This is the setup from the video. One page, built fresh every morning, that shows you what is past due, what is new today, what is due today across every deal you are running, what is waiting on you, and what you are waiting on from others. It exists because the expensive misses in a transaction are almost never the big deadlines. Those get tracked. They are the small questions from a lender, a title company, or the other agent, sitting in your email, waiting for an answer.
What you need
- An AI account, the one you already use is fine.
- Your email, connected so the AI can read it.
- Your calendar, connected the same way. Every calendar you actually live by, not just the work one.
That is all. If the accounts are not connected yet, that is what we do together in the workshop (details at the end). Connecting takes minutes, and you only do it once.
Step 1: Pick your sources, all of them
The page reads three sources every morning:
Your email. Not the whole inbox. Only the messages where somebody is waiting on an answer from you.
Your calendar. Showings, inspections, closings, and everything else you actually live by.
Your contract dates. For every active transaction: inspection periods, contingencies, loan deadlines, closing dates. A busy agent is running several deals at once, and the page covers all of them, grouped by property address, so nothing hides inside another deal’s week.
Miss a source and the page leaves something out, and a page that leaves things out gets ignored inside a week. Complete is why it is trusted. Trusted is why it gets used.
Step 2: Give it the job
In the video, Jen’s job is the short form, and it is real, exactly as spoken:
“Every morning: read my calendar and my email. Build me one page. Past due: anything whose date has passed and is still unanswered. New today: what came in since yesterday’s page. Due today: inspections, contingencies, contract deadlines due by the end of today. Waiting on you: every question somebody asked that I have not answered. Waiting on others: what I am waiting on from a lender, a title company, the other agent, or an inspector, and how many days it has been sitting. And if you cannot read something, say so on the page. Never guess.”
Here is the same job in its full setup version. This is the one to paste in:
“Every morning, build my morning page. Read my calendar for today and the next seven days. Read my email and find every message where somebody is waiting on an answer from me: clients, lenders, title companies, other agents, inspectors. Read the contract dates for every active transaction. Put it all on one page, grouped by property address, in this order. Past due: anything whose date has passed and is still unanswered. New today: what came in since yesterday’s page. Due today: inspections, contingencies, loan deadlines, closings due by the end of today, with the date on each one. Waiting on you: every question somebody asked that I have not answered, with who asked and what they asked. Waiting on others: what I am waiting on from lenders, title companies, other agents, and inspectors, with how many days each one has been sitting. If a date in an email disagrees with a contract date, show both and flag it. If you cannot read a source, say so on the page. Never guess, and never invent a date.”
Read the first page it builds and correct anything it got wrong, out loud, in the chat. It will adjust. After that, the page is simply there each morning. You do not build it. You read it with your coffee.
Step 3: Put the page where you will see it
A page only works if nobody has to go looking for it. Save the page address and put it on the home screen of your phone, like an app. One address, one page, the first thing you check.
The rules that keep it trustworthy
- If it cannot read something, it says so on the page. That one rule is why the page gets believed.
- Contract dates govern. An email can suggest a change; until the contract says it, the page shows the contract date and flags the difference.
- Decided stays decided. Once something is handled, it comes off the page and stays off.
Want it set up with you?
I set this up with agents live every Friday at 10 AM, free. We connect your accounts, paste in the job, and your first morning page is built before you leave. Signup is in my bio.