The Account

Use View as to choose whose day you are planning. Principals may open any advisor’s book; each buyer sees only their own saved homes.

The homes saved to this book. Change the advisor or buyer above and the list follows. The full book lives on The Property Book.

The people you would put in front of a client — inspectors, architects, lenders, and the rest. Private to you; a buyer never sees this list. Introductions are made in person.

Your closed buyers, and where each family was living when they first called. Thicker arcs mean more households. Touch an arc to read the years.

Drawn from your own closed files — the contract, who referred them, and the prior address. Useful when a new buyer asks who else has made the same move.