BI Agent Features

Agent App: My Activity

Written by Jenny | Jun 17, 2026 10:19:49 PM

 

Review performance for in-person appointments using AI-generated scorecards and coaching summaries that provide automatic insights and key deal action items.

 

  • From the RealSynch menu, click the “My Activity” tab

 

 

  • Check your active leads, opened deals and closed sales from your in-person appointments

 

  • Track recent in-person appointments by lead name and property address

 

  • Click on the appointment title and check your very own scorecard: