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Today
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live
Good morning.
Needs you · before 9 AM
Your morning brief.
Quietly attentive · overnight signals
What happened while you slept.
Deal · Client
Side · Agent
Price
Waiting on
Next contingency
Next event · calendar
COE
Act
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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
From your daily briefing
Tasks.
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Notes.
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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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Active pipeline · — leads
Pipeline.
—In flight
—Expected this month
—Closing this week
—Tour → offer rate
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Automated follow-up · Editable cadences
Sequences.
Every step is editable. Each message is queued as a draft, ready for Sara to approve before sending — written in her voice, not a template.
New buyer · slow drip
62%Reply rate
Open house follow-up
78%Reply rate
Past client · annual check-in
41%Reply rate
Out-of-state buyer visit prep
84%Reply rate
Seller pre-listing nurture
56%Reply rate
Price-drop revival
71%Reply rate
Cold buyer · 90-day re-engage
22%Reply rate
Editing
SMS
Email
Email
Email
SMS
New buyer · slow drip
7 messages over 14 days. Pauses on reply. Drafts queued for Sara's approval each step. 62% reply rate (last 90 days).
1
Same day · within 5 min
"Welcome to Legacy. A short note from me, not a robot — I've already started looking at your saved searches…"
2
Day 1 · 8:00 AM
"Three properties worth your attention this morning — and one I think will sell by Friday…"
3
Day 3 · 10:00 AM
"Quick question while it's fresh — what would change in your life if you found the right home this summer?"
4
Day 5 · 11:00 AM
"How Murphys actually lives, off-season — a small thing buyers often miss…"
5
Day 8 · trigger
If 3+ saves on similar homes → "I'm spotting a pattern. Coffee this week?"
Year to date · Through May 12
Performance.
Closed volume · trailing 12 mo
$8.2M
21 transactions
Total sales to date
98
Since 2018
Average sale price
$392K
$39K – $1M range
Zillow rating
★ 5.0
7 reviews
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. 98 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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Your deals and offers
Deals and Offers.
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Leads.
Brokerage listings
Listings.
Agent
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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
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