AI Marketing Assistant

Ideas from the agent's calendar, listings, and plan, plus a chat that builds the marketing

AI Marketing Assistant

Ideas from your calendar, listings, and plan. Ask for anything else below.

For you today

No sphere touch yet

It’s the 11th and you haven’t reached your sphere this month. November’s pop-by idea and a quick check-in text are ready.

From your marketing plan
See the ideas
Quiet on social

You haven’t posted in 6 days. Two quick posts from this month’s calendar are ready to make yours.

From your Instagram
Make it mine
Closing Friday

123 Oak Hollow closes Friday. Your just sold post and thank-you note are ready.

From your transaction system
Make it mine
Farm area

Hickory Hammock hasn’t heard from you since August. Send this month’s farm postcard?

From your marketing plan
Send a postcard
New listing

48 Ranch Rd is active, and it doesn’t have a just listed post yet.

From your transaction system
Build my listing kit
Out of office

You’re away Nov 24 to 28. Schedule this week’s posts before you go?

From your calendar
Schedule them
Training Tuesday

Getting Started with the Marketing Suite is Tuesday at 9 AM Central. It’s not on your calendar yet.

From Learn
Add to my calendar

Chat

Help me promote my open house Saturday at 48 Ranch Rd.
Here's your open house kit for Saturday, 1 to 3 PM. Everything is filled in with the listing details and your info. Want me to add the posts to your calendar?
OPEN HOUSE
Invite postPost ThursdayMake it mine
THIS SATURDAY
Story setPost SaturdayMake it mine
YOU'RE INVITED
Neighbor postcardMail by WednesdaySend a postcard
THANKS FOR COMING
Follow-up textSend SundayCopy text
Ask your marketing assistant...Send

Listings and closings, ready to market

New listings and closings appear on their own, each with its marketing kit

Market my listings

Your listings, pulled in for you. Each one shows what's done and what's next.

New listing · ActiveAdded today48 Ranch Rd
4 bed · 3 bath12 acresListed Nov 11Open house Sat, 1 to 3 PM
  • ✓Listing photos are in
  • Just listed postReady
  • Listing video on YouTubeReady
  • Neighbor postcardReady
  • Open house inviteReady
JUST LISTED
NEW ON THE MARKET
FLYER
OPEN HOUSE
Make my listing marketingSend a postcard
ClosedClosed Nov 10123 Oak Hollow Ln
Now in Share my soldsYour listing
  • Just sold postReady
  • Sold story (seller goals, what you did, the result)Ready
  • Just sold postcard to the neighborhoodReady
  • Thank-you note and review requestReady
JUST SOLD
SOLD STORY
JUST SOLD NEARBY
THANK YOU
Make my just sold marketingLog this win

Sold prices stay off everything for brokerages in states that require it.

Goals and results

Business goals next to marketing goals, with where the business came from

Goals and results

Your 2026 goals, how your marketing is going, and what's bringing in business.

This monthThis quarterThis year
Listings takenOn pace
7 of 12 this year Line shows where you’d be on pace today (week 37 of 52)
ClosingsAhead
14 of 20 this year 4 under contract now
Sales volumeA little behind
$4.9M of $9M this year About $250K behind pace. 2 pending would close the gap

My marketing goals

Posts per week
3.4 of 4
Sphere touches
1 of 2 this month
Farm postcards
2 of 3 this quarter
Listings marketed
6 of 7 fully
Marketing time blocks
5-week streak
Quarterly boost
Holiday Guide, 2 of 4

From your marketing plan. Posts come from Instagram; postcards, listings, and time blocks from the Marketing Suite.

Where this year's 21 wins came from

Sphere
9
Farm area
4
Instagram
3
Open houses
2
Referrals
3
Your sphere brought in 43% of your business. Want to add a third sphere touch next month?

Closings and volume come from your transaction system. Lead sources come from wins you log. Only you see these numbers.