Good morning, Charles 👋
Apr 11, 2026 · Here's what's happening today
You have 5 hot leads requiring action today, 1 active transaction with documents due March 15, and $216K in commission pending approval. Focus: James Whitfield consultation at 10AM, Carter Aldridge yacht showing at 11AM tomorrow.
New Leads Today
1
Contacted Today
3
Appts This Week
4
Hot Leads
8
Overdue Follow-Ups
0
Active Transactions
2
Projected GCI
$418,500
This month
Paid This Month
$91,750
Verified payouts
Pending Approval
2
$418,500 at risk
Missing Docs
4
Across active deals
AI Priorities & Alerts
Updated automatically based on your data
James Whitfield needs immediate follow-up
Hot buyer with $4M budget. Consultation tomorrow at 10AM. Prepare waterfront comps and be ready to move fast — pre-approved, NYC relocation, 60-day timeline.
Inspection deadline in 4 days — 1200 N Ocean Blvd
Inspection period closes March 15. Inspection report still pending. Confirm delivery with inspector immediately to avoid deadline risk.
Carter Aldridge — yacht consultation tomorrow
$1.5M yacht buyer visiting marina tomorrow at 11AM. Pre-screen: Azimut 68, Sunseeker 65, Ferretti 670. Prepare spec sheets.
Gregory Holloway — cash buyer, schedule showing ASAP
Cash buyer referred by Elena Vasquez. $2.8M budget, oceanfront. Cash deals close fast — schedule showings within 48 hours while inventory is available.
$216,000 commission awaiting approval
Ocean Blvd Palm Beach deal commission is pending your approval. Review deductions and recipient splits before closing.
Today's Schedule
Pipeline Snapshot
Hot Leads — Action Required
These leads need your attention first