Your brokerage’s daily briefing. Every night, AI Broker Insights reviews your deals, agents, leads, and local MLS data, then tells you what’s happening, who needs coaching, and what to fix first.
iInsights refresh overnight — look for “Updated 3:00 AM” at the top right of each section. What you see each morning reflects the previous day’s activity.
The top of the page gives you seven key numbers for the previous day.
Sales VolumeYour closed volume compared to last month, with a trend line.
Financing DeadlinesContracts with a financing deadline in the next 7 days.
Top AgentYour leading producer for the period.
Stale OpportunitiesTransactions sitting in the Opportunity stage for more than 30 days.
Pipeline CommissionPotential commission across every deal in your pipeline.
Projected ClosingsDeals expected to close in the next 30 days.
Conversion RateYour lead-to-deal conversion, compared with this quarter.
!Seeing a dash or “Not enough data yet”? That card needs more deal history. Keep your deals up to date in Deal Tracker and check the Data Health section below.
Agent Performance & Coaching
See where each agent is producing, and where a little coaching would go furthest.
The Efficiency Quadrant
Each agent is placed in one of four groups based on their activity (calls, emails, follow-ups) and their results (deals and commission).
Results ↑
EfficientLean activity, strong results
Getting results without much effort. Learn what’s working and share it with the team.
ModelHigh activity, strong results
Your standard to hold up for the rest of the team.
DisengagedLow activity, low results
A conversation about motivation and goals is the place to start.
Low EfficiencyHigh activity, low results
Working hard but not converting. Coach on lead follow-up and technique.
Activity →
Agents without enough activity or deal history aren’t placed in a group yet. The page shows how many agents that applies to.
Lucy Insights
Next to the quadrant, Lucy writes a short list of priorities from last night’s numbers, each with a severity tag and, where possible, a link to take action.
CRITICALNeeds attention today, such as an agent with a backlog of unclaimed leads.
WATCHWorth keeping an eye on, such as a market area where homes are selling more slowly.
Performance & Activity Tables
Below the quadrant, switch between two tables:
Performance shows each agent’s efficiency group, commission month-to-date and year-to-date, pipeline, closed deals, win rate, conversion, and cycle time.
Activity shows the work each agent is putting in.
Click any column header to sort.
Market Intelligence
See how your market areas are moving, based on last night’s MLS snapshot. You can see the top of this section in the screenshot above.
Switch between Cities and Subdivisions, search for a market area, and filter by market type (for example, Residential).
Each row shows the median list price, price per square foot (asking and closed), active inventory, new listings in the last 30 days, and median days on market.
Under each area name you’ll see a typical home there: beds, baths, square footage, and year built.
Click the star to favorite an area, or the arrow to expand it for more detail.
iMonth-over-month and year-over-year changes appear once enough daily snapshots have built up: about a month for month-over-month, and a year for year-over-year. Until then, those comparisons stay blank rather than being estimated.
Data Health
If parts of Broker Insights or Daily Glance are empty, Data Health tells you why and what would fill them in.
Configuration
Fixed by changing a setting.
Example: round-robin lead routing is turned off, so every new lead goes to one account.
Data
Fixed by filling in what’s missing.
Examples: leads with no type, contacts with no assigned agent, users with no market areas.
Each issue has a button that takes you straight to the fix (for example, Set lead type or Assign an agent). Click Dismiss to hide an issue you don’t plan to address. A summary bar at the bottom shows your overall data health at a glance.
!Untyped leads never appear in Hot Buyers or Hot Sellers, and contacts with no assigned agent don’t show up in anyone’s Daily Glance. Fixing these first gives you the biggest improvement.
RealHub Best Practice
Make it your morning briefing
Start each day with AI Broker Insights. Act on anything Lucy marks Critical, check your financing deadlines and stale opportunities, and clear one Data Health item. Each fix makes tomorrow’s insights more complete.
