Real Estate Agency

How it works

The mechanics of this kit, plainly — what runs and when, where the data lands, and what you look at.

• Morning diary runs monday to saturday · 7:30am and keeps the The book dashboard fresh. Every working morning — today's viewings, the feedback owed, the offers waiting, who fits what is new, and the sales that have gone quiet.
• Monday seller updates runs mondays · 9am. Mondays — a drafted update for every seller who is due one, and a check-in for every agreed sale that has gone quiet. Nothing sent.
• What is captured lands in the Listings dataset, which lives at Data/Listings in your vault — yours to open, search, and edit like any other file.
• What is captured lands in the Buyers dataset, which lives at Data/Buyers in your vault — yours to open, search, and edit like any other file.
• What is captured lands in the Viewings dataset, which lives at Data/Viewings in your vault — yours to open, search, and edit like any other file.
• What is captured lands in the Offers dataset, which lives at Data/Offers in your vault — yours to open, search, and edit like any other file.
• What is captured lands in the Sale history dataset, which lives at Data/Sale History in your vault — yours to open, search, and edit like any other file.
• What is captured lands in the CRM copy list dataset, which lives at Data/CRM Copy List in your vault — yours to open, search, and edit like any other file.
• The The book dashboard reads from the dataset and shows, at a glance: on the market · sales in progress · completed in the last 30 days · the book, stage by stage · viewings this week · feedback owed · sellers due an update · waiting on you · agreed sales — days since anything moved · offers, by where they stand · new instructions, month by month · where buyers come from · the book · sold nearby — with sources · every listing · how this board works.

The wiring, in one breath: Import writes to Listings · Import writes to Buyers · Listings & sellers writes to Listings · Buyers writes to Buyers · Viewings & feedback writes to Viewings · Offers writes to Offers · Sale history writes to Sale history · Listings & sellers writes to CRM copy list · Matching reads Buyers · Appraisal prep reads Sale history · Listings shown by The book · Viewings shown by The book · Offers shown by The book · Buyers shown by The book · Sale history shown by The book · The book kept fresh by Morning diary · Seller update reads Viewings · Market profiles given to Laurel · Laurel runs Morning diary · Laurel runs Monday seller updates.

Getting the most from it

A kit earns its place when it changes what you look at and what you say, not when it is installed. This is the rhythm that makes it pay.

• Look at the morning card and The book before the office opens. Today's viewings, the feedback owed and the offers waiting on you are the honest list of what the day needs; the diary redraws them at half past seven.
• Say it as it happens, the way you would to the person at the next desk: "booked Nadia for Mill Street on Thursday at four", "Omar offered 415, subject to his sale", "Harbour Court exchanged". Each lands on the right record, in your market's words, and Laurel asks when two rows could fit.
• After every viewing, give the feedback in a sentence, and say when the seller has heard it. That is what empties Feedback owed, and it is what keeps Sellers due an update honest.
• On Monday, open the week's drafts under Agency/Seller Updates, change what you would say differently, and send them yourself. Then tell Laurel "sent Priya's update" so the record knows it went.
• Read the stalled bar as a to-do list, not a verdict. A sale that has not moved in two weeks gets a check-in drafted on Monday; tell Laurel once who to write to (the buyer's agent, the lawyer or notary), and it will draft to them.
• Before a valuation visit, ask for appraisal prep: the sold prices nearby with their sources, what is on the market now and who on your register might want it. The figure you put to the owner stays yours; Laurel never states a value.

Make it yours

Nothing here is fixed. The pieces are ordinary agents, routines, datasets and dashboards, so anything you know about shaping those applies. Retire whatever earns nothing.

Things people usually change first

Say any of these in chat, or edit them on the kit’s page in the app.

• Which market you sell in, and the region where it matters: say it, and the words, the stage meanings, the checklists and the sold-price sources follow.
• Whether this Kit is your whole system or mirrors another one you keep. In mirror mode, changes that belong in the other system are listed for you to copy across.
• When the Morning diary and the Monday seller updates run, and whether the updates also go into your email drafts.
• Which channels the diary may read: your calendar for viewings, your email for portal enquiries. Each one is switched on by name, never assumed.
• Who conducts viewings, how seller updates are signed off, the areas you cover and your usual fee, as standing preferences.

Your first run

Installing starts a short setup conversation — not a form. Answer roughly, correct later.

1. Installing ends with "Meet Laurel". The first thing Laurel asks is where you sell, the country and the region where the rules differ within it, because that decides the words it uses, what each stage means there, the paperwork before marketing and where sold prices can be looked up. It saves your answer once, and every later conversation uses it.
2. Then it asks for an export from the system you use now. Drop a spreadsheet or a CSV of your properties, buyers, viewings or offers into the conversation and Laurel shows you how each column, and each of your system's status words, maps onto the book, and writes it in only once you agree. It also asks whether that system stays your source of truth. If it does, the Kit mirrors it from each export you give it. With no export, just say what is on the market, one listing at a time; each seller goes onto the shared client book.
3. Nothing reads your email, calendar or phone out of the box, and Laurel never asks. If you tell it that viewings live in your calendar or that portal enquiries arrive by email, you can switch that one check on by name, and the morning diary reads exactly that.
4. From the first listing on, the Morning diary runs Monday to Saturday at half past seven: it redraws the board, matches anything new, and leaves one short card with today's viewings and what is waiting on you, or nothing. The Monday seller updates run at nine and draft every seller's due update into your vault (and your email drafts, if you ask for that). Nothing is ever sent for you. Until the book has a listing, the Monday run leaves one card inviting you to start, and the diary stays quiet. If your market reports to sellers on a different cadence, Laurel offers to move the Monday run to match.

Watch the first pass, then tell it what you would have done differently — that correction teaches it more than any setup could.

The essentials

Learning, preferences and run costs work the same in every kit — so they are covered once, in the Kits guide.

Living with a Kit — the Kits guide →

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