🆕 Agent Onboarding Requests
New agents who completed the join form and payment. Complete each MLS step below.
Showing all agents
Total Volume YTD
$0
YTD · closed + pending prices ↗
YTD Gross GCI
$0
Gross commission income ↗
Net Brokerage Revenue
$0
After agent splits + fees ↗
Active Agents
0
Licensed under brokerage
Active Transactions
0
Across all agents
Closings This Month
0
No closings yet
Revenue in Pipeline
$0
Broker's share of open deals
Avg Days to Close
—
No data yet
Transaction Fees Collected
$0
YTD · $395/deal
🔥 Active Transactions
View all →
| Property | Agent | Stage | Close |
|---|---|---|---|
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👥 Agent Performance — MTD
Full view →
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💰 Revenue Breakdown — YTD
Gross GCI
$0
Brokerage Net
$0
Agent Splits Paid Out
$0
Transaction Fees
$0
E&O Insurance Collected
$0
Compliance Fees Collected
$0
📅 Upcoming Closings
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Pre-Contract 0
No transactions
Under Contract 0
No transactions
Appraisal/UW 0
No transactions
Clear to Close 0
No transactions
Closed YTD 0
No closed deals yet
💰 Commission Department
Commission tracking, CDA approvals, Relay disbursements, and agent email notifications.
Total GCI
$0
YTD all agents
Brokerage Net
$0
After 80% splits
Agent Disbursements
$0
Paid to agents YTD
Fees Collected
$0
Txn + E&O + compliance
Commission Ledger
| Property | Agent | Type | Close | Sale Price | Gross GCI | Agent 80% | Fees | Broker Net | Status | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| No commission records yet. Approved CDAs will populate this ledger. | ||||||||||
📚 Resources Hub
Quick access to TREC portals, regulatory tools, and brokerage documents.
🏛️
TREC — Texas Real Estate Commission
trec.texas.gov
Official TREC website — rules, forms, education requirements, license lookup, and consumer resources.
OPEN TREC WEBSITE ↗
🔐
Realm — TREC License Portal
aca-prod.accela.com/TREC
TREC's Realm portal — manage your broker license, sponsor agents, handle renewals, and view your brokerage record.
OPEN REALM PORTAL ↗
📋
TAR — Texas REALTORS®
texasrealtors.com
Standard forms, zipForm access, legal hotline, and member resources for Texas REALTORS®.
COMING SOON
✅ Brokerage Compliance Status
✓ TREC Brokerage License
Active — renewal due Dec 2027
✓ E&O Insurance — Brokerage
Current policy · Collected per transaction
✓ Fair Housing Policy Posted
On website and agent onboarding
⚠ AI Disclosure — Pending
AI disclaimer clauses not yet published
✓ IABS — Information About Brokerage Services
Posted on website footer
✓ Consumer Protection Notice
Posted on website footer
✓ Listing Agreements on File
All active listings have signed agreements
📄 Agent License Tracker
| Agent | TREC License # | Type | Expiry | Status |
|---|---|---|---|---|
| Suhail (Broker) | TREC #XXXXXXX | Broker | Dec 2027 | Active |
| No agents added yet — agent licenses will appear here once onboarded. | ||||
YTD GCI
$0
Year to date
Brokerage Kept
$0
Net to brokerage
Projected Annual GCI
$0
At current pace
Projected Broker Net
$0
Annual projection
Monthly Revenue — 2026
No revenue recorded yet. Revenue will appear here once CDAs are approved and disbursed.
⚙️ Brokerage Settings
Brokerage Name
Legacy Wealth Realty LLC
Broker Email
broker@legacywealthtx.com
Standard Split
80% Agent / 20% Brokerage
Transaction Coordination Fee
$495 per closed transaction
Covers E&O insurance, transaction coordinator, and CDA processing. Shown to agents as a flat deduction — broker split is not disclosed.
Legacy Lending Apply URL
This URL powers the "Apply Now" button on the lending page
⚠️ Danger Zone
Clears all locally saved portal data — transactions, todos, settings. Cannot be undone.
🔗 Quick Links
🔐 Access & Security
Broker PIN (used on login.html)
Default PIN is 1234 — change it now
Agent Access Code
Agents use this to log in at login.html — default is legacy2024
Login URL: Share
yoursite.com/login.html with agents and clients. Broker: select "Broker" + PIN. Agents: select "Agent" + name + code. Clients: select "Client" + email + access code.
🏠 Move Concierge
Free utility setup service for every buyer and tenant — provided by Move Concierge.
A Free Closing Gift That Sells Itself
Move Concierge contacts every buyer and tenant to handle utility activation — electricity, gas, water, internet, and more. It's free, it's effortless, and it sets your brokerage apart.
🏡
Free · No Cost
📞
One Call
Client calls one number, Move Concierge handles all utility providers
💸
Zero Cost
Free for your clients and free for your agents — Move Concierge earns referral commissions from providers
⭐
5-Star Touch
Clients remember this — it drives reviews, referrals, and repeat business
📋 How to Deploy Across Your Team
1
Train your agents — Tell every agent to share the Move Concierge link after every closing or lease signing. Add it to your closing checklist.
2
Client portal auto-shows it — The Move Concierge tab is already live in the client portal so every buyer/tenant can access it directly.
3
Include in closing email — Agents can send a pre-written email from the agent portal's Move Concierge tab with one click.
🛡️ E&O Insurance & Transaction Coordinator Tracker
Track E&O coverage and transaction coordinator assignment for every active deal. Required per transaction.
⚠️ Broker Pending Task
Find E&O Insurance Broker
You need E&O (Errors & Omissions) coverage for each transaction. This protects you and your agents from professional liability claims. Assign a carrier below.
⚠️ Broker Pending Task
Designate Transaction Coordinator
A TC manages paperwork, deadlines, and compliance for each deal. Assign a TC to each transaction to keep deals on track and protect your license.
🏢 Brokerage-Level Coverage
E&O Carrier Name
Policy Number
Renewal Date
Transaction Coordinator Name
TC Phone / Email
TC Fee (per transaction)
📋 Per-Transaction E&O & TC Assignment
| Property Address | Agent | E&O Status | TC Assigned | Close Date | Actions |
|---|---|---|---|---|---|
| 4821 Oak Hill Dr, Plano TX | Marcus W. | ✓ Covered | ⚠ Not Assigned | Jul 15, 2026 | |
| 7203 Ridgewood Blvd, Frisco TX | Priya K. | ⚠ Not Filed | ✓ TC Assigned | Aug 2, 2026 |
📝 Owner Action Items
Everything you need to do to fully launch Legacy Wealth Realty. Check off items as you complete them — progress saves automatically.
0 of 30 complete
🔴 This Week — Critical
🟡 Short Term — 2–4 Weeks
🔵 Before Agent Onboarding
🟣 Integration Phase
🟢 Legal & Compliance
⚪ Future — Layer 2
🧾 1099 & Tax Center
Agent earnings summaries for 1099-NEC filing. Agents are independent contractors — issue a 1099 for any agent paid $600 or more in a tax year.
Total Agents Paid
3
This tax year
Total Commissions Paid
$0
To all agents combined
1099s Required
0
Agents ≥ $600
Brokerage Revenue
$0
Your 20% share YTD
📋 Agent 1099-NEC Summary
| Agent Name | SSN / EIN | W-9 on File | Transactions | Total Paid to Agent | 1099 Required | Actions |
|---|---|---|---|---|---|---|
| No 1099 records yet — agent tax data will appear here once transactions are closed and disbursed. | ||||||
📅 IRS Filing Deadlines
Jan 31: Send 1099-NEC to each agent
Jan 31: File Copy A with IRS (paper)
Mar 31: File electronically with IRS
Threshold: Any agent paid ≥ $600 in the year
Jan 31: File Copy A with IRS (paper)
Mar 31: File electronically with IRS
Threshold: Any agent paid ≥ $600 in the year
✅ 1099 Checklist
🏆 Agent Performance Scorecards
Track every agent's production, pipeline, and progress toward their commission cap.
Total GCI (YTD)
$0
All agents combined
Closed Transactions
0
YTD across brokerage
Avg Days to Close
—
No data yet
Active Pipeline
$0
In-contract volume
⚙️ Commission Cap Settings
Annual Cap Amount
Once agent pays this to brokerage, they go to post-cap split
Post-Cap Split (Agent)
Agent's split after hitting the cap
No agent scorecards yet. Scorecards will appear here once agents complete transactions.
📢 Announcements
Broadcast messages to all agents. Agents see these on their portal home screen.
✍️ New Announcement
Title
Priority
Audience
Message
📋 Published Announcements
No announcements published yet.
🗺️ State Expansion
Legacy Wealth Realty multi-state growth plan. Domains secured. Each state gets its own LLC, license, and portal when ready to launch.
Southwest Belt Expansion
1 of 5 states active
TX ✓ Active
FL · Next
AZ · Planned
NV · Planned
CA · Future
🗂️ All Transactions
Complete view of every transaction submitted by agents. Click any row to review paperwork and CDA status.
Total Transactions
0
All submitted CDAs
Pending Review
0
Awaiting your approval
Approved
0
Ready to close
Total Volume
$0
Sum of sale prices
📝 CDA Approvals
Review and approve Commission Distribution Agreements submitted by your agents before closing.
📄
CDA PDF Template — Upload your blank CDA to send to title companies
Once uploaded, you can generate and send a filled CDA from any approved transaction.
📬
No CDA requests yet. When an agent submits a CDA from the agent portal, it will appear here for your review.
🏛️ Broker Profile
Your broker record, license info, and brokerage settings.
📉 Market Interest Rate — Refi Lead Generator
Set today's market rate. Any client in CRM whose mortgage rate is 0.5%+ higher will be flagged as a refinance lead in the agent portal.
TODAY'S 30-YR FIXED RATE (%)
Current saved rate: —
Professional Info
💾 Save
S
Profile Photo
First Name
Last Name
Phone
Email
TREC License #
TREC License Expiry
Bio (public site)
Realtor.com Profile URL
🔐 Access & Portals
Broker Dashboard
Admin-only. Requires @legacywealthtx.com Google account.
🔒 legacywealthtx.com/broker.html
🏆 Agent Status
S
Suhail Sabharwal
Broker / Owner · TREC #0000000
⭐ Elite · Active
🛡️ Broker License Certificate
● Active
📎 Update PDF
LEGACY WEALTH REALTY LLC
Real Estate Broker License · TREC State of Texas
Sponsoring Broker: Suhail Sabharwal · License #722684-B
License Number
License Type
Issue State
Expiration Date
Days Until Expiry
—
Renewal Reminder
🔔 90 days before expiry
Renewal Timeline
Issued
—
90-Day Alert
—
Expires
Jun 30, 2028
📚 Continuing Education Requirements
TREC requires 18 hours every 2 years for broker renewal · 30-hr SAE for first renewal
Mandatory Hours Completed
30 / 30 hrs
🛡️ Broker E&O Insurance
● Not Uploaded
📎 Upload PDF / Image
LEGACY WEALTH REALTY LLC
Errors & Omissions Insurance · Brokerage Policy
No certificate uploaded yet
Insurance Carrier
Policy Number
Coverage Amount
Policy Effective Date
Policy Expiration Date
Days Until Expiry
—
⚠️
E&O certificate is stored locally in your browser. For Layer 2, certificates will be uploaded to secure cloud storage and shared with agents automatically.
Overall Progress
0 / 14 approved
🏗 Backend Foundation
Backend API + Database
Node.js/Express REST API, PostgreSQL database, Prisma ORM. Replaces all localStorage with real persistent data. Required for every other Layer 2 item.
Real Authentication — JWT + Auth0
Replace OTP simulation with Auth0 or Clerk. Broker/agent/client/vendor roles with real sessions, password reset, MFA, and Google SSO login.
Production Hosting — Railway / Render
Move from Netlify static to Railway.app or Render.com for backend hosting. Auto-deploy from GitHub. PostgreSQL managed database included.
💳 Payments & Banking
Stripe — Client Package Payments
Replace "Contact agent" package flow with real Stripe Checkout. Clients pay online, BREP triggers automatically on payment confirmation, DocuSign sends instantly.
Relay Banking API — Agent Commission Payouts
Connect Relay API to Commission Department. Disburse button triggers real ACH transfer instantly. Email auto-sends on confirmed transfer. Agent enrollment self-service in portal.
🔌 Integrations
DocuSign / HelloSign — E-Signatures
Real e-signature on ICA, BREP, CDA, and listing agreements. Replace PDF downloads with embedded signing flows. Auto-archive signed copies to agent's document vault.
NTREIS / MLS IDX — Live Property Search
Replace placeholder listings in client portal with live NTREIS/IDX feed. Clients search real MLS data, like properties, and request showings on live listings.
Google Workspace — Agent Email Provisioning
Auto-create agent@legacyrealtytx.com email accounts via Google Admin API when an agent is approved in the broker portal. Sync calendar for showings.
ShowingTime — Showing Scheduler
Replace manual availability grid with ShowingTime API. Client requests sync to ShowingTime, agents get push notifications, confirmations auto-update both portals.
Supra — Lockbox / Key Access
Integrate Supra eKey API so agents request lockbox access from the portal. Showing confirmations auto-provision access. Audit log visible to broker.
zipForm / SkySlope — Transaction Documents
Connect transaction document system so agents complete TREC forms inside Blueprint. Documents sync to broker review queue and are archived per transaction.
🤖 AI & Premium Features
AI Premium Marketing Package
Activate the AI marketing tools: listing description generator, social post writer, open house flyer builder, neighborhood report writer. Powered by Claude API.
Push Notifications — PWA Real Alerts
Activate service worker push notifications. Agents get alerted on new showing requests, commission deposits, broker announcements, and CDA approvals in real time.
Real Email Engine — SendGrid / Resend
Replace all Layer 1 email simulations with real email delivery. Commission notifications, BREP welcome emails, CDA updates, and agent onboarding all send automatically.
📋 Layer 2 Dev Notes
Notes auto-save as you type
Commission Notification
From:
commissions@legacyrealtydfw.com
To:
agent@legacyrealtydfw.com
Re:
⚠ Layer 1 simulation — real sending requires Layer 2 email integration
🏦 MLO License — Mortgage Loan Originator
Track your NMLS licensing progress and upload required documentation.
⚠️
MLO License — 2 Pending Action Items
Complete both items below to activate your Mortgage Loan Originator license under Legacy Wealth Realty.
📋 Pending Action Items
Complete to activate MLO operations
1. Create MLO Schedule
PENDING
Establish a written work schedule outlining your MLO activity hours separate from your real estate brokerage duties, as required by NMLS compliance. This schedule must be kept on file and updated annually.
Schedule Details
2. Upload MLO Certification / NMLS License
PENDING
Upload your NMLS license certificate or MLO certification document. This serves as proof of licensure for compliance and is required before originating any mortgage loans.
Accepted: PDF, JPG, PNG · Stored securely
ℹ️ About MLO Licensing
📋
NMLS Registration
Mortgage Loan Originators must register with NMLS and maintain an active status.
🏛️
Texas OCCC
Texas MLOs are licensed through the Office of Consumer Credit Commissioner (OCCC).
📚
CE Requirements
8 hours of annual continuing education required for license renewal.
New PM Leads
0
From agent submissions
Managed Properties
0
Currently in-house
Rent Collected (YTD)
$0
All managed properties
Expenses (YTD)
$0
Repairs + costs
📥 Incoming PM Leads
Submitted by agents when landlords expressed interest in property management
No PM leads yet. They appear here when an agent marks a landlord as interested during a Rental Listing CDA submission.
🔔 Portal Signups — Pending Review
Tenants & landlords who self-registered at /rental — link them to a property to activate
No pending signups yet.
🏠 Managed Properties
No properties under management yet. Accept a lead or add a property manually.