You're looking at a live demo with fictional clients. This is what your Monday morning looks like as an AfterClose agent: review the week's touches, approve or skip, done in 20 minutes.
This Week's Queue (6)
Clients
Results
Connections
Week of June 8
6 touches proposed · every one references something real about the client
Market UpdateTo: Linda Tran · 88 Birchwood Ln
Why now: AI found a Riverside market story that fits her move-up timeline, then drafted it in your voice with the source linked.
Riverside made the news this week (good news for you)
Hi Linda,
Saw a piece in the Business Journal this morning: Riverside was named one of the metro's five fastest-appreciating neighborhoods this year, with family-sized homes leading the gains. Your block is right in the middle of that map.
Two ways to read it: your place at Birchwood is gaining value while you sleep, and when you're ready for that fourth bedroom, selling into this kind of demand is the good end of the trade.
Article's here if you want the details: [link]. And no rush on any of it, that's the point of being early.
Jordan
Home AnniversaryTo: Sarah Bennett · 742 Maplewood Dr
Why now: 3 years in the house on June 15. Kitchen reno adds value story.
Three years at Maplewood Drive!
Hi Sarah,
Hard to believe, but it's been three years this month since you and Mike got the keys to 742 Maplewood. I still remember Ella deciding which bedroom was hers before we'd even finished the walkthrough.
Homes on your stretch of Maplewood have been moving fast this spring, and with the kitchen you two redid, I'd put your place comfortably north of what you paid. If you ever want a real number instead of a guess, say the word.
Hope the backyard is surviving Biscuit. Happy house anniversary to you all!
Jordan
Listing MatchTo: James Okafor · Harbor Point #804
Why now: duplex under $400K just listed; matches his stated investment criteria.
That duplex you described just hit the market
James,
You told me the target: under $400K, cash-flow first. A duplex near the Riverside line listed yesterday at $389K with the upper unit already tenant-occupied. Numbers look close to what you sketched on our last call.
These have been getting attention within the week. Want the full sheet before the weekend?
Jordan
Life EventTo: Linda Tran · 88 Birchwood Ln
Why now: baby #2 arrived in April; gentle space-crunch seed, zero pressure.
How are the four of you fitting at Birchwood?
Hi Linda,
I've been thinking about you all since Mia arrived. Congratulations again, and I hope Dan is getting at least a little sleep.
No agenda here, just a thought from experience: the squeeze usually shows up around month six, when the baby gear takes over the living room. Whenever you're ready to think about that fourth bedroom, even a year out, I'm happy to walk you through what a move-up could look like.
For now, enjoy that little girl.
Jordan
Equity ReviewTo: Robert Klein · 5 Sycamore Ct
Why now: ~$240K equity gain since 2016; twins left for college; downsize window opening.
Sycamore Court: your equity picture, ten years in
Robert,
I ran some numbers this week and yours jumped out. Based on recent Oakhurst sales, 5 Sycamore Ct is conservatively worth around $850K against the $610K you and Diane paid in 2016.
No pitch, just information I'd want if I were you, especially with the twins off at school. If it would help, I can put together a one-pager on what that equity could do: a low-maintenance place in town plus something on the lake is more doable than most people think.
Give my best to Diane.
Jordan
Post-Close Check-InTo: Priya Shah · 210 Cottage Row
Why now: 30 days after closing; homestead exemption deadline approaching.
One month at Cottage Row. How's it feeling?
Hi Priya,
It's been a month since closing day: how's the craftsman treating you and Dev? Have the cats claimed their windows yet?
Two quick things that help every first-time buyer about now: the homestead exemption is a 10-minute filing that saves real money (I'll send the link), and my contractor list is yours whenever anything needs attention.
Nothing to sell you, ever. Just don't plan the wedding without telling me where to send the gift.
Jordan
Client profiles (5 of 212 shown)
Client
Home
Closed
Warmth
Next move
What we know
Sarah Bennett
742 Maplewood Dr, Westfield
Jun 2023
Warm
Bigger yard, ~$650K, 5+ yrs
Mike; Ella (7), Jack (4); dog Biscuit; kitchen reno '24
James Okafor
Harbor Point #804, Downtown
Sep 2024
Hot
Investment property <$400K
Cash-flow focused; marathoner; referral from Chens
Linda Tran
88 Birchwood Ln, Riverside
Apr 2022
Warm
4BR move-up, 12-18 months
Dan; baby Mia born April; finished basement
Robert Klein
5 Sycamore Ct, Oakhurst
Aug 2016
Warm
Downsize + lake place, 1-3 yrs
Diane; twins at college; ~$240K equity gain
Priya Shah
210 Cottage Row, Riverside
May 2026
Hot
Nurture from day one
Fiance Dev; wedding next spring; two cats
Your results (demo data, 6 months in)
212clients on autopilot
318touches sent
24%reply rate (drips get 2-3%)
3deals traced to the program
What three deals means: at a typical commission, that's roughly $25,000-$35,000 in GCI from people who already knew and trusted this agent, generated by about 20 minutes of approvals a week. The database was always worth this. It just needed working.
Connections
AfterClose plugs into the tools you already use. Connect once during onboarding; we handle the rest.
Gmail / Google Workspace One-click send: approved drafts go out from your own inbox, and replies land in your normal inbox
Connected
Outlook / Microsoft 365 The same one-click send for Microsoft shops
Coming soon
Client import (CSV, photos, texts, screenshots) Bring your past clients in once: upload a spreadsheet, snap a photo, or paste a list and AI builds clean, de-duplicated profiles
Imported · 212 clients
Live market & web research Market news, home-value tips, and listing matches drawn from live web data and tailored to each client
Active
Scheduling (Calendly, Acuity, any link) Add your booking link and drafts can offer a one-tap "grab a time" when the moment fits
Text messaging (SMS) A second channel for birthdays and quick check-ins
Coming soon
During the founding pilot, our team sets every connection up for you on the onboarding call.
Want this running on YOUR past-client list? Founding pilot: 25 top producers. We do the work, you approve everything.