Building the client status report from this week's data
The client call is Thursday. The line list was current on Monday.
Your status report builds from the data your agents already enter.
Where Wednesday goes
The report gets built by hand because the data lives in four places.
Agents keep the system current, and someone still assembles the report by hand.
Your client wants tract counts by status. Survey permission percentages, title complete, offers out, signed, and in condemnation. They want it in their template, by spread, every week.
- Status comes out of the land management system.
- The reason a tract stalled sits in the contact logs.
- Title holds sit on the curative list.
- The PM pulls all three, reconciles the counts, writes the commentary, and hopes no agent updated a tract after the export.
Revelry Ai builds the report from all of it.
- Counts and percentages come from your system's export, in your client's template.
- Tracts with no movement past the threshold you set get flagged, with the last contact log entry attached.
- The commentary drafts from the week's logs, each line cited to the tract and entry behind it. The PM edits it and sends it.
The variance shows up while you can still act on it.
A tract stuck at "offer made" for three weeks gets flagged this week, so your agent can call the landowner before the client spots it in the monthly roll-up.
What it does not do
It does not replace your land management system or your maps. It reads what they produce and writes nothing back without someone approving that specific write.
Last week's status report, built live.
Bring last week's export and your client's template. You will see the report run on your data with every number cited.