LUNAQUISERA CENTRIX REAL ESTATE & LIFESTYLE
Week of Oct 26 – Nov 1, 2026 · North Bay
Sample data · every slide names where its numbers came from
1
Wins and shout-outs · 5 min
2
Pipeline and closings · 15 min
3
Market update and rates · 15 min
4
PRP follow-up playbook · 10 min
5
Listings, open houses and marketing · 10 min
6
Questions and action items · 5 min
EMAIL · Broker agenda email (Nov 2)
2
CLOSED VOLUME
$13.8M
▲ 12% vs last week
CLOSED DEALS
14
▲ 3 vs last week
PENDING
22
▲ 4 vs last week
PRP REPORTS
148
▲ 21% vs last week
Record week for Property Reporting: 31 reports became appointments, and Marin sold at 101.2% of list.
EMAIL · Transaction coordinator weekly email (Nov 1) · CRM pipeline export · PRP report log
3
MOST PRP APPOINTMENTS
Maya R.
34 appointments from PRP reports
TOUGHEST DEAL
Dev P.
Multi-offer win in Petaluma
CLIENT REVIEW
Lena K.
5 stars on a Napa sale
INTERNAL · CRM appointment tags · client review inbox
4
New leads
64
Active buyers
41
Active listings
37
Under contract
22
Closing in 30 days
14
INTERNAL · CRM pipeline export, Nov 1
5
| Date | Property | Agent | Milestone |
|---|---|---|---|
| Nov 3 | 412 Oak Hill Dr, Santa Rosa | Maya R. | Loan contingency removal |
| Nov 4 | 28 Bayview Ct, Sausalito | Dev P. | Final walkthrough |
| Nov 5 | 1190 Vine St, Napa | Lena K. | Closing |
| Nov 6 | 77 Mill Rd, Petaluma | Dev P. | Inspection deadline |
| Nov 7 | 905 Sonoma Hwy, Sonoma | Chris T. | Closing |
EMAIL · Transaction coordinator weekly email (Nov 1)
6
| County | Median price | YoY | Days on market | Sale-to-list |
|---|---|---|---|---|
| Marin | $1.48M | ▲ 6.9% | 17 | 101.2% |
| Sonoma | $775K | ▲ 4.4% | 24 | 98.9% |
| Napa | $893K | ▲ 3.8% | 36 | 97.4% |
| Solano | $614K | ▲ 5.0% | 22 | 99.6% |
WEB · Bay Area MLS export (Oct 31) · Freddie Mac PMMS rate survey, freddiemac.com/pmms
7
WEB · Freddie Mac PMMS weekly survey, freddiemac.com/pmms
8
| Neighborhood | PRP requests | Median price | Days on market |
|---|---|---|---|
| Rohnert Park | 24 | $690K | 21 |
| Santa Rosa, Fountaingrove | 21 | $1.05M | 27 |
| Novato | 18 | $1.02M | 19 |
| Petaluma | 16 | $890K | 22 |
| Napa, Browns Valley | 12 | $1.1M | 34 |
INTERNAL · PRP report log · Bay Area MLS export (Oct 31)
9
Reports generated
148
Opened by client
119
Client replied
58
Appointments
31
21% report-to-appointment rate, up 3 points. Top demand: Rohnert Park, Fountaingrove, Novato.
INTERNAL · PRP report log, Oct 26 – Nov 1 · CRM appointment tags
10
RATES
6.2%
30-year fixed, down 8 bps
INVENTORY
+9%
Up YoY; priced right, homes still sell in 3 weeks
SHOWINGS
+14%
Since the rate dip; expect a busy holiday season
WEB + EMAIL · Freddie Mac PMMS · Redfin Data Center · NAR Economist’s Outlook newsletter (Oct 30)
11
| Address | Area | List price | Status |
|---|---|---|---|
| 318 Redwood Ln | Santa Rosa | $849K | Coming soon |
| 55 Harbor View | Novato | $1.15M | New, Nov 1 |
| 2210 Vine Hill Rd | Sebastopol | $965K | New, Oct 30 |
| 14 Laurel Ct | Petaluma | $779K | Coming soon |
| 601 Silverado Tr | Napa | $1.38M | New, Oct 29 |
WEB · Bay Area MLS draft listings · agent coming-soon form
12
| Agent | Closed | Volume | Active | PRP → appt |
|---|---|---|---|---|
| Maya R. | 4 | $4.1M | 9 | 34 |
| Dev P. | 3 | $3.6M | 7 | 29 |
| Lena K. | 3 | $3.2M | 6 | 26 |
| Chris T. | 2 | $1.9M | 5 | 19 |
| Priya S. | 2 | $1.0M | 4 | 23 |
INTERNAL · CRM activity export · AARP agent tracker, week ending Nov 1
13
| Date | Event | Owner |
|---|---|---|
| Sat Nov 8 | Open house: 55 Harbor View, Novato | Priya S. |
| Sun Nov 9 | Open house: 2210 Vine Hill Rd, Sebastopol | Chris T. |
| Tue Nov 11 | Market update newsletter send | Marketing |
| Thu Nov 13 | Listing video shoot: 318 Redwood Ln | Maya R. |
EMAIL · Marketing team calendar invite (Nov 2)
14
1
Follow up on all 31 PRP appointments within 24 hours
2
Submit coming-soon listing photos by Wednesday
3
Share rate talking points with buyers in the pipeline
4
Book November open houses
EMAIL · Broker notes (Nov 2) · team meeting agenda
15