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Every BrokerDIY workflow in one place. Tap any tool, or pin it (☆) to your Favorites in the rail.
Today command surface
A quiet, reliable home screen that surfaces what changed, what needs a decision, what BrokerDIY can do, and why the system can be trusted.
Good morning. Here is the work that can change the day.
Connect a data source in Settings to generate today's brief.
No pending decisions — connect ClickUp and n8n in Settings to populate the queue.
BrokerDIY surfaces proactive signals here — listings nearing a days-on-market threshold, leads going cold, deadlines approaching — each with its source, owner, and freshness. Connect your data sources in Settings to activate.
Ask Atlas
Propose the next client decision, show the source data, and add the action to the workflow — with audit logging and trigger tagging.
Operating graph
No items awaiting sign-off.
BrokerDIY is the governed operating layer where every workflow has source, owner, confidence, action, and audit.
| Work | Source | Owner | Status |
|---|---|---|---|
| Client follow-up | CRM activity | — | Approval |
| Document deadline | Transaction file | Assigned role | At risk |
| Automation exception | n8n route | Ops owner | Route |
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Videos open in a new tab — never autoplay embedded.
Active GPR listings from GAMLS.
| ADDRESS | BED/BATH | LIST PRICE | STATUS | DAYS ON MKT | AGENT | AI |
|---|---|---|---|---|---|---|
| Loading listings… | ||||||
Active and closed transactions from Dotloop.
| ADDRESS | CLIENT | PRICE | STATUS | CLOSE DATE | AGENT | AI |
|---|---|---|---|---|---|---|
| Loading transactions… | ||||||
Active deals by stage — click a card to expand. —
Every client relationship, scored by recency and deal momentum.
| CLIENT | HEALTH | STAGE | LAST CONTACT | OWNER | ACTIONS |
|---|---|---|---|---|---|
| Loading clients… | |||||
Pipeline shows what's moving, what's exposed, and who owns the next action.
Campaign Hub
Email & SMS Outreach
Use merge tags like {first_name} — they bind to each contact at send time. Rich editor is phase 2.
Merge tags like {first_name} bind at send time via Twilio.
Counts are illustrative until the contact feed is wired. Recipient details are never shown — only the aggregate count + merge-tag rows.
Healthy systems disappear. Exceptions become owned, timestamped, and auditable work.
Premium AI operating systems need accountability, permissions, and readable agent status.
Coordinates daily brief, routing, and cross-system actions.
Handles reception, outbound queue, and client-care scripts.
Coordinates vendor messages, feedback, and operations tasks.
Owns MLS prep, photo routing, price-drop monitoring, and copy.
Surfaces document gaps and deadline risk in plain language.
Moves SEO, ads, content, and reporting out of Today.
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Analytics & Insights
| # | Zip | Volume | Deals |
|---|
Data populated by reos-seo/config.SITES pipeline — add domain to enable
| Keyword | Pos. | Chg |
|---|---|---|
| Data refreshes weekly from REOS pipeline | ||
No AI mentions recorded yet — refreshes weekly from REOS pipeline.
Reports populate from ClickUp + REOS pipeline
GPR + satellite network — rankings, GSC performance, and AI search presence across the Web Design Factory.
| Keyword | Rank | Δ | Vol | URL |
|---|---|---|---|---|
| Rankings refresh weekly from the REOS SEO pipeline. | ||||
No AI presence data yet — tracked weekly across ChatGPT, Perplexity, Claude, and Gemini.
| Domain | Status | Last Crawl | Rank Score | Issues |
|---|---|---|---|---|
| Site network populates from reos-seo/config.SITES. | ||||
No recent posts — feeds from the gpr-blog-engine / lpe-blog-engine queue.
No scheduled posts.
Access transaction documents, upload files, and manage Dotloop paperwork — Dotloop is the system of record.
ClickUp is the system of record for all team tasks.
Connected systems & data sources
n8n Workflow Center
Theme, density, accessibility, audit policy, and admin controls belong here.
Sources show — when disconnected. Check Integrations for health details.
Saved to this browser (per user & org). Preferences only — no business data.
Virtual Office health & uptime monitoring
| Name | Role | Org | Status | Last Active | |
|---|---|---|---|---|---|
| U1 | {user_1_name} | ADMIN | — | Active | — |
| U2 | {user_2_name} | BROKER | — | Active | — |
| U3 | {user_3_name} | READ-ONLY | — | Inactive | — |
| Role | View | Edit | Approve | Export | Admin |
|---|---|---|---|---|---|
| OWNER | ✓ | ✓ | ✓ | ✓ | ✓ |
| BROKER | ✓ | ✓ | ✓ | ✓ | — |
| AGENT | ✓ | ✓ | — | — | — |
| STAFF | ✓ | — | — | — | — |
| Timestamp ⇅ | Actor ⇅ | Action ⇅ | Target ⇅ | Org ⇅ | Source ⇅ | Status ⇅ |
|---|---|---|---|---|---|---|
| — | — | Approved client outreach | Lead #— | — | Atlas AI | Logged |
| — | — | Reviewed transaction | TX #— | — | Dotloop | Logged |
| — | System | Automation triggered | n8n route | — | n8n | Auto |
| — | — | Voice command issued | Atlas TTS | — | Voice | Logged |
| — | System | CRM sync | Leads feed | — | Lofty | Auto |
Audit events are retained for 90 days per org. Export requires Admin role.
Every answer ATLAS gives can be traced to a source. Every action can be audited. Every tenant is isolated by boundary, not convention.
| TIMESTAMP | EVENT | SOURCE | OUTCOME | ACTION |
|---|---|---|---|---|
| Loading audit log… | ||||
Knowledge
Recent notes from the team Obsidian vault, synced read-only into ATLAS.
Platform
Generate a client-ready Comparative Market Analysis from subject property details and comparable sales.
We pull the subject from GAMLS, score recent sold comps, and draft a market analysis.
Net Proceeds Estimator — splits, costs, and seller take-home in real time.
Investment Property Analysis — cap rate, cash-on-cash, GRM & projected cash flow.
Enter a purchase price to see typical rental ranges for the area.
Net Proceeds Calculator — a client-ready estimate of the seller's take-home.
Seller's Estimated Net Proceeds
This is an estimate only. Actual proceeds may vary based on final closing costs, prorations, and lender payoff amounts. Please consult your closing attorney for final figures.
Instant AVM estimate — a fast range from comparable GAMLS sales.
| Date | Address | Side | Sale Price | Commission | Status |
|---|---|---|---|---|---|
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Pick your account. Atlas will scope what you see + do.
No recent logs. Agent is standing by.