ChaseLead engine

Turn every appraisal into your next listing opportunity.

Chase helps lead agents prepare for appointments, keep seller opportunities warm, assign follow-ups to cadets, and turn daily activity into more listings.

Built for agents whose day starts with appointments, appraisals, and seller follow-up.

Today

Monday, May 4 · Australia/Perth

2 prep items
Seller focus

Primary focus

Sarah Mitchell

Confirm price range after yesterday's appraisal.

Seller
Overdue

Property

14 Garden Street

Next move

Call before 11:00 AM

Appointment prep

9:30

Appraisal walkthrough

Vendor wants a decision path before Friday.

2:15

Listing presentation

Bring comparable sales and last note.

Seller follow-up queue

1

Confirm listing decision

2

Book price review

3

Send appraisal range

Daily workflow

From lead to listing, every step has a next move.

Chase identifies what matters, surfaces the right product view, and keeps each seller moving through a simple workflow.

  1. 01Today

    Start with the work that matters

    Open Today to see the morning brief, overdue and due work, the next appointment, cadet handoffs, and warm sellers missing a next action.

    Start with the highest leverage work

  2. 02Agenda

    Run the day from the agenda

    Use the agenda to see Chase appointments, scheduled follow-ups, calendar blocks, and selected item context without bouncing between pages.

    Open the right item before the next meeting

  3. 03Prepared

    Walk into every appointment prepared

    Chase brings seller context, property details, appraisal history, recent notes, and suggested prep into the appointment before the agent walks in.

    Review the seller and property brief

  4. 04Saved

    Turn outcomes into next moves

    Log the result while the context is fresh, capture notes, and schedule the follow-up that keeps the opportunity alive.

    Schedule the next move

  5. 05Covered

    Keep the pipeline covered

    Spot warm sellers with no next action, review cadet handoffs, and keep owners accountable for every listing opportunity.

    Close the coverage gaps

Start the day knowing who actually needs attention.

The Today page turns appointments, follow-ups, prep work, and cadet activity into one command centre. It is built for agents who run their day from the calendar, but make money from the follow-through.

Upcoming appointments and appraisals
Priority seller follow-ups
Assigned follow-ups and cadet activity
Overdue opportunities before they go cold
Prep needed before the next appointment

No appointments today? Chase surfaces overdue seller follow-ups and warm leads instead.

Open time recovered

Use the quiet morning to recover seller leads most likely to become listings.

Overdue

Call vendor after appraisal

Sarah Mitchell

Warm

Check if buyer match changes seller timing

Dev Patel

Prep

Review notes before 2:15 listing presentation

Anna Lee

Most CRMs store the appraisal. Chase keeps the next move visible.

An appraisal should create momentum. Chase treats every appointment outcome as the start of the next seller follow-up path, so listing opportunities stay warm after the agent leaves the kitchen table.

Seller opportunity path

Appraisal to follow-up to listing conversation

1

Before the appraisal

Know the seller context

See the property, lead temperature, previous calls, and likely motivation before the appointment starts.

2

After the appraisal

Do not let the opportunity cool

Turn the outcome into a visible follow-up path, not a note buried in the timeline.

3

Before the listing decision

Keep the next move obvious

Chase keeps the decision call, price-range check, or nurture step in the daily queue.

Cadet chase work

Assigned follow-ups with lead-agent visibility

Call warm seller list

3 due before lunch

Mia

Confirm appraisal notes

2 ready for review

Josh

Buyer match checks

1 seller opportunity flagged

Ava

Assign the chase work without losing visibility.

Lead agents stay focused on appointments, listing conversations, and seller opportunities. Cadets can handle calls and assigned follow-ups, while Chase keeps the pipeline visible to the person responsible for winning the listing.

Lead-agent control

The senior agent keeps ownership of the seller opportunity and sees what is moving.

Cadet execution

Junior team members can work calls and follow-ups without turning Chase into a generic task manager.

A quieter, sharper way to run the work that creates listings.

No fake dashboards, no vanity metrics, and no claims Chase cannot prove. Just the operational outcomes that matter when agents are chasing listings every day.

Fewer missed follow-ups

Overdue seller work is surfaced in the day plan instead of sitting in a forgotten list.

Better appraisal preparation

Lead agents walk into appointments with warmer context and a sharper next step.

Clearer daily priorities

The day starts with the work most likely to create listings, not a broad dashboard of noise.

More consistent team execution

Cadets can work the chase list while the lead agent keeps control of the opportunity path.

Stop treating seller opportunities like rows in a spreadsheet.

Run tomorrow's follow-ups before they become next month's missed listing.