Active leads↗ 12.5%
24
3 added this week
THURSDAY, JUNE 25
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Confirming your secure OPR Nexus account.
Pipeline value↗ 8.2%
$4.82M
Across 8 opportunities
Properties2 new
6
3 active · 2 pending
Tasks due0 today
11
0 overdue
Sales performance
Your closed volume over the last 6 months
Total volume$6.24M
Commission earned$187,200
↗ 18.4%
$2M$1.5M$1M$500K$0
JanFebMarAprMayJun
Today’s tasks
Keep your day moving
Pipeline overview
Track every opportunity from lead to close
Recent activity
Latest updates across your CRM
Offer accepted for 18 Willow Lane
12 minutes agoNew lead — Olivia & Sam Parker
1 hour agoShowing completed at 42 Bayberry Dr
3 hours agoNote added to Marcus Chen
Yesterday at 4:32 PMSALES WORKSPACE
Transaction pipeline
Move opportunities forward and keep every transaction visible.
Open pipeline$00 transactions
Weighted value$0
Average transaction$0
Close rate0%
TRANSACTION FILE
Compliance Sidekick
Opened from a Pipeline transaction card, with stage-specific uploads for compliance and distribution authorization.
APPROVAL INBOX
Approvals
Broker and Office Manager review center for agent Submit for Approval requests.
Submitted requests0
Pending documents0
Corrections sent0
Approved files0
Submit for Approval requests
Open a request to review every uploaded document and approve or reject each one separately.
LEAD INTAKE
Leads
Review new inquiries and their complete source messages in one place.
RELATIONSHIPS
Contacts
Manage buyers, sellers, past clients, and active relationships after lead review.
| Contact | Status | Phone 1 | Phone 1 Type | Email 1 | Email 1 Type | Lead Source | Assigned Agent | Date Added | Assigned To | Listing Price | Birthday | Follow-up History | Agent Site Visit |
|---|
CLIENT ENGAGEMENT
Interactions
See how Amelia can respond to direct requests, meaningful behavior, and relationship milestones.
Enabled interactions0
Queued follow-ups0
Website signals0
Open risks0
COMMUNICATIONS
Phone
Use OPR Nexus to place calls, log incoming calls, save recordings, and review voicemails.
Business numberNot connected
Calls logged0
Recordings0
New voicemails0
Dialer
Choose a contact or type a number to log an outgoing or incoming call.
OPR Nexus logs every call as a CRM record. Live Google Voice dialing and recorded audio sync require Google Voice/Workspace authorization and a secure backend connection. Always follow call-recording consent laws for your market.
Call recordings
Recent conversations saved in the CRM.
Voicemails
Incoming voicemail recordings and transcripts.
Phone activity
Recent Google Voice setup, calls, and voicemail updates.
SCHEDULE
Calendar
Manage showings, consultations, follow-ups, and upcoming appointments.
Today0
Upcoming0
Manual events0
Calendar
Monthly view with appointment markers.
SunMonTueWedThuFriSat
SAFE STORAGE
Archive
Move old leads and contacts out of active work. Delete forever only from here.
Total archived0
Archived leads0
Archived contacts0
Inactive team0
Archived leads
Restore to the pipeline or permanently delete.
Archived contacts
Restore to contacts or permanently delete.
Inactive team
Restore access without removing their CRM records.
!
Deletion warning: restoring brings the record back to the active CRM. Mass delete permanently removes selected archived copies. Team CRM history remains preserved.
SELLER INVENTORY
Properties
Track seller properties from preparation through a successful closing.
CLIENT WEBSITE ACCESS
Website
Track each contact’s personal website invite, email open status, consent, verification, saved homes, and activity.
Tracked clients0
Email opened0
Accepted follow-up0
Verified access0
Client-facing preview
My personal website
Preview website
Open the site exactly as clients will see it.
| Contact | Assigned agent | Website invite | Consent / verification | Website activity | Access override | Status |
|---|
Active campaigns0
Total spend$0
Tracked leads0
Avg. cost / lead$0
AMELIA ADS
Google Ads command center
Connect an advertising account to review campaign quality and opportunities.
Not connected
✓ Human approval required
✓ Housing safeguards on
✓ No automatic budget increases
Spend · 30 days$0
Clicks0
Click rate0%
Conversions0
Cost / lead$0
Live performanceCampaigns
Awaiting your decisionAmelia’s recommendations
Easy ad builder strategy
Choose the outcome and the CRM recommends a practical plan.
Lowest costMeta lead forms, local audiences, short copy, fast agent follow-up.
Best outcomeHigh-intent search, landing pages, retargeting, stronger qualification.
BalancedTest multiple channels, then move spend to the best cost-per-quality-lead.
Campaigns & results
Track spend, leads, clicks, and strategy for each campaign.
FOLLOW-THROUGH
Tasks
Stay on top of every call, showing, and deadline.
All tasks
Everything on your plate
SMART FOLLOW-UP
Automations
Follow up consistently, contact leads faster, and keep every relationship moving.
Active automations0
Leads enrolled0
Actions queued0
Completed actions0
My automations
Active workflows enroll matching leads and prepare the next follow-up automatically.
Real estate automation templates
Start with a proven workflow, then adjust every step to fit your business.
Follow-up queue
Review scheduled emails, texts, calls, and tasks before they go out.
✦
Delivery status: tasks and CRM activity run locally. Emails and text messages enter the follow-up queue until a secure email/SMS delivery service is connected.
ON POINT AI
AI Agent & Amelia
Train Amelia, supervise client conversations, and approve the next best action.
AI modeLocal assistant
AutonomySupervised
InternetOff
Drafts created0
Amelia active0
Escalations0
Amelia control center
Permissions, guardrails, and handoff rules.
A
Conversation lab
Test Amelia before sending anything.
Communication copilot
Choose a person and tell the assistant what you need.
Amelia AI chatbot
Activate Amelia on individual leads to queue friendly email and text follow-up automatically.
Amelia identifies herself as On Point Realty’s AI assistant in the first communication, then replies naturally after that.
AI drafts
Review, edit, and approve before anything enters the communication queue.
◈
Safe automation: Amelia only runs on leads where you activate her and confirm communication permission. Live email/text delivery still requires connected delivery services; API keys are never stored in this browser app.
BROKERAGE WORKSPACE
Team
View the brokerage roster, account status, and current workload.
Team members0
Active agents0
Open leads0
Pipeline value$0
On Point Realty
Brokerage roster
CONTROL CENTER
Settings
Manage lead intake, Amelia defaults, archive permissions, and CRM housekeeping.
Amelia defaultAuto-active
New contactsManual review
Archived records0
Queued actions0
Lead intake & Amelia
Choose what happens when new leads and contacts enter the CRM.
Settings activity
Recent configuration, archive, and Amelia events.
Integrations
Full Stellar index not started
GUIDED BY AMELIA
Connect your social accounts
Sign in one account at a time. Skip any network you do not use, or skip the entire setup.
Facebook
Use a Bluesky app password, not your main password. Create an app password