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Portfolio

Monday, 13 April 2026 · snapshot of 16:10
12buyers · 2 owners
9listings · 4 launches, 5 resale
$2.9Min 4 open proposals · 1 countered, 1 accepted
2visits today · 1 done
no targetApril target not set in the CRM
Mockup state

People

14 14 of 14 shown
Stage
District
Days since contact
Source
PersonStageLooking for, listingBudget, recordedLast contactNext stepAssistant proposes
Helena MarquesPortal A · since 2 Marvisit2 bed, launch, delivery 2027Northgate Towers, unit 1204 · $620,000$650,00010 Aprvisit, unit 1204 · 3 d agonone set
Assistant proposes

Send the financing simulation for unit 1204 and propose a proposal meeting

"Asked about the financing simulation for the 2027 delivery" visit of 6 April, 10:00 [1]

Writes: Task: Email, due 14 April: financing simulation, unit 1204, 2027 delivery; Note on the buyer: Asked about financing on both visits; no simulation on record

Open
Rafael DuartePortal B · since 18 Febproposal3 bed, launchNorthgate Towers, unit 807 · $790,000$800,00011 Aprproposal sent, unit 807 · 2 d agoDeveloper answers by 15 April15 AprNext step set: Developer answers by 15 April
Sofia LindReferral · since 20 Marvisitgarden unit or penthouse, delivery 2028Linden Park Residences, garden unit 2 · $455,000no data7 Aprvisit, penthouse A · 6 d agonone set
Assistant proposes

Ask Sofia for her budget and send the payment plan of garden unit 2

"Said the penthouse is above budget; did not say the budget" visit of 7 April, 11:00 [1]

Writes: Task: Call, due 14 April: budget and payment plan

Open
Tomas WeberPortal A · since 25 JanreservationpenthouseLinden Park Residences, penthouse A · $1,250,000$1,300,00012 Aprcall, signing date · 1 d agoReservation contract signing16 AprNext step set: Reservation contract signing
Priya NairPortal B · since 28 Marvisitloft, 2 bedOld Harbor Lofts, loft 3 · $410,000$420,0009 Aprvisit, loft 3 · 4 d agoSend condo fees and reserve fund statement9 Apr
Assistant proposes

Send Priya the condo fees and the reserve fund statement for loft 3, then propose a second visit

"Asked for the condo fees and the building's reserve fund statement" visit of 9 April, 14:00 [1]

Writes: Task: Email, overdue since 9 April: condo fees and reserve fund statement

Open
Lucas FerreiraPortal A · since 12 Aprlead3 bed, resaleRiverside 48, apt 5B · $540,000$550,00012 Aprportal message · 1 d agoFirst call13 AprNext step set: First call
Ingrid OlsenReferral · since 2 Febproposal3 bed, resale, quiet streetRiverside 48, apt 5B · $540,000$560,00012 Aprvisit, apt 5B · 1 d agonone set
Assistant proposes

Call Ingrid with the owner's counter at $525,000; the counter has waited 8 days

"Countered by the owner at $525,000 on 5 April" proposal P-3, CRM [2]

Writes: Task: Call, due 13 April: the counter and the Sunday visit

Open
Mateo RossiPortal B · since 15 Marvisit1 bed, resaleMill District Flats, unit 302 · $265,000$300,00017 d without contactvisit, unit 302none set
Assistant proposes

Mateo: 17 days without contact after one visit; ask whether the 1-bed search continues, or close the lead

"Would like a balcony; unit 302 has none" visit of 27 March, 11:30 [1]

Writes: Task: WhatsApp, due 14 April: continue or close

Open
Yara HaddadPortal A · since 10 Decsigned2 bed, launch$640,0008 Aprsigning, unit 1502 · 5 d agoDeliver the signed copies to the developer14 AprNext step set: Deliver the signed copies to the developer
Noah BrandtPortal B · since 1 Aprvisithouse, 4 bedWestfield Heights, house 14 · $980,000$1,000,00011 Aprvisit, house 14 · 2 d agoSecond visit13 AprNext step set: Second visit
Camila ReyesPortal A · since 5 Marproposalgarden unitLinden Park Residences, garden unit 2 · $455,000$470,00013 Aprvisit, garden unit 2, with her parents · 0 d agoDeveloper answers by 14 April14 AprNext step set: Developer answers by 14 April
Oliver GrantPortal B · since 13 Aprlead2 bed, resaleRiverside 48, apt 2A · no datano data13 Aprportal message, 07:15 · 0 d agoReply on the portal13 AprNext step set: Reply on the portal
Beatriz Nunesowner, selling apt 5Bownerselling apt 5BRiverside 48, apt 5B · $540,000owner6 Aprcall, the counter · 7 d agoAnswer the counter question12 Aprnothing to propose
Samuel Okaforowner, selling house 14 and apt 2Aownerselling house 14 and apt 2AWestfield Heights, house 14 · $980,000owner30 Maremail, listing of apt 2A · 14 d agoPrice review meetingno date
Assistant proposes

Propose a price review for house 14: 140 days on market, 2 visits, 3 comparable sales below the asking price

"140 days on market, 2 visits, no proposal" listings file, 13 April [4]

Writes: Task: Meeting, no date: price review with comparables

Open
Order: without contact first, then by last contact. Budget and next step as recorded in the CRM; "no data" means the field is empty.

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answers only from the snapshot of 13 Apr, with the source of each fact

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