DEMO
Meet the agents who use Broker Intelligence to grow their business — at every stage of their career.
MC
Meet Maya Chen — 8 months into the business
First-year agent · Portland · 0 closed deals · 12 leads in pipeline
The hardest part of being new isn't the work — it's not knowing what to do next. Watch how the Coach engine takes Maya from cold leads to her first close.
Broker Intelligence
✦ Briefing
▶ Pipeline
🔐 Market Alerts
🍰 AI Chat
📋 Transactions
🔗 Referrals
Maya Chen
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Pipeline
Clients & Deal Tools
🎯
Sphere Coach
Active · personalized to your stage
I'm 8 months in and I have 12 leads but no closes yet. I don't know what I'm doing wrong.
Looked at your pipeline, Maya — you're not doing anything wrong. You're under-touching the warm leads and over-prospecting the cold ones. Classic year-one pattern. Three of your 12 leads — Jennifer Bauer, Sarah Calloway, and Robert Martinez — have replied to you in the last 30 days but haven't been contacted since. Those are your closes. Want me to draft three personal follow-ups now?
Yes please.
Drafted. Each one references your last conversation with them and proposes a specific next step — a showing, a CMA, or a call. If you send all three today, our model says you close one within 45 days. Open the drafts panel →
This week's goal
Add 5 sphere contacts
Your network is the foundation. Coach will help you script the conversation.
2 of 5 added40%
Skill unlock
Handle the "I'll think about it"
Practice with the Objection Coach. 4 min.
MP
Meet Marcus Park — 7 years in, scaling past $25M/year
Top 5% producer · 32 deals YTD · The problem isn't finding clients, it's keeping up
At his volume, one missed follow-up costs $20K+ in commission. Watch the Morning Briefing surface the one thing he'd have missed today.
Broker Intelligence
✦ Briefing
▶ Pipeline
🔐 Market Alerts
🍰 AI Chat
📋 Transactions
🔗 Referrals
Marcus Park
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Morning Briefing
Your AI deal intelligence for today
32
YTD Closed
18
Total Pipeline
4
Closing this week
1
Needs attention
7
Hot Leads
priority 8+
Portland Metro Market Snapshot
ZIP: 97205 · Source: RentCast
$420,000
Median Sale Price
91 days
Avg Days on Market
$483
Price per Sq Ft
71
Active Listings
3
New Listings
⚠ Today's priority · Contingency expires in 36 hrs
Katherine Whitmore — 16465 Suntree Lane · $9.75M listing
Inspection contingency expires Thursday 5:00 PM. Buyer's agent (Rachel Park, Windermere) has been quiet for 5 days. Your last reply to Katherine was 12 days ago. The Second Brain noticed her son's name came up in your last call — Tyler just got into University of Oregon, which Katherine mentioned was a deciding factor in the sale timing. Lead with that.
Katherine Whitmore (seller, Active)
⏰ No outreach in 79 days
Jamie Caldwell (buyer, Active)
⚠ Awaiting your reply (123 days) · No outreach in 123 days
Sina Nejati (buyer, Contacted)
⏰ Follow-up due tomorrow
MP
Same agent · 5:30 PM the same day
Referral Network · Your living relationship map
Top producers don't lose deals — they lose relationships. The Referral Network keeps every partner warm without Marcus remembering to.
Broker Intelligence
✦ Briefing
▶ Pipeline
🔐 Market Alerts
🍰 AI Chat
📋 Transactions
🔗 Referrals
Marcus Park
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Referral Network
Your living relationship map
👥 Partners
🌐 Coverage Map
📅 Touch Calendar
Coverage Map
Healthy Cooling Overdue
YOU PORTLAND Jennifer Park Michael Reyes DENVER · 94 DAYS David Kim Lisa Torres Tom Sullivan Maria Vasquez
Needs a touch · sorted by decay
Michael Reyes
OVERDUE
📍 Denver · Compass
SENT: 3RECEIVED: 0NET: $48K
94 days since last touch
David Kim
COOLING
📍 Chicago · @properties
SENT: 2RECEIVED: 1NET: $22K
Tom Sullivan
COOLING
📍 Boston · Coldwell Banker
SENT: 1RECEIVED: 2NET: $34K
Jennifer Park
HEALTHY
📍 Seattle · Windermere
SENT: 4RECEIVED: 3NET: $67K
DH
Meet Diane Hartley — 22 years in, almost retired last year
Luxury specialist · $40M/year · The book is too big to manage alone — and she's tired
AI Voice handles the calls Diane can't get to. Second Brain remembers everything she's ever known about a client. Two engines that let her keep producing without burning out.
Broker Intelligence
✦ Briefing
▶ Pipeline
🔐 Market Alerts
🍰 AI Chat
📋 Transactions
🔗 Referrals
Diane Hartley
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AI Voice + Second Brain
Calls you can't take · context you never forget
🎙
AI Voice · Live Call
Inbound: Amanda Bellingham · 2:34 PM
Call in progress · 02:14 ● LIVE
Amanda Bellingham
"Hi, I was hoping to talk to Diane about the Westmoreland listing. Is she available?"
AI Voice (Diane)
"Hi Amanda, Diane is in a closing right now but I can absolutely get her your question. Are you calling about the new price reduction, or about scheduling a showing?"
Amanda Bellingham
"Both actually — wanted to know if there's any flexibility on price, and could we see it Saturday."
AI Voice (Diane)
"Saturday at 11 works. I'm sending you a calendar invite now and Diane will text you personally before then with the price details. Sound good?"
Diane will see: Showing booked · price-flexibility question flagged · context attached
🧠
Second Brain · Amanda Bellingham
Everything you've ever known
From your 2024 emails
Amanda and her husband relocated from Boston two years ago. Loves the Sellwood neighborhood.
Has been watching Westmoreland for 11 months — saw three houses with you in 2024.
Mentioned needing to be "in by August" because twins start kindergarten.
From your call transcripts
Hates "anything that needs work." Hard pass on fixers.
Pre-approved at $1.8M but said her ceiling is "really $1.65 honestly".
Coach's suggested move
Westmoreland is listed at $1.79M — seller will move to $1.65M based on DOM. This deal closes if you frame it right Saturday.
The full intelligence layer

Built by an agent.
For agents at every stage.

Nine engines working together — so your morning is clearer, your pipeline is tighter, and your career is longer.

Morning Briefing
The one thing you'd have missed today, surfaced before your first coffee.
🎯
Coach
Personalized to your stage — whether you're closing your first deal or your 500th.
Pipeline AI
CMA, Objections, Offer Analyzer, Follow-Up — every deal tool in one place.
🔗
Referral Network
Your relationships, mapped and warm — without you remembering to call.
🎙
AI Voice
Answers the calls you can't take. Books showings. Captures context. In your voice.
🧠
Second Brain
Every email, every call, every detail about every client — instantly recalled.
🔐
Market Alerts
Live news from six top sources, filtered for what affects your business.
📋
Transactions
SkySlope-synced commission tracker. Know your year at a glance.
🍰
AI Chat
Ask anything about your business. Get an answer that knows your data.
Founding membership · Limited seats

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