NEXT ON YOUR CALENDAR
SAT11:00AM
1842 Lakeview Terrace
Winter Park, FL · Daniel & Sofia Martinez
Showing details and client context, together.PRODUCT VISION Fictional demo · Not currently available
ACYOUR REALTOR WORKSPACE
Your next move.
A clearer perspective.
Good morning, Alex. Here’s what’s moving forward.
CONNECTED TO WHAT’S NEXT
Active clients12Relationships in motion
Upcoming showings03One connected calendar
Scenarios to review02Context for the next decision
Keep the whole picture.
Clients, properties and decisions.
Connected in one workspace.
SHOWING / CLIENT CONTEXT
1842 Lakeview Terrace
Winter Park, FL Fictional property
ILLUSTRATIVE PROPERTYYOUR NEXT VISIT
Saturday · 11:00 AM
ClientsDaniel & Sofia Martinez
AgreementSigned ✓
Property evaluationNot yet completed
CONNECTED CLIENT CONTEXT
More than a time
on the calendar.
The financial picture stays with the client, even inside a showing.
ClientShowingFinancials
BUYER READINESS
● REVIEWPRE-APPROVAL TIMING
May need review before the projected closing window.
Pre-approval through Oct 16Projected close Nov 06
FINANCIALS / BUYER PURCHASE ANALYSIS
Explore the purchase trade-offs.
Overall scenario fit based on the client’s stated financial profile
Verified funds available: $66,000Preferred maximum monthly payment: $3,900Preference: Avoid an appraisal-gap commitment when possible
PROCITERA INSIGHTThe lowest offer creates a funding gap. A revised offer structure aligns
with the client’s available funds and preferred monthly range.
Scenario A is $1,500 above the verified available funds, despite having the lowest monthly payment.
Seller credits reduce the estimated cash required at closing, while offer price, monthly payment and appraisal exposure still need to be reviewed together.
Scenario C stays within the available-funds and monthly-payment targets without adding an appraisal-gap commitment.
Adjust the offer price, seller credit and financing terms to explore another structure.
The offer decision stays theirs.
Not just organized. Informed.
Daniel & Sofia Martinez · 1842 Lakeview Terrace Verified funds available: $66,000