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Business Intelligence

No client left unanswered: the platform checks for you

MyBrokerage Business Intelligence analyses enquiries and contacts across the whole agency, finds unworked clients and sends reminders to agents and alerts to managers before the opportunity is lost.

Active check · today
Alert to the manager
3 enquiries unanswered for over 24 hours · Rome North office
09:02
Reminder to Mario Rossi
Call Francesca back (buyer): no contact for 7 days
09:05
Selling client to update
Via Dameta 31: last update to the owner 15 days ago
09:11
Appointment with no outcome
Yesterday's 17:30 viewing with no feedback logged
09:20
What it checks

A continuous check on all the agency's work

Unworked clients

Unanswered enquiries, contacts never called back, stalled deals: the platform finds them by itself.

Reminder to the agent

Whoever handles the client gets the reminder with the record already open on the contact.

Alert to the manager

If the reminder isn't enough, the alert goes to the coordinator, with a list of what has fallen behind.

Custom rules

You decide after how long an enquiry, a buyer or a seller should be considered neglected.

By agent and by office

See where unworked clients pile up and step in before it becomes a problem.

Zero forgotten clients

because the check doesn't depend on someone remembering to do it.

Automatic escalation

From reminder to alert, without anyone having to check

Every client has their own timings. When they're exceeded, the platform warns the agent first and then the manager, who can reassign the client.

Configurable timings by client type
Reminder to the agent, then alert to the manager
Reassign the client in one click
Luca's enquiry · Via Bernaschi 20
Example timings
0 h
Enquiry received
Assigned to Mario Rossi
+24 h
Reminder to the agent
No contact logged
+48 h
Alert to the manager
The client is still unanswered
+49 h
Reassigned
Taken on by Dario Casa
Unworked clients · this week
Rome North office14
City Centre office8
EUR office5
Prati office2
Example values.
The network at a glance

You know where clients are lost, before it happens

The dashboard shows unworked clients by agent, by office and by source, and how they change over time.

Unworked clients by agent and by office
Average response times
Week-by-week trend

Put your agency under control

We'll show you which clients the platform would flag today, on your agency's data.

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