Real estate brokerage
Cobblefield Valley Realty · Real estate brokerage · Hendersonville, NC
Perpetua Engstrom is the managing broker at Cobblefield Valley Realty, a twelve-agent residential brokerage in Hendersonville, and uses this to take every buyer and seller from the first web form or yard-sign scan to a signed agreement and a booked first deal.
Real estateIntakeForms4 tables · 7 views · 3 forms · 2 dimension sets · 1 dashboard · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 row action · 1 agent
Use this templateLead board
ClientsNew lead5
Calista MoreauBuyer(828) 555-0120
Anselm WhitcombeBuyer(828) 555-0121
Priyanka RaghunathanBuyer(828) 555-0122
Ottoline BrandtBuyer(828) 555-0123
Odell PettiboneSeller(828) 555-0140
Contacted6
Leopold FerreiraBuyer(828) 555-0124
Annika SolbergBuyer(828) 555-0125
Hamid RostamiBuyer(828) 555-0126
Winnifred OduyaBuyer(828) 555-0127
Jasper Delacroix-HumeBuyer(828) 555-0128
1 moreConsultation booked5
Evangeline OyelaranBuyer(828) 555-0129
Tobias ReinholtBuyer(828) 555-0130
Zainab FaroukBuyer(828) 555-0131
Cornelius AbbottBuyer(828) 555-0132
Barnabas EddingtonSeller(828) 555-0142
Agreement signed9
Linnea HaugenBuyer(828) 555-0133
Mateo QuintanillaBuyer(828) 555-0134
Marisol Castellan-ParkBuyer(828) 555-0135
Fitzgerald NakamuraBuyer(828) 555-0136
Philomena CastellanSeller(828) 555-0143
4 moreUnder contract4
Seraphina WhitlockBuyer(828) 555-0137
Ignatius RuddSeller(828) 555-0148
Dorothea Linwood-PaceSeller(828) 555-0149
Valentina OkekeSeller(828) 555-0150
Closed5
Emeric DuboisBuyer(828) 555-0138
Cuthbert EllerySeller(828) 555-0151
Rosamund TealeSeller(828) 555-0152
Lazarus KimathiSeller(828) 555-0153
Henriette VasseurSeller(828) 555-0154
Lost1
Gideon TarrantBuyer(828) 555-0139
Tables
Clients
35 sample rows · 16 columnsEvery buyer and seller who has reached out, from first contact to a signed agreement and a deal.
| Client | Client type | Phone | Budget ceiling | Timeline | Must have | Home to sell |
|---|---|---|---|---|---|---|
| Calista Moreau | Buyer | (828) 555-0120 | $425,000 | One to three months | GarageNear schools | — |
| Odell Pettibone | Seller | (828) 555-0140 | — | One to three months | — | 412 Millstone Hollow Rd |
| Anselm Whitcombe | Buyer | (828) 555-0121 | $380,000 | Within 30 days | Single level | — |
| Priyanka Raghunathan | Buyer | (828) 555-0122 | $610,000 | One to three months | Home officeMountain view | — |
| Ottoline Brandt | Buyer | (828) 555-0123 | $295,000 | Three to six months | Fenced yard | — |
| Hamid Rostami | Buyer | (828) 555-0126 | $750,000 | Within 30 days | Mountain view | — |
| Winona Larkspur-Reyes | Seller | (828) 555-0141 | — | Three to six months | — | 73 Ember Ridge Ct |
| Leopold Ferreira | Buyer | (828) 555-0124 | $520,000 | Within 30 days | GarageHome office | — |
| Jasper Delacroix-Hume | Buyer | (828) 555-0128 | $390,000 | One to three months | Garage | — |
| Annika Solberg | Buyer | (828) 555-0125 | $340,000 | One to three months | Single levelNear schools | — |
| Winnifred Oduya | Buyer | (828) 555-0127 | $455,000 | Three to six months | Fenced yardNear schools | — |
| Tobias Reinholt | Buyer | (828) 555-0130 | $410,000 | One to three months | Fenced yard | — |
23 more rows
Listings
12 sample rows · 11 columnsThe homes sellers have signed with the brokerage, from coming soon to sold.
| Listing | Neighborhood | Seller | Listing status | List price | Bedrooms | Listed |
|---|---|---|---|---|---|---|
| 237 Harrow Pine Ave | Hawthorn Rise | Clementine Arroyo | Coming soon | $625,000 | 4 | Oct 1, 2026 |
| 64 Tallow Hill Dr | Fallow Creek | Bartholomew Nwosu | Coming soon | $389,000 | 2 | Sep 30, 2026 |
| 918 Orchard Gap Rd | Orchard Gap | Theodora Gaines | Active | $515,000 | 3 | Sep 8, 2026 |
| 29 Fallow Creek Ln | Pisgah Terrace | Philomena Castellan | Active | $329,000 | 3 | Sep 5, 2026 |
| 506 Sweetgum Bend | Millrace Landing | Everett Strand | Active | $448,000 | 4 | Sep 1, 2026 |
| 342 Larkin Spring Way | Orchard Gap | Valentina Okeke | Under contract | $695,000 | 3 | Aug 18, 2026 |
| 801 Millstone Hollow Rd | Pisgah Terrace | Ignatius Rudd | Under contract | $479,000 | 3 | Aug 14, 2026 |
| 155 Ember Ridge Ct | Millrace Landing | Dorothea Linwood-Pace | Under contract | $367,000 | 5 | Aug 6, 2026 |
| 47 Orchard Gap Rd | Pisgah Terrace | Lazarus Kimathi | Sold | $545,000 | 3 | Jul 4, 2026 |
| 88 Fallow Creek Ln | Fallow Creek | Cuthbert Ellery | Sold | $812,000 | 4 | Jun 19, 2026 |
| 610 Sweetgum Bend | Hawthorn Rise | Rosamund Teale | Sold | $298,000 | 2 | Jun 7, 2026 |
| 1203 Tallow Hill Dr | Millrace Landing | Henriette Vasseur | Sold | $436,000 | 4 | May 30, 2026 |
Showings
28 sample rows · 8 columnsEvery time a buyer walks through a listing, and how it went.
| Showing | Buyer | Home | Time | Length (minutes) | Showing status | Buyer feedback |
|---|---|---|---|---|---|---|
| Farouk at 237 Harrow Pine Ave | Zainab Farouk | 237 Harrow Pine Ave | Oct 10, 1:30 PM | 45 | Booked | — |
| Farouk at 64 Tallow Hill Dr | Zainab Farouk | 64 Tallow Hill Dr | Oct 9, 8:30 PM | 30 | Booked | — |
| Oyelaran at 918 Orchard Gap Rd | Evangeline Oyelaran | 918 Orchard Gap Rd | Oct 8, 6:00 PM | 30 | Booked | — |
| Nakamura at 237 Harrow Pine Ave | Fitzgerald Nakamura | 237 Harrow Pine Ave | Oct 7, 7:30 PM | 45 | Booked | — |
| Quintanilla at 918 Orchard Gap Rd | Mateo Quintanilla | 918 Orchard Gap Rd | Oct 7, 3:30 PM | 45 | Booked | — |
| Oduya at 64 Tallow Hill Dr | Winnifred Oduya | 64 Tallow Hill Dr | Oct 6, 8:30 PM | 30 | Booked | — |
| Haugen at 29 Fallow Creek Ln | Linnea Haugen | 29 Fallow Creek Ln | Oct 6, 2:00 PM | 30 | Booked | — |
| Castellan-Park at 237 Harrow Pine Ave | Marisol Castellan-Park | 237 Harrow Pine Ave | Oct 4, 3:30 PM | 60 | No-show | — |
| Rostami at 237 Harrow Pine Ave | Hamid Rostami | 237 Harrow Pine Ave | Oct 3, 7:30 PM | 45 | No-show | — |
| Haugen at 506 Sweetgum Bend | Linnea Haugen | 506 Sweetgum Bend | Oct 3, 3:30 PM | 45 | Completed | Interested |
| Quintanilla at 64 Tallow Hill Dr | Mateo Quintanilla | 64 Tallow Hill Dr | Oct 2, 8:30 PM | 30 | Completed | Loved it |
| Ferreira at 506 Sweetgum Bend | Leopold Ferreira | 506 Sweetgum Bend | Oct 2, 3:30 PM | 60 | Completed | Needs repairs |
16 more rows
Views
Consultations
ClientsOctober 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6Zainab Farouk
7Evangeline OyelaranBarnabas Eddington
8Tobias Reinholt
9Cornelius Abbott
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Showing calendar
ShowingsOctober 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1Castellan-Park at 918 Orchard Gap RdNakamura at 64 Tallow Hill Dr+2
2Quintanilla at 64 Tallow Hill DrFerreira at 506 Sweetgum Bend+1
3Haugen at 506 Sweetgum BendRostami at 237 Harrow Pine Ave
4Castellan-Park at 237 Harrow Pine Ave
5
6Haugen at 29 Fallow Creek LnOduya at 64 Tallow Hill Dr
7Nakamura at 237 Harrow Pine AveQuintanilla at 918 Orchard Gap Rd
8Oyelaran at 918 Orchard Gap Rd
9Farouk at 64 Tallow Hill Dr
10Farouk at 237 Harrow Pine Ave
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Forms and booking
Buyer inquiry
FormBuyer inquiryThe page on the website and the yard-sign QR code for people who want to see homes.
What name should your agent use? *
Are you buying, selling or both? *BuyerSellerBuyer and seller
Which number reaches you during the day?
What price range are you comfortable with at the top end?
How soon do you hope to move?Within 30 daysOne to three monthsThree to six monthsJust looking
What must the home have?GarageFenced yardHome officeSingle levelMountain viewNear schools
Find me homesHome valuation request
FormHome valuation requestThe seller's form that requests a free price opinion ahead of a listing visit.
What name is on the deed? *
Are you selling, buying or both? *BuyerSellerBuyer and seller
Which number should the listing agent call?
What is the address of the home?
When would you like to sell?Within 30 daysOne to three monthsThree to six monthsJust looking
Request my valuationOpen house sign-in
FormOpen house sign-inThe sign-in sheet the host fills in for each visitor at an open house.
What is the visitor's name? *
Is the visitor buying, selling or both? *BuyerSellerBuyer and seller
What is their number?
How did they hear about the open house?Website formYard sign QROpen houseAgent referralPast client
How soon are they looking to move?Within 30 daysOne to three monthsThree to six monthsJust looking
Add visitorDashboards
Leads at a glance
ClientsClients by stage
- New lead5
- Contacted6
- Consultation booked5
- Agreement signed9
- Under contract4
- Closed5
- Lost1
Budget by source
- Website form$2,935,000
- Open house$1,820,000
- Yard sign QR$1,350,000
- Agent referral$1,805,000
- Past client$2,215,000
First contacts by week
- May 17, 20261
- May 24, 20261
- Jun 7, 20261
- Jun 21, 20261
- Jul 26, 20262
- Aug 2, 20262
- Aug 23, 20263
- Aug 30, 20263
Also included
- Lead boardStage rules
- New leadsDigest
- Went elsewhereRow action
- Consultation tomorrowNotificationReminds the agent the day before a consultation.
- Welcome letterDocumentThe note a client gets once they sign an agreement to be represented.
Related templates
- Coworking spaceThistledown Corners Coworking4 tables · 6 views · 1 form · 1 dimension set · 1 portal · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentClient portals
- Senior living communitySilverbirch Hollow Senior Living3 tables · 4 views · 1 form · 1 digest · 1 notification · 2 stage rule sets · 1 agentForms
- Apartment communityHazelmere Fields Apartments3 tables · 4 views · 1 form · 1 dimension set · 1 dashboard · 1 stage rule set · 1 agentGallery
- Apartment communityAlderwood Commons Apartments3 tables · 6 views · 1 form · 1 dimension set · 1 digest · 1 notification · 1 stage rule set · 1 agentGoverned columns
- Appraisal firmKingsweir Park Appraisal4 tables · 5 views · 1 form · 2 dimension sets · 1 dashboard · 1 drill-down · 1 digest · 1 notification · 1 agentDimensions
- Appraisal firmCopperbrook Springs Appraisal4 tables · 5 views · 1 form · 3 dimension sets · 1 dashboard · 1 drill-down · 1 digest · 1 agentDimensions