Buddi Insights

See how every agent is really doing

For team leads and brokerage owners: who answers fast, where leads stall between the first showing and the contract, and which agent could use a conversation. Built from what agents actually do in Buddi, not from what they remember to log.

One agent, in plain words: Buddi’s read, the day so far, every showing with its buyer sentiment

One agent, in plain words: Buddi’s read, the day so far, every showing with its buyer sentiment. From showing to contract: the funnel built from what happened in showings. Coaching from demonstrated behavior: who needs a conversation, and what the best showings share

Illustrative example · sample data

Buddi's read

The numbers, already explained

Every morning Buddi writes a short read of your team: the one problem worth your attention, in plain words, with the figure that proves it. Tap a question to dig in.

Buddi's read: the brokerage is carrying 7,839 leads across 3 teams; Venice's reply times have slipped past 40 minutes
Three roles, one page

Everyone sees the same page, sized to what they lead

Team lead

Your team, its sub-teams, or one agent on it. The Coaching tab shows who answers fast and what your best showings have in common.

Brokerage owner

When the brokerage is on the plan: every team side by side, and the market around you. Scope down to a team or one agent in one click.

Agent

“My numbers”: your day, your pipeline and your coaching, compared with the team average. Never with a named colleague.

By team table: Sarasota, Bradenton and Venice with leads, pipeline and conversion; Venice tinted for slower replies

Slow teams are tinted, never red.

Today's activity

The day as it happens, not as it's logged

Every showing, call, text and listing presentation lands in one feed, with Buddi's one-line read. Showings carry the buyer score and the property match side by side. Every row opens the summary behind it.

Cancellation requests waiting for a reply rise to the top, so nothing sits unanswered.

Activity feed with showings, calls, texts and a cancellation request, each with Buddi's read
Buddi activity

See who's getting value from Buddi

Time in the app and what went through Buddi, per agent, for managers only. Spot who needs a hand getting started before it shows up in the pipeline.

Buddi activity today per agent: time in app, calls and texts through Buddi, showings with live insights
From first lead to closed

See exactly where leads stall

The conversion funnel follows every lead from first contact through the first and second showing to pending and closed. Clients by stage uses Buddi's seven stages, so every team reads the pipeline the same way.

Conversion funnel from leads entered through first and second showing to pending and closed, and clients by stage
Projected revenue, ready once enough history exists; market pulse for the area
Projected revenue and market pulse

A projection appears once there's enough history to trust it, and says how far along it is. Next to it, the local market: active listings, median price and days on market.

Coaching

Coaching from what agents do, not what you guess

How fast each agent answers, within local hours, and how often a first showing turns into a second. Each agent is set against the team average, never a named colleague. Below it, what your best showings have in common: every line a behavior seen in real calls, texts and showings.

Coaching tab: how fast the team answers, by agent, with the team average, and what the best showings have in common
My coaching for an agent: showing score and speed to lead against the team average
Agents get it too

Each agent sees their own coaching, compared with the team average and never with a named colleague, plus the habits that matched.

From insight to action

See the problem. Fix it in two clicks

Needs attention ranks overdue follow-ups by agent, worst first. Review opens that agent's leads, already filtered. Look at their numbers read-only, or work as them, with every action logged under your name.

Needs attention: overdue follow-ups ranked by agent with Review linksA read-only look at one agent's numbers, with a banner that the view is logged
Honest numbers

Nothing is ever made up

  • Not captured is not zero A number Buddi doesn't have yet shows a dash and says why, never a 0.
  • Small samples stay quiet With fewer than five deals, a rate is withheld and the count is shown instead.
  • Fresh, and it says so Every section tells you when it last refreshed, in words.
  • Calm, never alarm Slow teams and agents are tinted, not flashed red.
Coaching, not surveillance

Clear lines on who sees what

  • Managers see the work Response times, conversion and Buddi activity, and nothing beyond that.
  • No peer comparison Nothing is shown to a colleague about another colleague.
  • ISAs see their own leads Only the leads they’re assigned, unless the Team Lead opens up more for that person.
  • Looking is logged A manager viewing one agent's numbers sees a banner that the view is read-only and recorded.
  • Behavior, not personality Coaching lines describe what was done, never a judgment about the person.
Questions brokers ask

Before you roll it out

Do agents need to do anything?

No. It's built from how they already use Buddi: calls, texts, showings and follow-ups.

Can agents see it?

Each agent sees “My numbers”: their own day, pipeline and coaching, compared with the team average.

Where does it live?

In the web dashboard, under Insights, with three tabs: Overview, Today's activity and Coaching.

Buddi Insights

See it on your own team