> For the complete documentation index, see [llms.txt](https://thecontentforge.gitbook.io/thecontentforge-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://thecontentforge.gitbook.io/thecontentforge-docs/feature-glossary/glossary/real-estate-market-and-clients.md). # Real Estate: Market Intelligence and Client Relationships *Last updated: 2026-08-07.* Two halves of the same job. One half watches the markets you work in and tells you when something moved and what to do about it. The other half holds every person you deal with, from a first enquiry to a client you closed five years ago, with the consent record and the reasoning that makes outreach defensible. ## Market Signals The one-minute morning read. Rates at the top, then a list of things that need a decision today, each wired to the work it implies. This is the real estate workspace's own screen, unrelated to the crypto news feed of the same name on the Trends and Media Intelligence page. * **Market Signals** - A daily briefing that pairs current borrowing rates with a live list of operational alerts across your business. It is built to be scanned and acted on rather than studied, so every item comes with a suggested next step instead of just a number. * **Rate cards** - Current 30-year fixed, 15-year fixed and federal funds rates, each showing the move in percentage points since the previous reading, the date it applies to, and a short trend line. A rate move is the most common reason a quiet buyer or a past client becomes worth a call, so it sits above everything else. * **Operational alerts** - Your properties, leases, maintenance items and campaigns are checked for you, so each morning the list carries alerts such as a lease ending soon, overdue maintenance, an active listing with no campaign running, a property with no publishable photos, or key facts still missing. Each alert states why it matters, not only what changed, and repeat alerts for the same underlying item are collapsed rather than restacked. * **Rate move alert** - When the 30-year fixed makes a move worth acting on, everyone in your workspace gets one alert about it. It is a market event rather than a property problem, so it carries no property attached. * **One-click alert actions** - Every alert carries suggested actions that open the right workspace already set up for the job: draft a post or a renewal message, start outreach to a specific audience, begin a newsletter, or jump straight to that property's report, campaign, assets or facts. Dismissing an alert clears it; taking an action records the alert as actioned and hands you to the workspace that does the work. ## Market Intelligence Everything the platform can see about the areas you work in, and, just as deliberately, what it cannot see. A missing feed and a quiet market look identical on any ordinary dashboard, so this one separates them on purpose. * **Market Intelligence** - The area-level view of your markets, organised into nine tabs that answer the questions that get asked in the same ten minutes: where am I working, what has moved, what state is each market in, how much can we actually see, and are the feeds still alive. A warning banner sits above every tab whenever data quality is degraded, because every number below it is only as current as the sources behind it. * **Overview** - Headline counts for areas in scope, active market signals, areas that cannot be classified, and saved watchlists, followed by a card per area showing its market state, confidence, coverage and how many applicable measures actually have data. Each card can be reclassified or rescanned on the spot. Areas are resolved from your properties, and a property that cannot be placed gets no market data rather than being attributed to the nearest plausible place. * **Areas** - Search counties, cities and states by name and add them to your radar, which builds a coverage picture and classifies the market state for that area. Postal-code approximations are excluded by design, because a ZIP that straddles two counties is how one county's numbers quietly acquire its neighbour's listings. Several public measures are only published per county, so adding a city or a state returns a stated warning rather than a silently thinner number. * **Market state** - Each area is placed in a plain-language state such as emerging, strengthening, competitive, balanced, recovering, softening or stressed, or explicitly marked as not enough data to classify. Where the underlying data is missing, that gap is listed plainly rather than treated as a neutral reading, and evidence pointing the other way is shown next to the conclusion instead of being hidden. * **Signals** - Detected movements such as inventory rising, prices accelerating, rentals softening, permits accelerating or a regulatory change, each with the underlying evidence, a confidence read and any contradicting evidence at the same visual weight. You can acknowledge a signal, mark it useful or wrong, or dismiss it with a required reason so the same one does not return tomorrow. * **Coverage** - Separates breadth from depth for each area: how many of the applicable measures have any data at all, versus how much history sits behind them. An area with twenty measures and three months each looks well covered but supports no trend, and this tab makes that obvious. An area with no coverage snapshot yet says so and offers to build one rather than showing zeros. * **Metrics** - The dictionary behind every number the platform stores, including its unit, its reporting period, the minimum sample below which it is recorded but never reported as a value, and how stale is too stale. The same tab lets you refresh the data on demand, and metrics whose licence restricts how they may be used are pulled out into their own block with the restriction spelled out, so you know before you put a number in front of a client. * **Forecasts** - Runs a projection for a chosen area and returns a low, middle and high band with the assumptions that would make it wrong, or refuses outright and says why the data cannot support one. Today the page offers a three-month inventory projection, and every result is labelled a projection rather than a prediction. * **Watchlists** - Save named groups of areas you want to follow together, so a farm area, a referral market and a second city stay separate rather than blurring into one list. * **Data health** - Lists stale measures, failing sources and areas whose visibility is too thin to interpret, kept apart from market signals on purpose. Anything here means you lost sight of the market, not that the market went quiet. ## Local area intelligence Official city and county data about the ground a property sits on, gathered from the agencies that publish it, with the origin of every fact kept attached to it. * **Local records** - Pulls zoning, building permits, code enforcement, planning cases, recorder and tax records, and jurisdiction overlays such as flood, wildfire, school district and utility, from the official sources published by the city, county and state covering that address. Local authorities take precedence over national defaults, and one unavailable source never stops the rest. This runs on United States addresses that have been placed on the map first, and what comes back depends entirely on what that jurisdiction publishes. * **Source and confidence labelling** - Every local fact shows where it came from, whether it was read from an official data feed or extracted from a public page, how confident the match to this property is, how far away it sits, and when it was last effective, with a link to the original source. Area records are never promoted into property facts unless the address or parcel actually matches. * **Local coverage** - A per-category read of what the sources actually returned for this address, separating "the source answered" from "it matched this property". A county with ten registered sources that all return nothing scores low, which is the honest answer. * **Verification queue** - Anything ambiguous, low confidence, or not yet cleared for publication waits for a person to accept or reject it, and is kept out of reports and content until then. Nothing extracted from a web page becomes a stated fact unattended. * **Sources to check manually** - Jurisdictions that publish behind a portal, a login, a paywall or a bulk file are linked rather than scraped, so you know the source exists and can retrieve the document yourself. Where no public link has been registered, the source is still listed, with that gap stated. * **Documents on file** - Official documents found for the address and any you upload yourself sit together in one list, with the ones you supplied marked as such. It keeps a retrieved-by-hand record and an automatically found one from being mistaken for each other later. ## Opportunities Where your attention is likely to be useful today, with the reasoning shown and nothing here ever seen by a client. * **Opportunities (never shown to a client)** - An ordered list of where your attention is likely to be useful today, with the reasoning attached to every row, plus a button to recompute it. It ranks people, and the product says so in a locked banner at the top: a screenshot of this list reaching the person it ranks is the worst outcome the screen can produce. * **Evidence bands** - Items are grouped by the kind of evidence driving them, so something a person actually told you always outranks something they merely did. The band is labelled and explained, which makes the ordering arguable rather than magic. * **How this was scored** - Every row opens to show the components that produced its score, the weight given to each, and the underlying evidence. A ranking that cannot show that breakdown is not produced at all, so a bare number never reaches this screen. * **Excluded from the list** - Recomputing the list returns everyone removed for consent reasons or a do-not-contact request in a separate section with the reason stated. They are removed rather than ranked low, because a list that shows an opted-out contact near the bottom is a list that eventually gets worked. * **Rejected reason codes** - The vocabulary of reasons a row may cite is closed, and anything outside it is dropped and reported back to you by name rather than passed through. A made-up reason is exactly how a demographic proxy would get into a ranking. * **Usefulness feedback** - Mark an item useful, not useful, or record that you took no action. Your feedback keeps the suggestions honest, and a kind of suggestion that stops being useful goes away rather than lingering. ## Contacts Everyone in your business as people rather than enquiries, so the same person who attended two open houses is one record, and every channel you might reach them on carries its own permission. * **Contacts** - A searchable, paged directory of everyone connected to your business, filterable by lifecycle stage and contact type, with a detail view for each person. Search covers name, email, phone and company. Segments are built on what someone needs and does, never on who they are. * **Add someone by hand** - Create a contact with their details, type, stage and source, optionally linking them to a property and how they relate to it, and optionally marking them do-not-contact from the start. Channel consent stays unrecorded either way, so creating a record never quietly creates permission. * **Stage, representation and priority** - Each contact carries an editable lifecycle stage, a representation status, a priority, and what they are looking to do. Marking someone as represented by another agent raises a standing warning to work through that agent instead. * **Consent record** - Shows every contact channel including the ones you cannot use, with the reason stated next to each. Recording consent asks where it happened and what wording the person actually saw, and channels with stricter legal requirements are called out before you save something that will be refused later. * **Do not contact** - A single switch that requires a reason and records it with the change, and stops outreach for that person across the product, reversible when circumstances change. * **Consent history** - A dated log of every permission change on a contact, showing what it was, what it became, and on what basis. This is what you produce when someone asks why they received something. * **Properties and people** - Every property a contact is linked to and how, including a count where the same connection repeats, so a name in your list is never disconnected from the work it came from. * **Timeline** - A dated record of what has happened with this person, from enquiries and showings to messages and status changes. * **Lifetime** - A panel on each contact covering the relationship after the deal: current relationship stage and health, open suggestions, check-ins, feedback and reviews, testimonial permissions, referrals given and received, upcoming milestones, and where their value has come from. Contact preferences such as frequency, preferred channel, quiet hours and time zone live here too. ## Leads Enquiries from the moment they arrive to the moment they become a client or close out. * **Leads** - A pipeline board for buyer, seller, renter, investor and researching enquiries, from new through contacted, nurturing, appointment, application, client and closed, with a dead state for the ones that end. Leads arrive from your public property pages and open house sign-ins, or you can add one by hand, and each becomes a person in Contacts rather than a stranded enquiry. * **Interest score** - Every lead carries a score out of 100 that flags who is worth calling first, earned from what the lead has actually told you rather than assigned arbitrarily. It is never used as a screening decision about anyone. * **Follow-up cadence** - Generates a four-touch schedule across the first ten days, tuned to whether the lead is renting or buying, so a plan exists before the week gets busy. It plans the touches, it does not send them. * **Draft follow-up** - Opens the writing workspace with the lead's property and the right audience already set, so the draft knows what the property actually is. Property claims are drawn from verified facts only, and unverified ones are named as unverified rather than quietly used. * **Assignment and hand-off** - Leads can be assigned to an agent, accepted or declined against a response deadline, and transferred singly or in bulk, with every routing decision recording who was considered, who was excluded and why, and which rule fired. The day-to-day controls for this live in the team operations area. ## Past Clients The relationship after the deal. Everything here is drafted or proposed, nothing sends on its own, and nothing on the page is visible to a client. * **Past clients** - A roll of everyone you have closed with, grouped by where they are now: recently closed, homeowners, investors, landlords, plus counts of who needs attention, who is at risk and how many check-ins are due. Each row shows relationship stage, health, recorded value, reviews and referrals to date, and when the next touch is due, and the list can be searched by name or filtered by stage and health. * **Relationship health** - A per-client read of whether the relationship is healthy, needs attention, at risk or gone quiet, with the specific reasons listed rather than left as a colour. Where too little has happened to judge, it says there is not enough signal instead of guessing. * **Check-ins due** - Everything scheduled in the next two weeks, from first-week, thirty-day, ninety-day and six-month calls through annual reviews, home anniversaries, lease and property reviews, maintenance checks and referral thank-yous, with overdue items called out. Items that cannot go out are shown as blocked with the reason. * **Draft a check-in** - Writes the check-in for you from the verified facts and care history on file, and tells you how many of each it used. If there is no permission on record for that channel, or the compliance check flags something, it says so plainly instead of producing something you cannot send. * **Worth a look** - Daily suggestions such as a possible seller, a repeat buyer, a lease renewal, a vacancy risk, a due annual review or simply someone worth reconnecting with, each showing the reasons behind it. You can mark one handled, or say it is not relevant, which asks why and keeps it away for six months, so declining once actually means something. * **Coming up** - Milestones in the next six weeks, including closings, purchase and sale anniversaries, move-in dates, lease starts and ends, renewal windows, insurance and tax reviews and seasonal care. * **Where the value came from** - Totals the value a relationship has actually produced from recorded events, how much of it came through referrals, how many reviews were left, and how many referrals closed, with the basis of the figure printed underneath. Any estimate of future value is kept in its own field and never blended into the actual figure. * **Run the sweep now** - Everything above refreshes on its own, and this brings it up to date immediately when you would rather not wait. It creates milestone reminders, care tasks and suggestions, skips anyone on a paused or cancelled plan or a do-not-contact record, and reports how many candidate suggestions it dropped as unjustifiable rather than quietly downgrading them. * **Annual owner review** - Started from a property's ownership and care view, this produces a yearly report in two versions from one build: a full internal one, and a client-safe one derived from it. Value figures carry their source, date and confidence and are always called estimates, equity appears only where a stated loan balance and its source exist, and internal material such as relationship health and opportunity signals never reaches the client version. ## Reviews and Referrals Private feedback first, a public review second if it is appropriate, and explicit permission before anything is reused in marketing. Nothing on this page sends on its own. * **Reviews & referrals** - Five tabs covering the whole reputation loop, from asking a client privately how it went through to a private directory of the partners you send work to. * **Unhappy client alert** - When a client's private feedback comes back at three out of five or lower, their public review request is blocked, a follow-up task is raised for a person, and they are listed at the top of the page with what they said. A low score routes to a conversation rather than into a review funnel. * **Reviews tab** - Private feedback requests awaiting a reply, and the public review requests you have raised, each showing status, destination, how many reminders have gone out, any eligibility reasons and any override you recorded to send anyway. You can send a reminder within a capped number, or record that the client reviewed or declined. * **Testimonials tab** - Captured quotes with their permission status, the exact scope granted, and which channels are allowed, plus an approved short version where one exists. A public review is not a marketing licence, so only quotes marked granted with a channel ticked may be used, permission is requested through a link that is shown to you once and never sent for you, and revoking turns off every channel and drops the scope back to internal immediately. * **Referrals tab** - Log an introduction in a few fields, with duplicate detection against people already on file and an automatic thank-you check-in queued for whoever made it. The table tracks each referral through to closed or lost with its value, closing one requires the value it actually produced, and the credit lands on the introducer's record exactly once. Compensation is recorded as agreed, never calculated, because what may lawfully be paid depends on licensing, jurisdiction and brokerage policy. * **Partners tab** - A private operating directory of the lenders, inspectors, agents and other partners you work with, including market area, specialties, credential notes and private notes, with counts of referrals received, sent and closed value. It is a working record, not a public recommendation list, credential notes are for your own verification rather than an endorsement, and none of it leaves your workspace. * **Destinations tab** - Register the places you want reviews left, such as your business listing, a portal profile, your brokerage page or your own site. A link is all that is needed: there is no platform integration and no scraping of review accounts, and you confirm when somebody actually reviews. ## Match Center What each buyer, renter and investor told you they want, and which of your properties currently fit. * **Match Center** - Shown in the navigation as Needs & Matches. Holds what each buyer, renter and investor told you they want, and shows the properties that currently fit, with a rescan across all three profile types on demand. A match is treated as a shortlist aid, never a recommendation that a property is suitable for someone. * **Match profiles** - A record of what a person actually stated: budget range, minimum beds, baths and size, required features and preferred features, attached to a contact. Nothing is inferred in place of a missing profile, a criterion someone never mentioned is treated as a question rather than a mark against a property, and a profile can be deactivated when the search is over. Selecting a profile narrows the match list to that person. * **What does not fit, first** - Every match card leads with the negatives, then what is worth asking about, then what fits, at equal visual weight and never collapsed behind a "show more". A high-scoring match with nothing against it and nothing unknown is refused outright, because a score with no downside is a sales pitch rather than an analysis. * **Score breakdown and due diligence** - Each match shows the component scores behind its overall number, a strength band, a confidence read, and anything that must be checked before acting on it. A score without its components is refused rather than shown. * **Fair housing guard on criteria** - The criteria editor accepts facts about the property and refuses anything about the people who live near it, including protected characteristics, demographic proxies, school-quality judgements and area-safety labels. Only facts about the property itself are accepted, the check applies to every criterion you save, and a rejected term comes back with an explanation rather than being silently dropped. * **Refused candidates** - A rescan reports the candidates it declined to store and why, whether the profile was too thin to score at all or the result would have been a match with nothing against it. Refusals are shown rather than counted, so a quiet scan cannot be mistaken for a clean one. * **Dismiss with a reason** - Saving, reviewing or dismissing a match is one click, but dismissing requires a reason, so the next scan does not surface the same property again and the criteria on file get better over time. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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