Operating System

Everything, one keystroke away.

Your command center — the tools, drives, dashboards, and client trackers you reach for every day, all in one place.

Start here

Today's cockpit

Compass Dashboard Compass Search Email Calendar AMRE Drive — Top level
CompassListings, clients & transactions
Contacts (CRM)
Clients & nurture
My Listings
Listings & status
Marketing Center
Flyers, postcards, ads
CMAs
Pricing & valuations
Collections
Shared homes for clients
Performance
Production & goals
Business Tracker
Pipeline & deals
Services & Concierge
Listing prep & vendors
Google DriveAMRE Shared drive · 01 Internal (Team)
01 Clients
Per-client files & deals
06 Marketing
Campaigns & assets
04 Branding
Logos, identity, guidelines
09 Playbooks (SOPs)
Processes & checklists
04 Sales & CRM
Pipeline & nurture
02 Finance
Commission & P&L
07 Open House
Setup & follow-up
08 Operations
Admin & systems
All — 01 Internal
Full team folder
00 Inbox
To sort
AMRE DashboardsLive business snapshot
Overview
Client summary
Finance
Net YTD & pipeline
Social
Posts & streak
SEO & Traffic
Clicks & impressions
CRM
Queue & workable
Investors
Portfolio plays
Client Trackers5 active deals · $23.4M in motion
George Barrios
Buyer · $1.2M duplex
Bill Rushforth
Buyer · Westside / MdR
Sofia Barrera
Buyer · Westside condos
900 Nueva Vista Dr
Seller · personal listing
847 N Sierra Bonita
Seller · WeHo duplex
14405 Mulholland Dr
Seller · $3.995M Bel Air
Janiszewski Estate
Estate plan · ~$15.7M
Choi Portfolio
Investor portfolio
Filing SystemTarget Drive structure · 6 working folders
00
Start Here
One filing-standard doc — the single source of truth.
01
Clients
One folder per client/listing — each holds its own transaction. Named “Address — Client”.
Template — Buyer
01Buyer Rep (BRBC)02Pre-Approval & Financing03Search & Showings04Offers05Escrow & Closing06Inspections & Reports07Disclosures08Communication09Move-In & Gifting
Template — Seller
01Listing Agreement02Pricing & CMA03Disclosures04Marketing05Offers06Escrow & Closing07Inspections & Reports08Vendors & Invoices09Communication
Active deals99Archive (closed)
02
Sales & CRM
01CRM02Prospecting & Outreach03Databases04Scripts05Documents
03
Marketing & Brand
01Brand Assets02Social Media03Campaigns04Canvassing05Newsletter & Email06Print07Presentations08Events09Podcast10Website11Open House12Reports
04
Corporate
The business of the business — split by entity.
01 Compass · brokerage (non-client)
OnboardingCAR FormsMLSWire InfoSigned & DREAddendumsNegotiationGeneral InfoMeeting NotesImages
02 AMRE · the company
FinanceFinancials · Accountant · Taxes · InvoicesAdmin & LegalPlanning · Licensing · Certifications · Legal · Property MgmtTeamOperationsDaily Journal · VA · Vendors
05
Playbooks (SOPs)
01Buyer02Seller & Listing03Transaction & Escrow04CRM & Prospecting05Social & Content06VA & Admin07Templates99Legacy (HX)
06
Resources
01Research02Investing03Claude & Tools04Special Projects
99
Archive
Anything not touched in 6+ months.