The morning briefing
One read that tells you what needs attention today: unread messages, showings, buyers who fit a new listing, follow-ups due, and relationships that have gone quiet.
The briefing exists in two places at once — the Briefing page, live all day, and an email that arrives once each morning. They show the same thing.
What it contains
Sections appear only when they have something in them. An empty morning shows a short page, not a page of empty headings.
| Section | What it means |
|---|---|
| Wants your attention | Unread lead conversations and showing requests waiting on a yes or no |
| Today’s showings | Confirmed appointments, in your timezone |
| Clients to introduce | Buyers whose brief fits a listing that is new or has just changed price |
| Tasks due | Everything due today or overdue |
| Transaction dates | Milestones on your deals landing in the next week |
| Dates worth knowing | Birthdays and home anniversaries in the next week |
| Out of touch | People you have not spoken to in longer than their follow-up rhythm allows |
Acting on it
Every row carries a chip that hands the item to Elle with the context already attached — Draft a note, Brief me, Prep me. Clicking one opens the drawer with the question asked and the record attached; you do not retype anything.
Buyer matches carry a Dismiss as well. Dismissing is final for that pairing: the listing will not resurface for that buyer even if the price changes again.
The email
It sends between 7am and noon, local to your workspace, once per day. It sends only when there is substance — a morning whose only content is “these people have gone quiet” does not warrant an email, so it does not send one.
Recipients are your brand contact email if you have set one; otherwise the workspace owners.
Before it composes, the app refreshes your MLS feeds, so a listing that appeared overnight is in the 7am email with its buyer matches already worked out.
Buyer matches, and how to make them good
A match is proposed when a listing is new to your book, or its price has moved, and a buyer’s brief fits it.
The rule is deliberately forgiving on price — a listing slightly above a stated ceiling still surfaces — and it requires the listing’s city, state, or address to hit one of the markets on the brief.
To get useful matches, give your buyers two things on their dossier:
- A price band. Even a rough one.
- At least one market. A city or neighbourhood name.
Contacts filed as buyers, buyer-sellers, or sphere are considered. Sellers and past clients are not.
MLS listings drop out of matching on their own once the feed says sold, expired, or withdrawn. Manual listings keep matching until you mark them with a terminal status — a deliberately quiet off-market listing is still matchable inventory, which is usually the point.
Asking for it instead
“What’s on today?” gets Elle to read you the whole briefing — in the app, over text, or on a call. That is the same data, spoken.