Reporting & insights
Production reports, lead-source ROI, anniversaries, hot-lead lists, buyer matching, and close-probability estimates.
Production reports, lead-source ROI, anniversaries, hot-lead lists, buyer matching, and close-probability estimates.
Tools (7)#
| Tool | Type | What it does |
|---|---|---|
get_production_report | Read-only | Get a production report showing volume, units closed, and commission earned for a time period. |
get_lead_source_roi | Read-only | Get lead conversion data grouped by source. |
get_client_anniversaries | Read-only | Get clients with upcoming home purchase anniversaries for sphere marketing. |
get_hot_leads | Read-only | Get active leads sorted by status priority and recency for prospecting. |
suggest_next_action | Read-only | Get data-driven suggestions for next steps. |
match_buyers_to_listings | Read-only | Find buyer clients whose saved price range overlaps with a listing's price (within 10%). |
predict_close_probability | Read-only | Estimate close likelihood for an escrow based on simple heuristics: contingency removal status and days to closing date. |