Delegation & tracking
Thursday, July 16 · 14 delegated, 3 dropping, 2 waiting on your approval
Concept wireframe
◔ In-flight
6
across 5 teammates
⚠ Dropping
3
at risk of slipping
◎ Awaiting your approval
2
ready when you are
✓ Cleared today
3
done since 8 AM
| What | Owner | Deal/property | Status | Due / SLA | Last update |
|---|---|---|---|---|---|
| Dropping — at risk3needs a nudge before it slips | |||||
Offer response due |
MR Morgan coordinator |
63 Meadow Crescent Lakeside · under contract |
At risk | Today · 6:00 PM | Buyer's agent expects an answer by 6 PM; docs staged and ready · 40m ago |
Showing feedback not logged |
RC Riley co-lister (Chen) |
21 Highland Dr Westhaven · active listing |
At risk | 2 days quiet | Two showings this week, no feedback captured yet; sellers will ask Friday · 1d ago |
Seller e-signature missing |
LT Cameron admin |
61 Rideau View Terr Manotick · pre-list |
At risk | 3 days stale | Listing agreement sent Monday, no signature back; one reminder sent · 6h ago |
| Awaiting your approval2nothing sends without you | |||||
Comparative market analysis |
JL Jordan ops lead |
42 Cedar Lane Brookfield · pre-list |
Awaiting you | Sellers expect it Friday | Priced from your documents, ready to send · 25m ago |
Listing description draft |
CW Casey agent |
17 Riverstone Terr Eastwood · pre-list |
Awaiting you | Going to MLS tomorrow | Auto-drafted from intake, reads well; wants your voice check · 1h ago |
| In-flight6moving on its own | |||||
CMA prep · new listing |
JL Jordan ops lead |
9 Summit Dr Brookfield · pre-list |
On track | Due Fri | Comps pulled, drafting the narrative · 3h ago |
Photography & floor plan booking |
JL Jordan ops lead |
76 Valley Dr Lakeside · pre-list |
On track | Scheduled Thu 10 AM | Photographer confirmed, floor plan vendor pending reply · 5h ago |
Conditional waiver tracking |
MR Morgan coordinator |
233 Chapman Mills Dr Lakeside · under contract |
On track | Financing condition due Mon | Buyer's lender confirmed approval is on track · 2h ago |
Co-listed showings booked |
RC Riley co-lister (Chen) |
9 Findlay Creek Dr Findlay Creek · active listing |
On track | 4 this week | Two booked for Saturday, feedback loop set up this time · 2h ago |
New-lead intake calls |
CW Casey agent |
6 leads Open-house follow-up |
On track | Calls due tomorrow | 3 of 6 reached, two booked for a buyer consult · 30m ago |
Inbox triage & routing |
LT Cameron admin |
Team-wide All active files |
On track | Ongoing, daily | 38 sorted today, 4 routed to you for a look · 15m ago |
| Cleared today3done — for visibility only | |||||
Firm offer paperwork filed |
MR Morgan coordinator |
8 Mahogany Harbour Manotick · under contract |
✓ Cleared | Was due today | Filed with the brokerage, buyer's agent confirmed · 11:20 AM |
Seller intake package sent |
LT Cameron admin |
102 Forest Rd Nepean · new lead |
✓ Cleared | Was due today | Package sent, welcome call booked for Monday · 9:40 AM |
Open house signage & MLS live |
CW Casey agent |
48 Birch Ave Westhaven · active listing |
✓ Cleared | Was due today | Live on MLS, signage placed ahead of Saturday's open house · 8:15 AM |
Forgify concept wireframe · Northstar Demo · desktop delegation view · anonymized illustrative data