Maya Chen ●Morning action plan
Call the Parkers, confirm the Oak Street showing, and send the three lender follow-ups I drafted.
7:12 AM · TodayThe agent for
your agents. Matilda.
No new interface. Every system stays current.2× more showings
9:41▮▮ ◒ ▰
‹▢Matilda ›
New lead capturedEmail · just nowAvery Morgan asked about 14 Oak Street. I added them to the CRM and drafted Jordan’s reply.
Every system, across your team, always current.
Matilda watches iMessage, email, forms, your CRM, and calendar, then turns every signal into a clear next action.
iMessage is connected
New activity is captured, routed, and turned into the next best action automatically.
Morning action planYour day,
Your day,
already in motion.
Every agent wakes up to ranked action items. Matilda stays with them throughout the day until the work gets done.
TodaySep 8
8:00 AM
Call the Parkers about Oak Street
12:00 PM
Confirm the 2:30 showing
4:00 PM
Send lender update
TuesdaySep 9
8:00 AM
Follow up with 3 open-house leads
12:00 PM
Prepare 14 Oak comps
4:00 PM
Check in with Avery
WednesdaySep 10
8:00 AM
Review new seller intake
12:00 PM
Schedule listing photos
4:00 PM
Send showing recap
ThursdaySep 11
8:00 AM
Coach Jordan on stalled lead
12:00 PM
Confirm weekend showings
4:00 PM
Clean pipeline handoffs
From the fieldMaya ChenListing agent
More action. Less chasing.
Maya ChenListing agentI started the day knowing exactly who needed me.
Three calls done before coffee. Matilda just gets our business.
DeliveredProactive from the first lead.
Matilda monitors every intake channel and steps in when a moment needs human action, before an opportunity goes cold.
Matilda
Morning. Three follow-ups will move your pipeline today.
7:42 AMMatilda
Maya hasn’t replied to the Oak Street lead. I drafted a text.
12:04 PMMatilda
Great call. I updated the CRM and scheduled the showing.
2:51 PMCoaching in the moment.
She learns your team’s playbook, spots where an agent is stuck, and gives them the words and next step to move forward.
Maya Chen ●Morning action plan
Call the Parkers, confirm the Oak Street showing, and send the three lender follow-ups I drafted.
7:12 AM · TodayMatilda
Avery’s concern is timing. Lead with the flexible closing date, then offer Saturday at 11.
12:04 PMEvery system stays current.
Messages, notes, tasks, appointments, and CRM records stay synchronized without asking agents to become data-entry clerks.
2× showings 100% follow-upMatilda
Today’s notes are in the CRM. Tomorrow’s five priority actions are ready.
6:48 PMShe keeps the whole team moving.
A lead comes in. Matilda captures it, assigns it, coaches the follow-up, and closes the loop across every system.
Today at 4:15 PM
▶ ▂▄▆▃▇▅▂▅ 0:41
I captured that. Avery wants a three-bedroom near the park under $850k.
Send them Oak Street
Drafted the message and held Saturday at 11 on your calendar.
Showing confirmed. CRM updated. I’ll remind you to send the property brief at 9 AM.
Without Matilda
New leadLast touched 3 weeks ago
Follow up
Remember who needs a call
No owner · no due dateCRM status Not updated
Missed follow-ups and agents unsure what to do next.
With Matilda
That’s the whole workflow.
Your agents act.
Matilda keeps them moving.
Give every realtor a proactive partner, a clear day, and the support to build toward 2x more showings.