Saturday · June 7, 2026 · 5 showings today
Good afternoon
Active Listings
11
$8.4M total volume
In Escrow
6
$3.2M · all close in 30 days
Buyer Pipeline
23
14 pre-approved
YTD GCI
$184K
+22% vs LY
Today's showings
All today10:00 AM · 47 Maple Dr · Cohen family (buyer)
3RD SHOWING · ABOUT TO OFFER · ASK $749K
12:30 PM · 1812 Cherry Ln · Walker family (buyer)
1ST SHOWING · CASH BUYER · ASK $920K
2:00 PM · 9 Oak St · Listing prep walk-through
SELLER PREP · STAGE THIS WEEK · LIST $580K
4:00 PM · 22 River Rd · 2nd showing — Bergman couple
FINANCING PRE-APPROVED · DECISION TODAY
6:00 PM · Sunset open house wrap
42 SIGN-INS THIS WEEK · 3 FOLLOW-UPS PRIORITY
In escrow — closing this month
All deals| Address | Price | Side | Close | Status |
|---|---|---|---|---|
| 14 Hickory Ct | $485K | Listing | Jun 18 | Clear to close |
| 112 Birch Ave | $620K | Buyer | Jun 22 | Inspection contingency |
| 808 Crescent | $840K | Listing | Jun 24 | Appraisal in |
| 5 Sycamore Pl | $395K | Buyer | Jun 27 | Underwriting |
| 91 Dogwood | $540K | Listing | Jun 30 | Title issue |
Recent activity
Closing: 14 Hickory Ct — listing side · $14,500 GCI
JUNE 18 · ALMOST CLOSED
Buyer call: Cohen family wants to write today
47 MAPLE DR · $749K
Inspection report in: 112 Birch Ave · 2 issues
CHIMNEY + WATER HEATER · NEGOTIATING
Open house wrap: 1812 Cherry · 16 sign-ins
3 STRONG · 6 INTERESTED · 7 JUST LOOKING
Sphere — milestones this week
The Garcias · 5-yr home anniversary
JUN 11 · SEND CARD + MARKET UPDATE
The Reillys · their daughter turns 10
JUN 14 · GIFT CARD OR HANDWRITTEN NOTE
Doug Hartman · 1-yr home anniversary
JUN 16 · FIRST-YEAR-OWNER CHECK-IN
11 active · $8.4M total · avg DOM 18 days
Active Listings
▬
$749,000
47 Maple Dr
DOM 1242 views5 showings
▬
$920,000
1812 Cherry Ln
DOM 887 views11 showings
▬
$580,000
9 Oak St
Prep——
▬
$1,240,000
22 River Rd
DOM 22148 views14 showings
▬
$685,000
8 Sunset Blvd
DOM 1462 views9 showings
▬
$420,000
23 Pine Ct · condo
DOM 428 views3 showings
23 active buyers · 14 pre-approved
Buyer Pipeline
| Buyer | Stage | Pre-approved | Range | Search | Last touch |
|---|---|---|---|---|---|
| Cohen family | Writing offer | ✓ $850K | $650-800K | 4bd · 3ba · Princeton area | Today |
| Walker family | Touring | ✓ Cash | $800K-1M | 5bd · executive · top schools | Today |
| Bergman couple | Touring · returning | ✓ $700K | $550-700K | 3bd · waterfront preferred | Today |
| Kim family | Active search | ✓ $1M | $700K-1M | 4bd · move-in ready · Robbinsville | Yesterday |
| Patel family | Pre-approval pending | Pending | $500-650K | 3bd · open kitchen | 3 days ago |
| Garcia family (move-up) | Discovery | Working on selling theirs | $800-950K | Larger · 4-5bd | 1 week ago |
6 deals in escrow · $3.2M volume · closing in 30 days
In Escrow
| Address | Price | Side | Buyer/Seller | Close | Lender | Status |
|---|---|---|---|---|---|---|
| 14 Hickory Ct | $485K | Listing | Wong family | Jun 18 | Cash | Clear to close |
| 112 Birch Ave | $620K | Buyer | Patel family | Jun 22 | Wells Fargo | Inspection contingency |
| 808 Crescent | $840K | Listing | Cohen (move-up) | Jun 24 | Chase | Appraisal in |
| 5 Sycamore Pl | $395K | Buyer | Hartman | Jun 27 | Rocket | Underwriting |
| 91 Dogwood | $540K | Listing | Estate sale | Jun 30 | — | Title issue |
| 1801 Cypress | $320K | Buyer | First-time | Jul 5 | FHA | In contract |
5 today · 14 this week · response rate 78%
Today's Showings
Showing Coordinator
One-tap showing scheduling, lockbox access codes, route between properties, post-showing feedback capture.
- ShowingTime + BrokerSumo integration
- Lockbox code per property + showing-window tracking
- Optimal route between today's showings
- Post-showing buyer feedback prompts
- Listing agent auto-notifications
3 this weekend · 42 sign-ins last week
Open Houses
Open House Operations
Schedule, sign-in capture, follow-up automation.
- Open-house calendar with MLS push
- Digital sign-in (text or QR) — no clipboard
- Auto-follow-up email Mon/Wed/Fri to attendees
- Hot-prospect flagging (multiple visits, time spent)
- Neighbor-notification text-blasts
412 past clients · 89 staying-in-touch active
Sphere
Past-Client + Sphere CRM
Stay top-of-mind with past clients so they refer you and come back when they sell.
- Birthday + home-anniversary auto-outreach
- Annual market-update mailer to past clients in their neighborhood
- Holiday cards (real mail integration)
- Referral attribution + thank-you tracking
- Major-life-event tracker (kids, job change, retirement)
Per-listing campaigns · Instagram + Zillow + Facebook + email
Marketing
Listing Marketing Engine
One listing → 8 channels with appropriate copy + photos per channel.
- Instagram Reels auto-generated from listing photos
- Facebook + Zillow + Realtor.com syndication
- Email blast to sphere segmented by area
- Just-listed + just-sold neighborhood mailers
- QR-code yard signs linking to listing details
- Per-channel lead attribution
YTD GCI: $184K · brokerage split + team splits applied
Commissions
Commission Tracking
Every deal, every check, every split — reconciled to your bank.
- Per-deal GCI calculation with brokerage split
- Buyer-agent / listing-agent / referral splits
- Team splits if applicable
- Year-to-date earnings dashboard
- Tax-deductible expense capture (mileage, MLS dues, signs)
- Auto-1099 prep at year-end
Monthly · YoY · per-source lead conversion
Reports
Production Reports
The numbers a producing agent needs.
- Monthly GCI run rate
- Source attribution: sphere vs Zillow vs open house vs sign-call
- Days-on-market average · listed vs market
- List-to-sale ratio
- Past-client repeat + referral rate
1099 income · deductible miles · MLS + association dues · Schedule C
Tax & Compliance
↘ Shared engine — from Audit Practice · agent-flavored: Schedule C self-employment, vehicle deduction, home office, MLS dues, multi-state licensure
YTD 1099 Income
$184,000
GCI net of brokerage split
Deductible Miles
12,840
Showings + drives · $8,604 @ 67¢
Quarterly Est. Tax Due
$11,200
Q2 deadline June 15
Deductible Dues
$4,200
MLS · NAR · brokerage fees
Year-to-date deductible expenses
| Category | YTD | Last Year | Notes |
|---|---|---|---|
| Vehicle (mileage) | $8,604 | $11,200 | 12,840 mi · standard rate |
| MLS + association dues | $4,200 | $4,100 | 2 MLS regions (NJ + PA) |
| Marketing | $8,420 | $12,400 | Zillow, FB ads, signs, photography |
| Photography + staging | $3,800 | $5,200 | Per-listing |
| Home office | $2,400 | $2,400 | 200 sqft @ $12/sqft simplified |
| Software / SaaS | $1,840 | $1,200 | CRM, transaction mgmt, e-sign |
| CE + licensing | $840 | $1,200 | NJ + PA CE done · brokerage 2027 |
Contracts · disclosures · addenda · inspections
Documents
↘ Shared engine — from Audit Practice · realtor-flavored: per-listing document checklists, e-sign integration, disclosure tracking
| Document | Type | Listing | Status |
|---|---|---|---|
| 14HickoryCt-Contract-Wong.pdf | Purchase contract | 14 Hickory Ct | Fully executed |
| 14HickoryCt-Seller-Disclosure.pdf | Disclosure | 14 Hickory Ct | Filed |
| 14HickoryCt-Inspection.pdf | Home inspection | 14 Hickory Ct | Filed |
| 112Birch-Counter-Offer.pdf | Counter offer | 112 Birch Ave | Awaiting signature |
| 9OakSt-Listing-Agreement.pdf | Listing agreement | 9 Oak St (new) | For signature |
Past-client home anniversaries · life events · birthday
Milestone Outreach
↘ Shared engine — from Diamond Atelier · realtor-flavored: home anniversaries, refi triggers, life-event re-sells
| Date | Past Client | Event | Recommendation | Action |
|---|---|---|---|---|
| Jun 11 | The Garcias | 5-yr home anniversary | Market update for their area + handwritten card | Today |
| Jun 14 | The Reillys | Daughter's 10th birthday | Gift card + note · they remember | This week |
| Jun 16 | Doug Hartman | 1-yr home anniversary | "How's the house?" check-in + value estimate | This week |
| Jun 24 | The Schwartzes | 10-yr home anniversary | Move-up market analysis · they're at the upgrade window | Calendar |
| Jul 2 | The Garlands | New baby (heard from sphere) | Small gift + "more space?" market analysis | Calendar |