Active Transactions
128
8% vs. last month
New Clients This Month
24
12% growth
Tasks Due Today
9
3 already overdue
Visit → Offer Rate
38%
4% improvement
Active Pipelines
Breakdown of files by process type
Buy - House
34 files
Sell - Condo
21 files
Rent Out - Plex
17 files
Tenant - House
12 files
Mortgage Only
9 files
Upcoming Deadlines
Grouped by responsible agent & stage
File #701 — submit mortgage documents
Ali Rezaei · Offer Accepted - Mortgage
File #694 — renew Centris listing
Ms. Sadeghi · Listing Prepare
File #688 — follow up on second visit
Behrouz Taheri · Visit
File #679 — sign contract at Notary
The Ahmadi Family · Offer Accepted - Notary
Recent Activity
Latest events across files
SK
Sara Karimi moved the stage to Offer Accepted - Notary on File #701
12 minutes ago
RM
Reza Moradi created a new task on File #694
45 minutes ago
NY
Negin Yousefi uploaded the mortgage pre-approval document on File #688
1 hour ago
SK
Sara Karimi added a new Client to the group on File #679
3 hours ago
VIP Club Reminders
Birthdays & mortgage renewals
Mr. Hosseini's birthday
VIP client · in 5 days
Mortgage renewal — Sadeghi family
Fixed-rate term ends · in 20 days