Heritage Realty Group

Southlake, TX · heritagerealtytx.com · onboarded Feb 8, 2026 · day 189

Real Estate Ops Health Score

Out of 100 · "Strong"

▲ +17 since onboarding

This Month at a Glance

LEADS CAPTURED

218

▲ +47 MoM

SHOWINGS BOOKED

▲ +22

LEAD-TO-SHOWING RATE

43%

▲ +8 pts

LISTINGS ACTIVE

across the team

CLOSED DEALS

this month

REFERRALS

▲ +5

Leads captured & showings booked · last 6 months

LeadsShowings (scaled)

MarAprMayJunJulAug

What the system did for you

Live activity log

Today

•

Lead captured from a listing page at 9pmauto-qualified, agent notified instantly

Lead

•

Showing booked for a Saturday open houseconfirmed automatically, no back-and-forth

Showing

Yesterday

•

Deal closed — $415k listingcommission tracked, referral reward queued

Closed

Active listings

Address	Status	Showings
412 Oak Ridge Dr	Active	6
88 Heritage Ln	Under contract	—
+ 14 more	—	active

Monthly Report & Strategy

Lead-to-showing rate is up 8 points, after-hours leads are being captured instead of lost overnight, and 7 deals closed this month alone.

Add to Your Subscription

Leads convert well — keep past clients warm for their next move and referrals. Add Customer History Vault to track every client relationship.

Nouman Sadiq · Systems on Autopilot · nouman@noumansadiq.com · +1 (929) 939-4060
This is a live, view-only client dashboard. Updates automatically as work happens. · Demo mockup with placeholder data.