This early-access recipe is a task you request, not a scheduled email. Use it to decide whom to contact first and prepare messages you can review.
Before you start
Have your own iHomefinder account connected through VR and a compatible AI client. Confirm the correct account, the time period and which request types matter. Start by viewing your information without making changes.
Steps
- Ask for the on-demand digest for the period since your last review.
- Inspect unanswered requests and the most active leads. Read individual lead profiles to confirm notes, tags and property details.
- Choose a small follow-up queue and ask for a draft message per lead using only confirmed information.
- Check each message and decide which ones to use through your normal communication process.
Example request
Prepare my morning brief for the period since yesterday at 5 p.m. Show unanswered requests first, then the top leads to inspect. Link the original records, explain missing details and draft a follow-up for my review. Do not send messages or change enrollments.
Check the result
Compare at least one lead with its original profile. Check the time window, request details and property links. Make sure the brief distinguishes new requests from old activity, and that the draft has not invented a showing time, price or prior conversation.
Limits
The digest runs when asked. Scheduled digests, new-lead alerts and live CRM sync remain planned. You can view hot sheets, but this connection cannot edit them. Report enrollment can notify a lead and needs its own approval; this recipe does not enroll anyone or send a follow-up.