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The 90-second tour

See the buyer, agent, and brokerage experience.

Everything below is the real product rendering a sample search, not screenshots.

1 · Talk for sixty seconds

Walk out of the showing, tap record, and say what you saw. Rough is fine. OfferReady turns it into the structured, branded recap below and holds it for your one-tap approval.

Sample data · Non-interactive demonstration · Not a live customer record

DA

Dana Alvarez

Harborline Residential · License FL SL3501234

Showing recap

1421 Granada Blvd, Coral Gables · Jun 6, 2026

Strong showing. The Riveras responded well to the renovated kitchen and natural light, stayed past the scheduled time, and asked which information the agent would verify next.

What stood out

  • Renovated kitchen
  • Natural light
  • Quiet street

Concerns

  • Backyard may be small for their dog
  • Roof age (2012)

To verify

  • Roof permit history
  • Average insurance premium with a 2012 roof

Agent review notes

  • Roof age is an information item for agent review if inspection confirms wear

Agent-selected next step

Agent review note: candidate for further review. Verify roof permits and request an insurance quote before discussing next steps with the buyers.

→ Pull roof permit history and request an insurance quote this week.

2 · Every home, side by side

Each toured home lands on one board with scores, pros, cons, red flags, and what’s still missing, so the decision conversation gets shorter, not longer.

Sample data · Non-interactive demonstration · Not a live customer record

Field1421 Granada Blvd7240 SW 53rd Ave
Price$615,000$589,000
Beds / Baths3 / 23 / 2
Sq ft1,8401,710
HOA / mo$0$0
Taxes / yr$7,400$6,900
Your score9/106/10
Buyer offer interestYes—
Pros2024 kitchen · Impact windows · Quiet street · Full impact windows2021 roof · Large lot · Bigger lot · Newer roof (2021)
ConsSmaller backyard than targetKitchen dated · Closer to US-1 noise
Red flags—Possible unpermitted patio enclosure
Missing infoRoof permit yearPatio permit status
StatusOffer candidateToured
Buyer commentsThis one feels like home.—

3 · A readiness number you can manage

Profile, financing documents, agreement status, decision criteria, candidate homes, and engagement roll into one 0–100 score with the next step always visible.

Sample data · Non-interactive demonstration · Not a live customer record

Rivera Family: Documented

  • · Confirm the buyer-provided comfort range together
  • · Document open questions for agent review

Readiness measures organization, never financing approval.

4 · Your mornings, one screen

The agent Command Center ranks every buyer’s next step across all your BuyerRooms — which rooms need attention and what’s due today — before your first coffee. This is the real screen rendering a sample book of business.

Sample data · Non-interactive demonstration · Not a live customer record

ReadinessStarted1Organized1Documented1OfferReady1Avg score 57
Risk signalsHigh0Medium1Low3Queue

Today’s queue

Follow-up queue

Active clients

Going cold

5 · For team leads and brokers

Brokerage Intelligence rolls every agent’s pipeline into aggregate operational metrics — readiness, risk, follow-up discipline, and 30-day trends. Counts only: buyer identities never appear at the brokerage level. This is the real owner dashboard rendering sample data.

Sample data · Non-interactive demonstration · Not a live customer record · Harborline Residential demo brokerage

47

Active rooms

4

High risk rooms

6

Overdue follow-ups

45%

Yes conversion

9.5

Avg days to decision

29

Active engagement

30-day trend

Active rooms

33 → 47

OfferReady rooms

4 → 9

Overdue follow-ups

8 → 6

Readiness distribution

Room readiness scores grouped into operational coaching buckets.

0-24
7
25-49
19
50-74
12
75-100
9

Risk distribution

Operational risk signals only. No legal, lending, or protected-class analytics.

Low28

60% of rooms

Medium13

28% of rooms

High4

9% of rooms

Unknown2

4% of rooms

Agent activity

Operational workload and follow-up signals. Buyer-private content is excluded.

AgentActive roomsAvg readinessHigh riskOverdue follow-upsDecisionsLast activity

Dana Alvarez

14711111Jun 6

Marcus Webb

1264129Jun 6

Priya Raman

1158117Jun 5

Leo Fuentes

1052124Jun 4

6 · One private Client Room

The buyer and agent share properties, buyer feedback, approved recaps, next steps, and documents without exposing agent-only notes or another participant’s private data.

Sample data · Non-interactive demonstration · Not a live customer record

Rivera Family · Coral Gables

Private room managed by Dana Alvarez

Documented
Properties
2 compared
Buyer feedback
Up to date
Next step
Agent review

Client links are scoped, revocable, and separate from agent authentication.

7 · Status-only Receipt Trail

Pro records delivered, viewed, and receipt-confirmed timestamps. It never signs, executes, interprets, or indicates acceptance of an agreement.

Sample data · Non-interactive demonstration · Not a live customer record

  1. Delivered to you2026-06-05 · 14:20 UTC
  2. Viewed by you2026-06-05 · 15:03 UTC
  3. Receipt confirmed2026-06-05 · 15:08 UTC

Receipt confirmed means received and viewed only. It is not a signature or agreement.

8 · Document Vault controls

Files stay private to the agent unless explicitly shared. Downloads are authorized by room and recorded in the audit trail.

Sample data · Non-interactive demonstration · Not a live customer record

  • Financing documentShared with buyer
  • Inspection notesAgent only
  • Buyer agreement copyShared with buyer

Agent-only filenames and contents are redacted from assistant and client views.

9 · Assistant / TC workspace

Assigned assistants see a redacted workspace and can stage operational work. The agent must approve it before any client-facing change is published.

Sample data · Non-interactive demonstration · Not a live customer record

Note for reviewRivera roomAgent approval required

Draft the tour follow-up after the agent confirms the buyer-visible recap.

No billing, organization administration, client contact details, or private agent notes.

10 · Showing Recap to Client Room

A public recap draft can move into an agent’s room workflow without publishing automatically. The agent reviews every field and chooses whether to share it.

Sample data · Non-interactive demonstration · Not a live customer record

  1. Step 1

    Record

    Agent describes the showing

  2. Step 2

    Draft

    Structured recap is prepared

  3. Step 3

    Review

    Agent edits and approves

  4. Step 4

    Publish

    Approved recap enters the room

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