AI Work Companion for Real Estate Agents

## 🌅 Good Morning, Mark

Here's what needs your attention today:
- **🔥 Hot Lead:** Marcus Reed just inquired about 1247 Willowbrook. He's looking to buy this month.
- **🏡 Watson Family:** They've revisited the 909 Cedar Ridge listing multiple times this morning.
- **📋 452 Oak Lane:** Listing goes live today. Photography and copy are ready.

---

### 🎯 High-Intent Activity
**Watson Family (Buyers)**
> *"We really liked the backyard at Cedar Ridge. Can we see the HOA rules regarding fences?"* — Emily Watson

**Treble Insight:** They've opened your last email 4 times in the last hour. This property is a top contender.

**Your Play:** I've found the HOA docs in your history. Draft a quick reply with the fencing rules and ask if they're ready to see it again.

Send HOA docs to Emily Call James Watson

---

### ⚡ New Opportunities
**Marcus Reed (Zillow Lead)**
*Inquiry for 1247 Willowbrook Dr.*

**Context:** He's an unrepresented buyer, pre-approved with Wells Fargo.

**Your Play:** Give him a call now. He mentioned he's free before 10 AM today.

Call Marcus Reed Send Intro Text

---

### 📅 Today's Schedule
- **10:00 AM:** Oak Lane Listing Live
- **1:30 PM:** Watson Family Follow-up
- **4:00 PM:** Review new listings for Kirkland search

### 📊 Pipeline Health
| Client | Stage | Last Touch | Status |
|---|---|---|---|
| Watson Family | Showing | 2 hours ago | 🔥 Hot |
| Marcus Reed | Lead | 15 mins ago | ⚡ New |
| 452 Oak Lane | Pre-Listing | Yesterday | ✅ Ready |

Ready to start your day?

Send HOA docs to Emily | Call Marcus Reed | View Oak Lane Listing

Draft a follow up to the Watsons about the Cedar Ridge property. Mention the HOA fence rules I just found.

I'll draft that for you. I've included the specific fence height regulations from the Maple Valley HOA documents (Section 4.2) and suggested a second walkthrough for this Saturday, as they mentioned they wanted to see the yard in daylight.

Hi Emily and James,

I'm glad you liked the yard at 909 Cedar Ridge! I dug into the HOA documents for you.

Regarding the fence: Section 4.2 allows for solid wood or wrought iron fences up to 6 feet in the backyard, provided they match the neighborhood aesthetic. I've attached the full PDF for your records.

Since you've spent some time looking at the listing today, would you like to do a quick second walkthrough this Saturday morning? I think seeing the yard in the morning light would be really helpful.

Best,
Mark

What was the name of the inspector who found the plumbing issue on 1247 Willowbrook? I need to use them for Marcus Reed's tour.

Searching your history for mentions of 1247 Willowbrook and inspections...

I found an inspection report from last month. The inspector was **David Chen** from **Pacific Home Inspections**.

**Contact Details:**
- **Name:** David Chen
- **Company:** Pacific Home Inspections
- **Phone:** (555) 345-6789
- **Email:** [email protected]

In that report, he flagged a slow leak in the main line and suggested a scope. I've noted this as a key item for Marcus's tour tomorrow.

Would you like me to find his last invoice for the price?

View Willowbrook Inspection Report