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Pulling your morning brief…
Your drafts awaiting approval will appear here in a moment.
Sara
Today
Today
Today
Pipeline value
—
deals in flight
Commission in escrow
—
under contract
New leads
—
came in today
In escrow
—
deals under contract
Active clients
—
on the books
Deadlines
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Today
—Loading your day…
Deals in motion
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live
Good morning.
Needs you · before 9 AM
Your morning brief.
Deal · Client
Side · Agent
Price
Waiting on
Next contingency
Next event · calendar
COE
Act
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While you were away · signals, texts & calls
What's happening.
Day list
Your day list.
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Total
Tallying…
Yesterday at a glance
—Emails sent
—AI drafts
—Showings led
—New leads
—Pipeline added
—Inbox handled
Tell Cowork · reads into tomorrow's briefing
Cowork
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Recently told Cowork
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Select a lead from the left to see their conversation and history.
Everyone who reached out
Messages
Every inbound message in one place — texts to your Legacy number, questions from a curated list, and portal replies. Tap anyone to reply by text or email right here; unknown numbers can be triaged into a lead.
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The pipeline · what to touch today
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Drag a card to move the deal
Amber bar on a card = it has sat in this column too long
Commission in escrow
—
on deals under contract
In flight
—
value across the board
New leads
—
not yet worked
Avg time in stage
—
across deals on the board
This week
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Booked this week
—
events + deadlines
Showings
—
tours this week
Deadlines
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dated, not movable
Free day
—
nothing booked
Showcase
Pick which of your listings appear on your public case-study page at /showcase — the link your cold outreach emails point to. Check the ones to include, mark one as the Hero, set the order, and add a one-line story. Listings with their own marketing page link to it; the rest send the reader to a sample seller portal.
ShowListingHeroGroupOrderOne-line storyOwn page (optional)
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Year to date · Through May 12
Performance
Sold volume · MLS
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Transactions · MLS
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Average sold price
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Tracked in this CRM
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Where your business comes from
Last 12 months · closings traced to how each client first found you
Closed volume by month
2026 YTD · $M
JanFebMarAprMay*
Funnel · trailing 90 days
— leads in · — closes out
New leads—
Recent closings
Last six transactions
Date
Property
Side
Sale price
May 6, 2026
6640 Railroad Flat Rd · Mountain Ranch
Listing
$1,000,000
May 6, 2026
10282 Piney Creek Rd · Coulterville
Buyer
$130,000
Jan 6, 2026
208 Raccoon Hollow Loop · Copperopolis
Buyer
$422,500
Jan 5, 2026
581 Dawn Dr · Manteca
Listing
$480,000
Nov 20, 2025
667 S Main St · Angels Camp
Listing
$485,000
— Pulled from Zillow profile. 107 closings to date.
Curated Search & Story Push
Collections
Pick a collection on the left, or start a new one, to begin curating. Open it and use “Add listings” to search the MLS and pick homes in.
Broker oversight · Legacy Properties
The brokerage
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By stage · in escrow, offers, on market
Deals
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Documents · one copy, shared as often as you like
Documents
Email or forward a document to the address below and it lands here within about fifteen minutes. Then share it to a deal and choose who may read it. The file is stored once — when a buyer comes along later, share the same document again rather than sending it a second time.
Send documents to
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Bulk email · sequences · approvals
Outreach
Send a newsletter, an update, or the latest Ledger to a whole segment. Anyone who's unsubscribed or marked do-not-contact is skipped automatically, and every message carries a one-click unsubscribe link.
Counting…
Pick a sequence.
Every step is queued as a draft for your approval — nothing is sent until you read it and press send. Someone already in a sequence is left alone rather than restarted on a different one.
Sending…
Emails send from your verified Legacy Properties address in batches. Large lists take a minute — keep this tab open until it finishes. Every send is logged to the contact's thread.
Expired Listing outreach — import a skip-traced list
Paste the CSV export (Street Address, City, Emails, Phones). I create the leads, skip rows with no email, flag anyone already in your CRM (so an existing contact is never cold-mailed), and enroll the rest in the 4-email Expired sequence. Every email waits for your approval unless you tick Approve the first email only below, and the sequence stops on any reply.
Emails waiting for your approval
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Sending on their own
Where it stands
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Past sends
Every bulk email and sequence step (emails and texts), and what happened to each person. Delivered and Opened only appear once Resend reports back; anything older just reads Sent. Opens are a hint (iPhones open every email automatically) — replies and clicks are the real signal.
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Every step is editable. Each one is your exact words, your words personalized by AI for each person, or written fresh by AI from your instruction. Each message waits for your approval — or, if you start a sequence with Approve the first email only, only Email 1 does.
Editing
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Email preview
Sequence preview
Contacts
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0 selected
Which deal?
NameStageContactedRepliedOpenedSource
Click a name to open their full profile.
Every deal, one table
All deals
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Your account
Settings
Signed in as
This is the account the CRM is showing. Everything on your Today, Inbox, and Pipeline is scoped to you.
Name—
Email—
Role—
DRE #—
Phone—
Connect email
Link a Gmail inbox so texts and calls aren't the only thing showing up in Recent Communications — inbound mail from a matched lead lands there too. Read-only access; nothing is ever sent from here.
Sara
Checking…
James
Checking…
Tools
The same actions live in the left sidebar under “Import.” They’re gathered here too.
Session
Sign out to switch to a different agent’s account, or to sign in as a client.