Demo Business: "Coastal Property Advocates"
Overview Console
Everything that needs attention today, plus a live read on the pipeline — the same view a REOS business owner sees every morning.
🛑 Tasks
Call back Sarah Chen re: 2BR brief
Due today, 2:00 PM
Review draft contract — 14 Bay St, South Yarra
Due today, 4:00 PM
Confirm building inspection — Chermside QLD
Due tomorrow
📞 Follow-ups & Hot Leads
Sarah Chen — Bondi Junction NSW
2BR unit brief · call back today
Marcus Webb — South Yarra VIC
Pre-approval confirmed · viewing Thu
Priya Nair — Chermside QLD
Nurture email #3 sent
🆕 New Leads
Daniel Osei
Instagram DM · investment property, Perth WA
Grace Liu
Website enquiry · first home buyer, Adelaide SA
Tom Bracks
Facebook Group comment → DM
⏰ Reminders
Send weekly newsletter draft for review
Today, 5:00 PM
Referral check-in — Northside Mortgage Broking
Tomorrow, 10:00 AM
12-month anniversary email — the Websters
In 3 days
25 Agents · All Running On Schedule
Live
Distribution Agent
Marketing
Ran 6 min ago
Market Agent
Sourcing
Ran 2 hrs ago
Monitor Agent
Sourcing
Ran 2 hrs ago
CRM Agent
Sourcing
Ran 6 min ago
Sequence Agent
Outreach
Ran 40 min ago
Outreach Agent
Outreach
Ran 1 hr ago
SMS Agent
Outreach
Ran 1 hr ago
Reengagement Agent
Outreach
Ran today, 6am
Buyer Agent
CRM
Ran 3 hrs ago
Sourcer Agent
Sourcing
Ran 3 hrs ago
Settlement Agent
CRM
Ran today, 6am
Anniversary Agent
CRM
Ran today, 6am
HubSpot Agent
CRM
Ran 6 min ago
Review Agent
Outreach
Ran today, 6am
Referral Agent
Reporting
Monthly · on track
Finance Agent
Reporting
Monthly · on track
CEO Agent
Reporting
Ran today, 6am
Newsletter Agent
Marketing
Weekly · Saturday
Content Agent
CRM
Ran 6 min ago
Comment Monitor
Engagement
Optional add-on
Template Refresh
System
Ran today, 6am
Credential Health
System
Ran today, 6am
Script Agent
Calling
Monthly · on track
Staging Agent
Sourcing
On file drop
Brain (AI Core)
System
Supports all agents
This Week — Auto-Scheduled Posts
Mon
Market Update
Suburb Spotlight
Tue
Investment Insight
Buyer Education
Wed
Client Win
Suburb Spotlight
Thu
Community Story
Negotiation & Process
Fri
Market Update
Buyer Education
New Leads By Source (30 Days)
Lead Pipeline Breakdown
New / Warm — 35%
In Nurture — 23%
Consult Booked — 18%
Under Contract / Settled — 24%
Simulated Agent Activity
Streaming
In a live REOS instance, this feed shows every agent run as it happens. New entries below are simulated for this demo.