You need to hand off a buyer to another agent on your team. Or update a client. Or send a summary to a lender.
So you write an email: "Buyer is pre-approved, looking in the $400-500k range, wants 3+ bed / 2+ bath, timeline is 3 months, pretty flexible on location..."
It takes 10 minutes. And you forget half the details.
What is a PDF strategy summary?
A PDF strategy summary is a one-page buyer report that includes: • Readiness score, close probability, priority tier • Financial snapshot (budget, reserves, financing, pre-approval) • Behavioral summary (timeline, decision speed, offer style) • Search parameters (beds, baths, location, must-haves) • Coaching notes (what to work on)
You click "Generate PDF." 3 seconds later, it's ready. Professional, consistent, complete.
When to use it
1. Internal handoffs
You're going on vacation. Another agent is covering your buyers. Send them the PDFs. They know exactly who to prioritize and why.
2. Team meetings
Discussing a specific buyer? Pull up the PDF. Everyone has the same info. No "wait, what was their timeline again?"
3. Client updates
Buyer asks "where do I stand?" Send them the PDF. Shows them their score, what they're strong in, what to improve. Professional and transparent.
4. Lender/partner coordination
Lender asks for buyer details? Send the PDF. All the context they need in one page.
Why it matters
Because consistency and speed matter. You're not writing custom summaries every time. You're clicking a button and getting a professional, complete report.
It saves time. It looks professional. And everyone gets the same level of detail.
Realtee IQ — Professional reports, zero effort.