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Portfolio readdone today at 07:40

Good afternoon, Marina

From your agenda

12visits this week · 9 last week
2proposals sent
1reservation accepted
1signed · $615k
no targetApril target not set in the CRM

Today

4calendar and visit log [1]
  • 10:00visitCamila Reyes doneLinden Park Residences, garden unit 2 · with her parents
  • 14:30callBeatriz Nunes doneRiverside 48, apt 5B · the counter
  • 17:30callDeveloper call laterLinden Park Residences, garden unit 2 · developer, proposal P-5

Priorities

5proposed by the assistant at 07:40; nothing is written until you approve
  1. Urgentact today
    Ingrid OlsenRiverside 48, apt 5B
    The owner's counter at $525,000 has waited 8 days; Ingrid came back on Sunday to check the noiseproposal P-3, CRM [2]
    Open
  2. Importantact this week
    Helena MarquesNorthgate Towers, unit 1204
    Two visits, asked about financing twice, no proposal; send the simulationvisit of 6 April, 10:00 [1]
    Open
  3. Importantact this week
    Priya NairOld Harbor Lofts, loft 3
    Condo fees requested on 9 April, not sent; the second visit waits on themvisit of 9 April, 14:00 [1]
    Open
  4. Keep warmthis month
    Mateo RossiMill District Flats, unit 302
    17 days without contact after one visit; continue or closevisit of 27 March, 11:30 [1]
    Open
  5. Build the futurewhen the owner answers
    Samuel OkaforWestfield Heights, house 14
    Price review for house 14: 140 days, 2 visits, comparables below the asking pricelistings file, 13 April [4]
    Open
Level: Urgent today, Important this week, Keep warm this month, Build the future when the other side answers. The level comes from the days without contact and the stage, both in the CRM [2].

Tasks

72 overdue · 3 for today
  1. today
    CallFirst call with Lucas Ferreira, new lead from Portal A
    Riverside 48, apt 5B · portal lead, 12 April 19:40
  2. today
    WhatsAppReply to Oliver Grant on Portal B about apt 2A
    Riverside 48, apt 2A · portal lead, 13 April 07:15
  3. overdue 4 d
    EmailCondo fees and reserve fund statement for loft 3 to Priya Nair
    Old Harbor Lofts, loft 3 · visit of 9 April
  4. due 15 Apr
    DocumentCollect Tomas Weber's reservation documents
    Linden Park Residences, penthouse A · proposal P-2
  5. overdue 1 d
    CallBeatriz Nunes: does the counter at $525,000 stand?
    Riverside 48, apt 5B · proposal P-3
  6. due 14 Apr
    EmailAsk the developer for an answer on Rafael Duarte's proposal
    Northgate Towers, unit 807 · proposal P-1
  7. today
    VisitConfirm the second visit with Noah Brandt, house 14, 16:30
    Westfield Heights, house 14 · agenda

Forecast, April 2026

CRM [2] · values are the proposal amounts, not estimates
6visiting · no value yet
3proposal out · $1.7M
1reservation · $1.2M
1signed · $615k