Commission in Pipeline
$0
from open transactions
Transactions
Active
0
Closed YTD
0
No active transactions
Active Leads
0
in CRM pipeline
Upcoming Showings
0
Nothing scheduled
Recent Activity
View all →
No recent activity yet — your transactions, commissions, and showings will appear here.
Upcoming This Week
Calendar →
No upcoming events this week.
Quick Actions
New Transaction
Add Contact
Send Message
Share Card
Schedule Showing
Create Flyer
Action Needed
No action items. Complete your setup checklist to get started.
✅ Agent Setup Checklist
Complete these steps to fully activate your account with Legacy Wealth Realty.
🚀 Onboarding Steps
0 / 6 done
✓
Complete your profile — Name, TREC #, bio, photo
Go →
✓
Set up direct deposit — Relay or your own bank
Go →
✓
Provide MLS membership — NTREIS board affiliation
Manual
✓
Complete Launch Training — Watch all onboarding modules
Go →
🎯 Leads
Track prospects before they become clients. Move a lead to Clients when you're ready to assign them a property.
🎯
No leads yet
Click + Add Lead to start building your pipeline.
Showing 0 transactions
Client
Phone
Email
Close Date
Transaction Vault
Store all PDFs for this transaction
📂 Drop files here or click to upload
📋 Milestone Tracker
0 / 0
📝 Commission Distribution Agreement (CDA)
Fill out this form before closing. Your broker will review and approve before the CDA is finalized. Minimum commission: 3%.
📋 My CDA History
No CDA requests yet. Submit your first one below.
📢 Broker Announcements
Messages from your broker. Mark as read when reviewed.
📭
No announcements from your broker yet.
📋 Client Intake Form + BREP Tracker
Per NAR settlement rules effective Aug 17, 2024 — a signed Buyer Representation Agreement is required before showing any property. Log intake here.
⚖️
NAR Settlement Compliance Required
You must have a signed Buyer Representation Agreement (BREP) before showing any property to a buyer. This is now federal rule. Document it here to protect yourself and the brokerage.
➕ New Client Intake
Client First Name *
Client Last Name *
Phone *
Email *
Client Type *
Budget / Price Range
Timeline
Pre-Approval Status (buyers)
Notes / Goals
👥 Active Clients
No clients added yet.
🏡 Open House Tool
Generate a sign-in sheet, capture leads, and export visitor data after the open house.
📋 Setup Open House
Property Address *
Date
Time
List Price
📝 Log Visitor
No visitors logged yet.
⭐ Client Reviews
Collect reviews in-platform, then prompt clients to post on Realtor.com. You own the data either way.
🔗 Realtor.com Profile
Connect your Realtor.com agent profile so clients can be directed there after leaving a review here.
Your Realtor.com Profile URL
📧 Request a Review
Send a review request link to a past client. They rate you here first, then are prompted to post on Realtor.com.
Client Name
Client Email
⭐ My Reviews (0)
No reviews yet. Send a request to a past client to get started.
+ Add Review Manually (client submitted via link)
👤 My Profile + 1099 Info
Your professional profile, TREC license, and tax information. Keep this updated — broker uses this to issue your 1099-NEC at year-end.
📁 Onboarding Documents — Collected at Sign-Up
✅
ICA Signed
Independent Contractor Agreement
✅
W-9 Collected
Tax info on file with broker
Both documents were collected during your DocuSign onboarding. Contact your broker if you need copies.
Professional Info
--
Profile Photo
JPG, PNG or GIF · Max 2MB
First Name
Last Name
Phone
Email
TREC License Number *
TREC License Expiry *
Specialization
Bio (shown on public site)
Realtor.com Profile URL
🧾 1099 Tax Info
Required: Your broker must have your tax info on file before issuing any commission payment. Missing info = delayed payment and no 1099-NEC at year-end.
Legal Name (as on SSN/EIN)
Business Name / DBA (if any)
Tax Classification
SSN / EIN (last 4 only shown)
Mailing Address
1099 Info Status
⚠ Not submitted
💵 Commission Statement
Your earnings history from all approved CDAs. Use this for tax prep and your 1099.
Transactions
0
Gross Commission
$0
Fees Deducted
$0
$395 TC fee × transactions
Your Net Earnings
$0
Your 1099 amount
Tax Tip: Your net earnings shown here is your 1099-NEC income. Keep your business expense receipts — track them in your Expense Tracker tab. Your taxable income = Net Earnings − Business Expenses. Consult a CPA for your situation.
🎁 Order Closing Gifts
Celebrate your clients' new home with the Legacy Welcome Package. Coordinate delivery at or before closing.
📋 Gift Order History
No gift orders yet.
📅 Showing Requests
Your clients' showing requests come in here. Confirm, suggest a time, or mark complete.
No showing requests yet. Once a client requests a showing, it appears here instantly.
🔥 Hot Leads
0
👀 Nurturing
0
✅ Closed Clients
0
🎂 Birthdays This Month
0
‹
June 2026
›
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
10am Call - SJ
5
6
7
8
9
2pm Show 789 Birch
10
11
Closing - Maple
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
Upcoming Events
No upcoming events yet.
TREC License
TX-0754321
Sales Agent · Expires Nov 30, 2027
Sponsoring Broker
Legacy Wealth Realty LLC
Active · Plano TX · Since Apr 2026
CE Hours Required
15 / 18
⚠️ 3 hours remaining · Due Nov 2027
MLS Membership
NTREIS Active
North Texas MLS · Renews Jan 2027
Continuing Education Progress
| Course | Hours | Completed | Progress |
|---|---|---|---|
| Legal Update I | 4 hrs | ✅ Apr 12, 2026 | |
| Legal Update II | 4 hrs | ✅ Apr 12, 2026 | |
| Buyer Representation | 3 hrs | ✅ May 2, 2026 | |
| Fair Housing & Diversity | 3 hrs | ✅ May 15, 2026 | |
| Contracts Elective | 4 hrs | ⚠️ Not Started |
⚠️ 3 CE hours remaining. Complete your final elective course before your license renewal window opens. Find TREC-approved courses →
Print & Physical Orders
Digital Business Card
Your branded virtual card with QR code — share via text, email, or social. Track views and saves.
Active
Order Business Cards
Premium Legacy-branded physical business cards with your name, phone, email, and QR code. Ships in 5–7 days.
250 cards — $35
500 cards — $55
Order Yard Signs
Legacy-branded For Sale and For Rent signs with your name and contact. Double-sided, weather-resistant. Ships in 7–10 days.
For Sale — $45
For Rent — $45
Digital Marketing
Listing Flyers
Auto-generate branded flyers with property photos, price, and your contact info
Ready
Social Media Posts
Just Listed, Under Contract, and Sold graphics for Instagram, Facebook, and LinkedIn
Ready
Email Templates
Market update, buyer/seller guides, and open house announcements — branded to Legacy
Ready
Video Intros
Branded intro video templates for property walkthroughs and social reels
Coming Soon
CMA Reports
Branded Comparative Market Analysis reports for listing appointments
Ready
Agent Bio Page
Your public-facing agent profile on legacyrealtydfw.com with listings and reviews
Ready
Recent Campaigns
Just Listed — 789 Birch Court
Facebook + Instagram · Jun 14, 2026
847 impressions
Market Update Email — DFW June 2026
Sent to 42 contacts · Jun 1, 2026
68% open rate
New Message Broadcast
0 / 160 characters (SMS)
Recent Broadcasts
Market Update SMS
Jun 1 · 18 sent · 92% delivered
Holiday Greeting Email
May 24 · 42 sent · 71% opened
New Listing Alert SMS
May 10 · 8 buyers · 3 replies
Quick Templates
Your Digital Business Card
Legacy Wealth Realty
John Smith
Legacy Agent · TREC #0754321
(214) 555-0100
john.smith@legacyrealtydfw.com
legacyrealtydfw.com
Plano, TX 75024
📱
Card Settings
Card Stats
—
Views this month
—
Contact saves
—
Clicks to website
—
QR scans
App Connectors
Link your tools to the Legacy portal. Connected apps sync automatically with your calendar, CRM, and transactions.
📅
Google Calendar
Sync showings, closings, and calls
🏠
ShowingTime
Showing requests & confirmations
🔑
Supra eKey
Lockbox access & showing logs
📋
BrokerBay
Showing management & feedback
📄
zipForm Plus
TREC transaction documents
Calculators
Tools to help clients make confident financial decisions.
Net Proceeds
Seller's estimated take-home after closing
New Home Numbers
Full PITI payment breakdown for buyers
🏡
Coming Soon
Full monthly payment breakdown for buyers — purchase price, down payment, loan type, rate, taxes, insurance, and HOA all in one place.
✦ Purchase price + down payment
✦ Rate + loan type (Conv / FHA / VA)
✦ Taxes + insurance + HOA
✦ Full monthly PITI breakdown
Agent Setup Checklist
0 of 8 complete
Complete all steps before submitting your first transaction. Each external link opens in a new tab — come back here to mark it done.
Step 1 — Get Your Access
○
Apply for NTREIS MLS Membership
North Texas Real Estate Information Systems — required to list properties and access the DFW MLS. Select Legacy Wealth Realty LLC as your broker.
○
Get Supra eKey Access
Supra eKey allows you to access lockboxes on listed properties. Required for all showings. App-based — no physical key needed.
○
Set Up ShowingTime
ShowingTime manages showing requests, confirmations, and feedback from buyers' agents. Used by 95% of DFW listing agents.
○
Set Up BrokerBay
BrokerBay showing management and tour scheduling platform. Integrates with ShowingTime. Set up your availability and notification preferences.
Step 2 — Your Digital Presence
○
Activate Your Digital Business Card
Your branded card is ready — just customize your photo and bio. This is what clients save to their phones.
○
Set Up Your Agent Bio Page
Your public profile on legacyrealtydfw.com — photo, bio, listings, and reviews. Clients Google you before they call.
Step 3 — Launch Your Business
○
Send Your Sphere Announcement
Mass text and email everyone you know — let your sphere know you're now a Legacy agent and ready to help them buy, sell, or invest.
○
Share Your Business Card on Social Media
Post your digital business card to Instagram, Facebook, and LinkedIn. Announce you're open for business with Legacy Wealth Realty.
○
Order Your Physical Business Cards
Order Legacy-branded cards to hand out at showings, open houses, and networking events. Ships in 5–7 days.
📚 Resources Hub
TREC portals, regulatory tools, and transaction tools for Tenant & Rental transactions.
Account Settings
Legacy Email
john.smith@legacyrealtydfw.com
Commission Disbursement
Standard ACH — Chase Bank ••••4821
Google Account
john.smith@gmail.com — Connected
Quarterly Compliance Fee
$50 · Next due: Sep 1, 2026
W-9 on File
Submitted Apr 22, 2026
Book trusted vendors for your clients. Payment can be funded from client onboarding fees held in broker escrow.
🔗 Vendor Portal Login
📸 Photography
Marcus Lens Studios
Professional Real Estate Photography
★★★★★
From $199 · Photos + Twilight
Elite Vision DFW
Drone · Video · 3D Matterport
★★★★★
From $299 · Drone included
🧹 Cleaning Services
Pristine Home Cleaners
Move-In / Move-Out Deep Clean
★★★★☆
From $175 · 3–4 hr deep clean
Sparkle DFW
Pre-Listing · Post-Close · Recurring
★★★★★
From $150 · 24hr turnaround
📦 Moving Companies
Legacy Move Crew
Local & Long-Distance Moving
★★★★★
From $395 · 2-man crew
DFW Swift Movers
Same-Day · Apartment · Storage
★★★★☆
From $275 · Hourly rate available
🔧 Plumbers & Electricians
Reliable Plumbing TX
Inspection Repairs · Water Heaters
★★★★★
From $95/hr · Licensed & Insured
PowerPath Electric
Panel Upgrades · Code Repairs · GFCI
★★★★★
From $120/hr · Same-day available
🏠 Home Inspectors
Texas Pro Inspections
Full Home · Sewer · Thermal
★★★★★
From $375 · Same-day report
Eagle Eye Home Check
Pre-Listing · New Construction
★★★★☆
From $325 · Report in 24hrs
Select a package for your client, collect payment via Stripe, and get to work. Clients can pay by card or bank account.
⚠️ Important — Please Read Before Sharing With Clients
All Legacy Wealth Realty onboarding and service fees are non-refundable. Collected funds are designated for marketing, administrative services, and transactional support on behalf of the client. By completing payment, the client acknowledges and agrees to this policy.
Buyer Package
Full support from search to close
$495
one-time · non-refundable
- ✓Buyer Needs Assessment & Goal Setting
- ✓MLS Property Search Setup & Alerts
- ✓Showing Coordination & Scheduling
- ✓Offer Strategy & CMA Analysis
- ✓Contract Negotiations & Representation
- ✓Transaction Management (Contract to Close)
- ✓Dedicated Agent Support Throughout
🔒 Secured by Stripe
MOST POPULAR
Listing Package
Professional seller representation
$495
one-time · non-refundable
- ✓Comparative Market Analysis (CMA)
- ✓Professional Photography Coordination
- ✓MLS Listing & Syndication (Zillow, Realtor.com)
- ✓Custom Marketing Campaign (Social + Email)
- ✓Open House Coordination
- ✓Offer Review & Negotiation Strategy
- ✓Transaction Management (Contract to Close)
🔒 Secured by Stripe
Commercial Package
Investor & commercial real estate
$1,000
one-time · non-refundable
- ✓Commercial Market Analysis & Feasibility
- ✓Commercial MLS & LoopNet Property Search
- ✓Property Tours & Cap Rate Analysis
- ✓Letter of Intent (LOI) Drafting & Review
- ✓Due Diligence Coordination
- ✓Lease Negotiation or Purchase Representation
- ✓Full Transaction Management to Closing
🔒 Secured by Stripe
💳
Stripe Integration — Setup Required
To activate live payments, connect your Stripe account in the Connectors tab. Once connected, payment links will go live and clients can pay instantly by credit card, debit card, or ACH bank transfer. Funds are deposited to the brokerage account within 2 business days.
Suhail Sabharwal
Construction Manager
What's Included
🖌️
Touch-Up Painting
Scuffs, nail holes, and dated wall colors fixed before photos are taken. Fresh paint is the #1 ROI upgrade.
🧹
Deep Cleaning
Professional deep clean — windows, baseboards, appliances, grout, and every corner buyers will inspect.
🌿
Landscaping & Curb Appeal
Mowing, mulching, edging, trimming — buyers form their opinion before they even step inside. Make it count.
🛋️
Home Staging Consult
Virtual or in-person staging consult to arrange existing furniture and add key accent pieces. Buyers buy emotions.
🔧
Minor Repairs
Leaky faucets, squeaky doors, broken fixtures — small issues that kill buyer confidence during walkthroughs.
📸
Professional Photography
HDR listing photos after all prep is complete. First impressions on Zillow decide whether buyers schedule a showing.
📄 Agent Talking Points — Share with Sellers
TLC Package — Seller Script
📋 Copy Script
"Before we put your home on the market, Legacy Wealth Realty works exclusively with Texas Legacy Contractors LLC — our trusted in-house contractor partner — to get your home market-ready.
Their team handles the touch-ups, the deep clean, the landscaping, and any minor repairs so your home shows at its absolute best on Day 1. According to the National Association of Realtors, homes that are properly prepped before listing sell 73% faster and can net 7% more than unprepared homes.
Think of it as giving your home the best possible first impression — because in this market, buyers decide in the first 8 seconds whether they're interested. Texas Legacy Contractors makes those 8 seconds count."
Their team handles the touch-ups, the deep clean, the landscaping, and any minor repairs so your home shows at its absolute best on Day 1. According to the National Association of Realtors, homes that are properly prepped before listing sell 73% faster and can net 7% more than unprepared homes.
Think of it as giving your home the best possible first impression — because in this market, buyers decide in the first 8 seconds whether they're interested. Texas Legacy Contractors makes those 8 seconds count."
Stats source: NAR 2024 Profile of Home Staging · HomeLight Top Agent Insights Report 2024
🚀
Full TLC App — Coming Soon
Quote requests, vendor assignment, before/after photo upload, and seller approval — all in Blueprint. Coming in the next build phase.
🏠 Move Concierge
Free utility setup service for your buyers and tenants — powered by Move Concierge.
One Call. Everything Connected.
Move Concierge contacts your buyers and tenants directly to set up electricity, gas, water, internet, and more — at no cost to them or you. A white-glove service that makes you look like a rockstar.
🏡
Free Service
${[
['⚡','Electricity','Power service for the new address. Transfer or open new account.','Transfer 1–2 weeks before move-in.'],
['🔥','Gas & Heat','Natural gas or propane activation for heating & appliances.','Schedule for move-in date.'],
['💧','Water & Sewer','City water & sewer account setup or transfer.','Contact city utility — Move Concierge handles this.'],
['📶','Internet','High-speed fiber, cable, or satellite — best available options.','Book 2+ weeks out — slots fill fast.'],
['📺','Cable / TV','Cable TV or streaming-ready service at new home.','Bundle with internet for the best deal.'],
['🗑️','Trash & Recycling','Garbage pickup and recycling registration.','Many cities require registration.'],
['📱','Phone / Landline','Carrier transfer and address update at new home.','Update address with carrier after moving.'],
['🛡️','Home / Renters Insurance','Coverage quotes for homeowners or renters.','Lenders require it at closing — get quotes early.'],
].map(([icon,title,desc,tip]) => `
`).join('')}
📧 Refer a Client to Move Concierge
How It Works
${[
['1','You refer your client','Send them the Move Concierge link after closing or lease signing.'],
['2','They get a free concierge call','Move Concierge contacts them to coordinate all utility setup — electricity, gas, internet, and more.'],
['3','Everything is activated','All services are scheduled before move-in day. Zero hassle for your client.'],
['4','You look like a hero','Your client remembers the white-glove experience — and sends you referrals.'],
].map(([n,title,desc]) => `
`).join('')}
${n}
${title}
${desc}
Business Expense Tracker
AI Package
Track deductible expenses, connect your card, and export reports for tax season.
2026 YTD Expenses
$2,847
💳
Connect Your Business Card Coming Soon
Link your credit or debit card via Plaid to automatically import and categorize business transactions. Legacy will suggest which expenses are tax-deductible.
Travel & Mileage
$842
12 transactions
Business Meals
$614
9 transactions
Business Software
$891
7 transactions
Legacy Fees
$500
4 transactions
+ Add Expense
Date
Description
Category
Amount
All Expenses
| Date | Description | Category | Amount | Tax Deductible | |
|---|---|---|---|---|---|
| Jun 18, 2026 | Gas — Client showings in Frisco | Travel | $68.40 | ✓ Yes | ✕ |
| Jun 17, 2026 | Lunch — Buyer consultation (Nobu) | Meals | $142.00 | ✓ Yes | ✕ |
| Jun 15, 2026 | Follow Up Boss — Monthly | Software | $99.00 | ✓ Yes | ✕ |
| Jun 1, 2026 | Transaction Fee — 123 Oak Lane | Legacy | $499.00 | ✓ Yes | ✕ |
| May 28, 2026 | Uber — Airport pickup for client | Travel | $54.20 | ✓ Yes | ✕ |
| May 22, 2026 | Dinner — Seller listing presentation | Meals | $97.50 | ✓ Yes | ✕ |
| May 10, 2026 | Canva Pro — Annual | Software | $149.99 | ✓ Yes | ✕ |
💡 Tax Tip: All categories above qualify as Schedule C business deductions for self-employed real estate agents. Keep receipts and document the business purpose for each transaction. Consult your CPA for full guidance.
🏡 Homestead Exemption
Every buyer client is auto-added here. Track who has filed their Texas homestead exemption.
ℹ️
Texas Homestead Exemption reduces property taxes by removing a portion of your home's value from taxation.
Deadline to file: April 30 of the year following purchase.
File free at: Texas Comptroller →
⚖️ Property Tax Protest
Every buyer client is auto-added here. Track who needs help protesting their property tax assessment.
⚠️
Texas Property Tax Protest Deadline: May 15 (or 30 days after BCAD notice, whichever is later).
File online at your county appraisal district. Many homeowners save $500–$3,000+ per year.
Always worth reviewing — it's free to protest!
💌 Client Touchbase
Pre-written email templates for key client moments. Copy, personalize, and send from your email.
🎂 Client Birthday Email
Subject: Happy Birthday, [First Name]! 🎉
🎂 Birthday Text (SMS)
Short and personal — best for warm contacts
Upcoming Birthdays (Next 30 Days)
Loading…
📚 Launch Training
Complete all 8 modules before your E&O purchase and Marketing Launch unlock. Each module takes 5–15 minutes.
🛡️ E&O Insurance
Errors & Omissions insurance protects you if a client claims you made a mistake in a transaction. Required before you can market yourself.
🔒
Complete Launch Training First
Finish all 8 training modules to unlock E&O purchase.
📣 Marketing Launch
Complete these steps to launch your real estate business. Unlock by finishing your training and E&O purchase.
Your 90-Day Goal
3 Contracts + 1 Closed Sale in 90 Days
🏠
Goal 1
1 Rental Contract
🔑
Goal 2
1 Purchase Contract
💰
Goal 3
1 Closed Sale
Started: — · Target: —
Launch Steps
1
Import Your Contacts
Get every person you know into one place — these are your first leads.
📱
iPhone
Export iCloud contacts as .vcf
🟢
Google
Export Google Contacts as .csv
🤖
Android
Export via Samsung/Google backup
Upload your exported contacts file (.vcf or .csv)
2
Upload Your Professional Headshot Required
A professional photo builds trust. Steps 3–5 are locked until you upload one.
📸 Need a headshot? JCPenney Portraits offers professional business photos. Find your nearest studio:
Upload headshot (JPG or PNG, professional business attire)
3
Review Your Outreach Email 🔒 Upload headshot first
Pre-written announcement letting your network know you're a licensed agent.
Subject Line:
Email Body:
4
Review Your Outreach Text Message
Short SMS to send to close contacts — personal and direct.
Text Message (160 chars max for standard SMS):
💡 Tip: Personalize each text with the recipient's name before sending. Use the Mass Text tool to send to your full list.
5
Send Your Outreach
Use the Mass Text and Mass Email tools to reach your full contact list at once.