Real Estate Brokerage
Harborstone Realty · Real estate brokerage · San Diego, CA
Bertrand Quimby coordinates transactions at a small brokerage and uses this to see today's lead follow-ups, which listings are active, and which closing milestones are due this week on every deal under contract.
Use this templateBy status
LeadsPercival Annandale
Rosalind Okafor-Brandt
Marisol Quinteros
Ignatius Pemberton
Thaddeus and Imelda Voss
Cassius and Nora Whitlock
Delphine Achterberg
Oluwaseun Adeyemi
Henrietta Lindqvist
Bartholomew Nkemelu
Tables
Leads
10 sample rows · 11 columnsBuyers and sellers from first contact to under contract.
| Lead | Looking to | Stage | Phone | Source | Agent | |
|---|---|---|---|---|---|---|
| Percival Annandale | New lead | (619) 555-0131 | percival.a@mailbox-demo.net | Aiyana Redcloud | ||
| Rosalind Okafor-Brandt | New lead | (619) 555-0132 | rosalind.ob@mailbox-demo.net | Desmond Hargrove-Lee | ||
| Thaddeus and Imelda Voss | Active search | (619) 555-0133 | vosses@mailbox-demo.net | Aiyana Redcloud | ||
| Marisol Quinteros | Nurturing | (619) 555-0134 | marisol.q@mailbox-demo.net | Desmond Hargrove-Lee | ||
| Ignatius Pemberton | Nurturing | (619) 555-0135 | ignatius.p@mailbox-demo.net | Valentina Okoro | ||
| Delphine Achterberg | Under contract | (619) 555-0136 | delphine.a@mailbox-demo.net | Aiyana Redcloud | ||
| Cassius and Nora Whitlock | Active search | (619) 555-0137 | whitlocks@mailbox-demo.net | Aiyana Redcloud | ||
| Oluwaseun Adeyemi | Under contract | (619) 555-0138 | seun.a@mailbox-demo.net | Desmond Hargrove-Lee | ||
| Henrietta Lindqvist | Closed | (619) 555-0139 | henrietta.l@mailbox-demo.net | Aiyana Redcloud | ||
| Bartholomew Nkemelu | Lost | (619) 555-0140 | bart.n@mailbox-demo.net | Aiyana Redcloud |
Listings
7 sample rows · 11 columnsProperties on the market and their status, price and agent.
| Listing | Street address | Status | List price | Listed | Listing agent | Bedrooms |
|---|---|---|---|---|---|---|
| Craftsman bungalow near the park | 418 Tamarind Way | Active | $649,000 | Oct 6, 2026 | Desmond Hargrove-Lee | 3 |
| Mid-century ranch with pool | 91 Ridgeback Lane | Under contract | $875,000 | Sep 18, 2026 | Desmond Hargrove-Lee | 4 |
| Downtown loft with skyline view | 200 Corbel Street | Active | $512,000 | Oct 13, 2026 | Desmond Hargrove-Lee | 2 |
| Family home on a cul-de-sac | 27 Foxglove Court | Coming soon | $739,000 | Oct 24, 2026 | Valentina Okoro | 4 |
| Starter condo by the marina | 15 Larkin Avenue | Sold | $385,000 | Aug 4, 2026 | Desmond Hargrove-Lee | 1 |
| Hillside cottage with garden | 603 Tamarind Way | Withdrawn | $560,000 | Aug 29, 2026 | Valentina Okoro | 2 |
| Updated townhome with garage | 74 Corbel Street | Under contract | $468,000 | Sep 22, 2026 | Desmond Hargrove-Lee | 3 |
Transactions
6 sample rows · 15 columnsEach accepted offer through inspection, financing and closing.
| Transaction | Listing | Client | Side | Stage | Commission rate (%) | Accepted |
|---|---|---|---|---|---|---|
| Ridgeback Lane sale | Mid-century ranch with pool | Oluwaseun Adeyemi | Financing | 2.5 | Oct 4, 2026 | |
| Corbel Street townhome sale | Updated townhome with garage | Delphine Achterberg | Inspection | 2.5 | Oct 12, 2026 | |
| Marina condo sale | Starter condo by the marina | Henrietta Lindqvist | Closed | 2.5 | Aug 9, 2026 | |
| Tamarind Way purchase | Craftsman bungalow near the park | Thaddeus and Imelda Voss | Appraisal | 2.5 | Oct 8, 2026 | |
| Foxglove Court purchase | Family home on a cul-de-sac | Cassius and Nora Whitlock | Offer accepted | 2.5 | Oct 17, 2026 | |
| Hillside cottage purchase | Hillside cottage with garden | Bartholomew Nkemelu | Fell through | 2.5 | Sep 3, 2026 |
Milestones
10 sample rows · 6 columnsDated steps on each transaction: inspection, appraisal, financing and more.
| Milestone | Transaction | Due | Status | Owner | Mark done |
|---|---|---|---|---|---|
| Loan commitment - Ridgeback Lane | Ridgeback Lane sale | Oct 27, 2026 | Open | @installer | — |
| Final walkthrough - Ridgeback Lane | Ridgeback Lane sale | Nov 1, 2026 | Open | — | — |
| Inspection report review - Corbel Street | Corbel Street townhome sale | Oct 19, 2026 | Open | @installer | — |
| Repair request response - Corbel Street | Corbel Street townhome sale | Oct 16, 2026 | Open | @installer | — |
| Appraisal visit - Tamarind Way | Tamarind Way purchase | Oct 21, 2026 | Open | — | — |
| Earnest money - Foxglove Court | Foxglove Court purchase | Oct 18, 2026 | Open | @installer | — |
| Title commitment - Foxglove Court | Foxglove Court purchase | Oct 30, 2026 | Open | — | — |
| Lender approval - Tamarind Way | Tamarind Way purchase | Oct 16, 2026 | Open | @installer | — |
| Closing statement review - Marina condo | Marina condo sale | Sep 6, 2026 | Done | — | — |
| Inspection - Tamarind Way | Tamarind Way purchase | Oct 14, 2026 | Done | — | — |
Also included
- Start search
- Mark lost
- Go active
- Mark sold
- Mark closed
- Fell through
- Mark done
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