Build a brokerage deal-tracking and reporting dashboard in under an hour with Claude Cowork
Ryan Fitzgerald, owner of Raleigh Realty, told REALTOR® News that when an agent asked about reporting, he described the problem to Claude Cowork, had an internal deal-tracking and reporting dashboard in under an hour, and sent the dashboard to the whole team; he estimates Claude saves him 20 hours a week.
At a glance
- Tools used
- Claude Cowork
- Category
- Brokerage ops
- Audience
- broker, team lead
- Difficulty
- No-code setup
- Source
- This AI Tool Is Moving the Needle for Brokers
REALTOR® News (Dina Cheney) · Article · Sep 9, 2026 - First step
- Export your current deal list (agent, address, stage, price, expected close) as a CSV.
Suggested prompt
Written by this directory, inspired by the source. Replace the [bracketed] parts.
Here is our brokerage deal export: [CSV with agent, address, side, stage, price, contract date, expected close]. Problem: agents and I need one place to track deals and see production. Build a dashboard (single HTML file) with: pipeline by stage, closed and pending volume by agent this year, deals closing in the next 30 days, and deals with no stage change in 21 days. Add filters by agent and month. Use only the data in the CSV.