Your agents have a pipeline. You shouldn’t have to ask for it.
Every boutique brokerage runs on a group text and whatever each agent remembers to enter. MLS, transaction management, QuickBooks, and the sponsor’s marketing system never sit together in one weekly view—so the owner-broker is the last one to know a listing is about to go stale.
One decision per listing: price adjust, push, or reset expectations| Listing | Agent | DOM | List → Offer | Action |
|---|---|---|---|---|
| 12 Bellona Ave | A. Haley | 9 | 98% | On pace |
| 4218 Greenway | M. Brandt | 42 | — | Price adjust |
| 300 Falls Rd #7 | J. Pietz | 18 | 96% | On pace |
| 1107 Sherwood Pl | R. Oduya | 71 | — | Reset with seller |
| 22 Stony Run | A. Haley | 5 | 102% | Multiple offers |
Three inputs. One weekly decision per listing.
Data your brokerage already touches
- MLS feed (Bright MLS, NEREN, TREND, or local board)
- Transaction management (Dotloop, SkySlope, kvCORE)
- QuickBooks or brokerage commission ledger
- Optional: marketing spend per listing, sphere CRM
A broker’s weekly board
- Every active listing scored on DOM, price drops, and showings
- Per-agent pipeline, closed GCI, and conversion
- Sellers at risk of going stale surfaced before they do
- Recruiting dashboard: who’s trending up across the market
Boutique & luxury brokerages
- Owner-brokers with 8–60 agents
- High-end residential in Baltimore, DC, Philadelphia metros
- Teams inside larger brokerages running as a business
- Principal brokers who still personally price listings
A Monday brief for the owner-broker.
AI reads listing movement, showing activity, price changes, and back-office numbers into one weekly summary you can act on before the office meeting.
- 4218 Greenway is now 42 DOM after the second price cut with no offer activity. Reset seller expectations this week.
- A. Haley is outperforming in the luxury band while paid social trails sphere referrals on net-to-house.
- Sherwood Pl is at risk of going stale; push showing-feedback follow-up within 48 hours.
Recommended action: Spend the Monday meeting on two sellers and one lead-source change, not the whole pipeline.
Want this built for your firm?
Share a read-only MLS pull and a month of closings and we’ll show you what your Monday board looks like.