrel Home Advisors Owen Cade · Scottsdale, AZ | owen@kestrelhomes.com +1 480 555 0177 | Contacted | 81 | Step 2 |
| Ironwood Estates Sam Duarte · Dallas, TX | sam@ironwoodestates.com +1 214 555 0158 | Contacted | 47 | Step 3 |
| SunRidge Brokers Priya Anand · Phoenix, AZ | priya@sunridgebrokers.com +1 602 555 0102 | New | 29 | Assign |
Meridian Bay Realty
case #CS-08841 · Lena Forsythe · Austin, TX · 203 listings
📅 Schedule call
Update status ▾
Meeting Transcript — Discovery callAnalyst reading…
Lena: Honestly, our current tool falls over the moment we open a second office.
R. Voss: That's our multi-office rollout — I can send pricing for your size.signal · rollout pricing
Lena: Do that. Our contract ends in about 45 days, so timing matters.signal · renewal in 45d
Lena: And if you have a case study from a brokerage our size, send it along.commitment · case study
AI Follow-UpPending review
Transcript Analyst — 3 signals extracted, sentiment positiveconf 91%
Case Strategist — renewal in 45 days → act within 24hconf 87%
Drafting Agent — draft written, self-check passedconf 95%
Suggested next move
Send rollout pricing + the Round Rock case study within 24h, then book a pricing call before the 45-day renewal window closes.
Following up — multi-office rollout & timing
"Hi Lena, great talking Thursday — sending the rollout pricing we discussed, plus a case study from a brokerage your size. Since your contract wraps in ~6 weeks, wanted to get ahead of the timeline…"
Approve & schedule
Edit draft
Activity Timeline
Assignment
SalesmanR. Voss
Priority64 / 100
Next actionAwait reply
Provenance
Sourcecounty records
Lawful basislegit. interest