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Sample receipt

Every appointment leaves a complete record.

Recordings, transcripts, SMS history, qualification notes, agent feedback — everything we did to get the appointment is logged and visible to your brokerage, in real time.

Diego Alvarez
Lead · Riverside Realty Group
QualifiedAttended
Appointment
Tue, May 14 · 2:00 PM
In-person · Phoenix, AZ
Agent
Sarah Chen
Listing specialist
Lead source
Aged CRM · 312 days dormant
Qualification
  • Timeline within 90d
  • Real motivation (relocation)
  • Pre-approved $475K
  • Both spouses committed
  • Fits agent specialty
Activity timeline
Agent confirmed meeting qualified
Tue 2:42 PM
Sarah Chen marked all 5 criteria met. Originator paid out.
Appointment attended
Tue 2:00 PM
Both Diego and his wife showed. 42-minute meeting.
SMS confirmation sent (1h)
Tue 1:00 PM
"Reminder: your meeting with Sarah at 2 PM today. Reply C to confirm."
SMS confirmation sent (24h)
Mon 2:00 PM
Confirmed by Diego at 2:14 PM
Booked appointment (call recording 18:34)
Mon 11:42 AM
Originator: Marcus T. · Discussed timeline, financing, area. Booked for Tuesday 2 PM.
Outbound call · No answer
Mon 11:22 AM
Voicemail left. Diego called back 20 minutes later.
Lead added to campaign
Mon 9:00 AM
Imported from CRM aged-leads list. TCPA scrub passed.
What's in every record

Everything we did to get the appointment, in one place.

When an agent disputes a meeting, when a brokerage owner wants to verify quality, when there's any question about whether we earned the fee — open the appointment and play the tape. Every piece of evidence lives here.

Every dial recorded

Every call we make to the lead — connected, voicemail, or busy — is recorded and stored. Connected calls include full audio you can play back.

Full conversation transcripts

AI transcribes the qualifying conversation. Search for specific words, verify what was said, share excerpts with your team.

Complete SMS history

Every text in the confirmation cycle — outbound and inbound replies — is logged with timestamps. Proof the lead engaged.

Qualification notes

Originator's notes on each of the 5 qualification criteria. Specific quotes from the lead supporting each one.

Timestamped activity log

Every action taken on the lead — when they were called, when they replied, when they confirmed, when they showed up — to the minute.

Agent feedback

After the meeting, the agent confirms whether the lead was qualified. Their answer determines if the originator gets paid.

Skeptical agents become believers.

Every dispute gets settled by playing the tape. Every "I don't think this lead was real" gets answered with the recording.

Sample shown is illustrative. The information shown is real for every appointment; the visual presentation in your brokerage dashboard may differ. All recordings consented per state law.