Seven surfaces. One voice. The Legacy platform replaces Follow Up Boss and Ylopo with a quietly attentive system — public site, IDX, consumer feed, agent desk, calendar, and seller portal — all built around how Sara already works.
Each one is a self-contained product, designed to feel like the others. Open any of them — they're real working prototypes.
The editorial face of Legacy — hero, featured residence, communities, the Ledger, testimonials. Built to feel like Auberge, not Zillow.
View IIMap + list, side-by-side. Hand-drawn topographic map of Gold Country with custom price-tab pins. Filterable, sortable, and quietly personal.
View IIISara writes the overview, in her own voice, like a magazine feature. Schedule a tour, view the wine cellar facts, run the mortgage — all without leaving.
View IVBuyer-side: saved homes, tours, message thread with Sara, tomorrow's digest, alert rules. A daily check-in that earns its place.
View VWhere Sara lives. Smart inbox with AI-drafted replies awaiting approval, pipeline kanban, week calendar, sequences, reports. Replaces Follow Up Boss + Ylopo.
View VIPatricia logs in and sees: her listing's performance, offers as they arrive, the comp set, the checklist, Sara's note. Transparent, not noisy.
View VIITeam setup, James handoff rules, brand assets, MLS feeds, sequence library, billing. Stubbed for v1.1.
SoonThe platform's intelligence is in the background. Every message a buyer or seller receives is from Sara — never a generic drip, never a chat-bot. The AI writes drafts; Sara approves; clients feel the relationship.
Every reply, follow-up, or sequence step is generated as a draft and held for Sara's review. She can edit, regenerate, or send as-is. Nothing leaves without her.
Every draft cites the signals it used — "pulled from your calendar" / "based on a call note from Mon." Highlighted phrases are hover-explainable. Trust is engineered in.
No drip blasts. Outreach fires only when a specific, observed behavior meets a rule (price-drop on a saved home, 3+ saves in a category, 14d silence on an active lead).
Follow Up Boss handles your inbox. Ylopo runs the ads and feed. Neither knows about the other. Legacy puts them in one room, and adds the parts they don't do well — the seller portal, the editorial voice, the personal pace.
v1.0 is what you see. v1.1 and v1.2 round out the platform around the same voice. Pace your call.
The CRM is loaded with realistic state — 14 leads, 7 calendar events, two live offers on the Sutter listing.