Total client performance

From your Homebot export, Oct 12

Apple opens emails by itself on iPhones — opens lie. HQ counts clicks and replies only. Each percent is that group’s share of everyone counted in this panel.

Why the clicked number looks low — and why it’s the honest one: it counts people, not clicks. One person who clicked even once, counted one time, ever, across everyone counted in this panel. Apple’s auto-opens are kept out of it on purpose (they’re the 66.4% above) — most tools quietly count those machine opens and brag about a much bigger “engagement” number; this panel won’t. For context only, not our data: a typical single email gets clicked by about 2 in 100 readers, so about 19 in 100 homeowners having genuinely clicked at least once is strong. And the 14.4% with no activity yet are simply the cold part of the book — they haven’t engaged at all.

Add homeowners in bulk

Bring your whole book at once — drop in a CSV from any CRM or portal export.

✓ Not a cold list — this is your CRM. These are your people.

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Don't want these updates? Just reply STOP and I'll take you off the list — no hard feelings.
— Steven Mock · Platinum Realty · 7108 N Bristol Ave, Kansas City, MO 64119
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Your file never leaves this device — this list lives only in this tab, and HQ’s panels only ever show counts.

📋 Your Sheets

Sheets of your book that build themselves — Likely to Sell, High Equity, and more. Sign up, pick a rhythm, download when they’re due.

Process your list in the card above and these sheets fill in from it — every count and every download comes from that list’s own records, on this device.

Sheets download from the app today. Automatic email delivery arrives when the Gmail sender lights up — nothing is emailed yet. A sheet only lists people whose own record carries the fact; when a record doesn’t carry what a sheet needs, the count says so instead of guessing.

Send from MailBook

The sender, built in. MailBook sends from your own Gmail — every email personal, the footer from the bulk card attached, and nobody who opted out ever emailed. Sending happens while this app is open; there is no cloud sender behind it. If someone replies STOP, tap Opt out next to their name below — this version does not read your replies, and it will not pretend it does.

Three safety rules ride on every send: nobody is emailed twice inside 7 days; an email that would leave a blank spot — a home value or equity the record doesn’t have — never goes out; and if Gmail’s answer doesn’t come back, MailBook stops and marks nothing, rather than guess and risk sending twice. Every skip is counted and named in the result line after a send.

🔒 Locked — answer Yes to the quick check on the bulk card above first. MailBook only sends to your own CRM, never a cold list.

Proof it’s working

The machine on one screen — every number names where it came from, and anything stale carries its date. Counts only: this app never shows a homeowner’s name.

Ladder counted Oct 24, 2026 (lead-machine analysis of the Oct 21 verified export, the Oct 23 activity pull and the verified-values shield). The lineup is the playbook’s daily plan at the proven pace — 35 sends, one lane, inside the 7-day household gate. The full ladder is the Segment ladder card, just below Total client performance.

Segment ladder — hottest to coldest

Every household in the book sits on one rung. The top rungs hold every proven click, every intent tag, and every lead this engine has made — that is where the sending pace goes.

Counted Oct 24, 2026 in the lead-machine analysis — the master list joined against the Oct 23 activity split, the lead scores, the per-record signal tags and the verified-values shield, matching on every email on each household record; households on the touch-exclusion list were removed before counting. Rebuilt after every send week.

Tap any rung and MailBook downloads a spreadsheet (.xlsx — opens in Excel or Numbers) of exactly that rung’s households from the book loaded on this device: same households, same count the rung shows. Working a rung by hand instead? The bulk card’s selling-signal dropdown still cuts a loaded list by Likely to sell, Likely to buy, Highly engaged and High equity.

Jump to a panel

Tap a panel to jump straight to it — no scrolling through the whole page.

Pipeline

Verified export — Oct 21, 2026

unique households verified in the book (Homebot support export, Oct 21, 2026)

Clean the book

MailBook reads your loaded book and sorts the households that drag it down into piles, each one counted live from the book itself. Nothing moves on its own — you tap Sweep to Archive on a pile, and those households leave every sheet, list, and count. Nothing is ever deleted, and the Archive at the bottom of this card brings any of them back in one tap.

Load your book and this card counts what’s actually in it.

This week in your book

The whole book in four plain lines — built only from the aggregates already on this page. Copy it into your own notes for the week.

• Your book holds 4,311 households. At 70 emails a day, about 490 of them hear from you this week — 11.4% of the book.
• 62 ready-now signals are sitting in the book — ready for refi is the biggest group (37). Work the ready-now names first.
• Email reaches every household — 4,311 (100.0%). Phone reaches 4,021 (93.3%), so email is the channel that covers the whole book.
• Weakest lever: value and equity records — only 13 households have one yet. Every new value record makes the next round of emails sharper.

Copy the digest

Aggregates only — no homeowner names, home values, or homeowner emails, same as every other panel here.

Snapshot age

How fresh the numbers on this page are — the verified export behind every count, and what it takes to refresh it.

A refresh takes a new verified Homebot export — counts update only from verified exports, never from working files.

Aggregates only — no homeowner names, home values, or homeowner emails, same as every other panel here.

Book mix

Who is in the book, by client type in the verified export — counts only, from the aggregates already on this page. Nothing new collected.

About 1 in 4 households in the book is also a buyer — the buy side of the same book, already on the email rotation.

How you can reach them

Contactability from the verified export — counts only, from the aggregates already on this page. Nothing new collected.

Every household in the book has an email on file, so the email rotation reaches the whole book; phone opens a second channel for most of them.

Pipeline health

One score for the whole book — a plain average of the four coverage numbers below, all from the aggregates already on this page. Nothing new collected.

pipeline health score

Weakest link: value and equity records — only a small share of households have a value or equity record yet, so that part of the book is still mostly empty.

Strengths & gaps

Where this book is strong and where it is thin — one synthesis from the aggregates already on this page. Nothing new collected.

Strengths

• Email reach — 4,311 households (100.0%) have an email on file, so the rotation covers the whole book.
• Phone coverage — 4,021 households (93.3%) have a phone on file, a second channel for most of the book.
• High-equity segment — 3,294 households (76.4%) sit in the high-equity segment from the Oct 21 portal snapshot.

Gaps

• Value / equity records — only 13 households (0.3%) have a value or equity record yet.
• Enrichment processed — only 144 of 5,527 rows (2.6%) have been processed; 5,383 are still waiting.
• Meaningful loan detail — only 23 rows (0.5%) carry meaningful loan detail, so refi timing stays hard to pin down.

Aggregates only — no homeowner names, home values, or homeowner emails, same as every other panel here.

What to do next

The three moves that matter most, in order — worked out from the aggregates already on this page. Counts only; nothing new collected.

1. Keep value / equity records fresh. 13 records are in the book — keep them current as homes sell and loans change.
2. Work the enrichment queue. 5,383 of 5,527 households (97.4%) are not yet processed — every batch finished sharpens the book.
3. Work the hot end first. 62 households carry a ready-now signal in the Oct 21 portal snapshot (2 likely to sell · 8 likely to buy · 2 highly engaged · 37 ready for refi · 13 just listed) — they go first in the rotation.

Built from the same aggregates as Pipeline health, Coverage gaps and Hot signals — if those numbers move, this list moves with them.

Hot Signals

Portal snapshot — Oct 21, 2026 · historical, not live

Portal snapshot only — Oct 21, 2026, the last portal read before we took the engine in-house. The support export did not include the per-client value, equity, tag/intent, or activity fields behind these layers; a supplemental export was requested Oct 21. Counts only; the names behind them live in the private master list, never in this app.

Signals per 100 households

How dense the ready-now signals are in the whole book — each Hot Signals count above per 100 households in the book (4,311 households), from the aggregates already on this page. Nothing new collected.

Likely to sell and highly engaged are each 2 households — 0.05 per 100 before rounding, so they show as 0.0 at one decimal. Ready for refi is the densest ready-now signal in the book.

One in X

The book in plain ratios — how many households you pass, on average, before you hit one like this. Same aggregates as the panels above, just in words you can picture. Nothing new collected.

Read it this way: almost every household is high-equity, about 1 in 4 is also shopping to buy, and a ready-now signal is rare — about 1 in 70 — so those names go first.

Aggregates only — no homeowner names, home values, or homeowner emails, same as every other panel here.

Count check

How the book reconciles — the old portal headline, the rows the export actually delivered, and the verified book after one duplicate was merged. Every step of the gap, explained. Same aggregates as the Pipeline panel, nothing new collected.

Read it this way: the portal said 4,388, the export delivered 4,312 rows, and merging one duplicate leaves 4,311 unique households. The 77-household gap is 76 rows the export came in under the headline plus that 1 duplicate — no households are unaccounted for.

Aggregates only — no homeowner names, home values, or homeowner emails, same as every other panel here.

Today's Lanes

Daily cap: 70 emails (35 per lane). Corrections below are extra — they fix our own mistakes.

Lane Pace

What the cap means for the whole book — plain arithmetic on the totals above, nothing new collected.

for one full pass through all 4,311 households at the full 70-a-day pace

The 7-day gate never slows a full pass: at 62 days a pass, every household is well past the gate before its next turn comes up.

Share the Snapshot

A plain-words copy of the headline numbers above — aggregates only — ready to paste anywhere, or download as a CSV.

Corrections

correction emails sent today

Lane A: 12 · Lane B: 12 — every one sent, every one using the live portal figures.

Wrong values caught, corrected with live portal numbers.

Program Rules

• No stale value goes out. While the supplemental export is pending, any value used for a touch is checked individually before the send.
• 70 emails a day, max — 35 per lane.
• 7-day household gate: no household gets touched twice inside a week, across both lanes.
• Scoring counts clicks, replies, and app logins only. Opens never count — too many of them are machines, not people.
• The homeowner book stays off Facebook, always. The book and the realtor groups never mix.

Our Own System

Homebot is cancelled. As of Oct 21, 2026, this program runs on our own rails — no portal rent, no middleman.

• The database is ours. Homebot's Oct 21 support export delivered 4,312 rows, verified as 4,311 unique households after one duplicate merged — and nobody can bill us for our own data.
• Sending is ours. The same two Gmail lanes, the same caps: 70 a day, 35 per lane, and the 7-day household gate across both.
• Scoring is honest. A homeowner scores when they click, reply, or log in to the My Home app. Email opens are never counted — mail apps fake them.
• Values are handled honestly. The roster export did not include per-home value or equity fields, so a supplemental export has been requested. Until it lands, a value is checked individually before any hot name gets a touch.

Ask AI LIVE · ANSWERS IN SECONDS

Ask how the automated email outreach works — the lanes, the scoring, home values, growing the base, or how joining works. If it's beyond the book, the desk points you to Steven.