👥 Prospect & Contact Manager
Show per page
➕ Add New Deal / Prospect
👤 Contact Info
🏠 Property & Deal
🎯 Lead Coaching
🎂 Relationship Touchpoints
📅 Dates & Notes
⏱ Daily Activity Tracker
📅 Log Entry For
📞 Prospecting
The foundation — every call counts
📅 Appointments
🏠 Listings
💰 Transactions
💵 Income
🎯 Annual Goals
📊 Rollup Summary
📐 Key Ratios
Daily Activity Trend

Activity History

DateHrsDialsContactsLeadsApptsL.TakenClosedGross $Net $$/Hr$/Contact
📈 Analytics & Insights
Year-over-Year Net Commission
Source Performance (Deals vs Revenue)
Activity → Conversion Funnel
Monthly Activity: Contacts · Leads · Appointments

🏆 Top Closed Deals

NamePropertySale PriceNet CommissionSourceClose Date
🎯 Annual Goals & Tracking
Set Your Goals
📊 Progress Tracker
🔔 Follow-Up Scheduler
➕ Add Follow-Up
🔴 Overdue
📅 Due Today
📆 Upcoming
✅ Completed
🏠 Listing Presentation Tracker
📋 New Listing Appointment

All Listing Appointments

SellerAddressMLS #ApptPriceSourceOutcomePlan ProgressActions
📄 CMA Pre-Listing Package Generator
Fill in client details, market stats, and net sheet numbers — your full branded pre-listing package generates live and is ready to print.
👤 Client & Property
📊 Market Stats
🏘️ Comparable Properties (CMA Comps)
Add sold/active/pending comps — they appear in the printed package as a formatted table.
Address
Status
Bed/Bath
Sq Ft
Price ($)
DOM
💰 Seller Net Sheet — Low / High
Item
LOW ($)
HIGH ($)
Property Selling Price
Sale Price
Encumbrances (Loans)
First Loan
—
Second Loan
—
Estimated Closing Costs
Title Insurance
—
Escrow Fees ($1.95/$1k + $250)
—
Sub Escrow Fees
—
Buyer Broker Fee %
—
Seller Broker Fee %
—
Notary, Recording & Drawing
—
County Transfer Tax ($1.10/$1k)
—
Termite Inspection + Work
—
Natural Hazards Report
—
City Building Report
—
Home Warranty
—
Miscellaneous
—
Transaction Fee
—
Net to Seller — LOW
—
Net to Seller — HIGH
—
Live Preview
💼 Commission Disbursement Agreement
Fill out the form below, then print or send directly to Amir. All fees auto-calculate from the sale price and commission rate.
📋 Transaction Details
Total Gross Commission
—
👥 Contacts
Buyer
Seller
Escrow Officer
Title Co
💸 Fee Breakdown (Auto-Calculated)
Fee
Amount
ALX Transaction Fee
E&O Liability (1.5% of gross) auto
Compliance + Transaction Oversight
Transaction Coordinator (Marsi TC)
Pre-Sale Report / NHD
City Building Report
Sign Up / Admin Fee
Other / Miscellaneous
Agent Monthly Dues / Desk Fees
$0
$ /mo × month(s)
Paid by Escrow (exclude from deductions)
Agent Split
After Split
—
Total Fees Deducted
—
NET to Agent
—
Live Preview
📋 Saved CDAs
📊 Market Snapshot Engine Enter a property and comps to generate an instant market analysis
🏠 Subject Property
📐 Comparable Sales (up to 5)
✍️ Content Engine AI-powered emails, SMS, social posts & scripts
📋 Context
📧 Email Templates
💬 SMS Templates
Generated Content
✨ AI Write TEMPLATE
✍️
Ready to generate content
Fill in the context on the left, then click a content type to generate

Toggle ✨ AI Write for Claude to write it fresh
🛡️ Operations & Audit Dashboard Data health, compliance review, and system audit
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⚠️ Cloud save failed — your data is safe locally but not synced.
⚙️ Settings
🏢 Brokerage Information
👥 Agent Management
Add New Agent
📊 Monthly Billing Status
💳 Agent Monthly Dues / Desk Fees

Set each agent's monthly dues. These auto-fill into new CDAs and can be overridden per transaction.

🔐 Account Security

Need to change your password? We'll send a reset link to your login email.

🛠 Tools & Documents
📊
Market Snapshot Engine
Enter a property and comps → instant market analysis, price range, and strategy report
✍️
Content Engine
Auto-generate listing emails, SMS messages, social media posts, and market updates
🛡️
Operations & Audit
Data health dashboard, compliance gaps, missing info, overdue items, and system audit
📄
CMA Generator
Pre-listing package with comps, net sheet & market stats
💼
CDA Calculator
Commission disbursement agreement & fee breakdown
🏠
Listing Tracker
Track listing appointments & plan-of-action progress
💾
Backup / Export Data
Download a full JSON backup of all contacts, checklists, files, and settings
🌐
Publish Listing
Generate publish-ready HTML for your website and get Netlify deploy instructions
📊
Income Property Analysis
NOI, CAP rate, cash-on-cash return, GRM, and mortgage payment — instant investment analysis
🔨
Fix & Flip Calculator
Total investment, profit, ROI, annualized return, and 70% rule check for flip deals
♻️
BRRRR Strategy Calculator
Buy, Rehab, Rent, Refinance, Repeat — analyze cash pulled out, cash flow, and equity created
📊 Projected Income Analysis Investment property cash flow & return analysis
🏠 Property
⚙️ Key Assumptions
ALEXANDER LUX PROPERTIES · Cal BRE Lic # 02020288
PROJECTED INCOME ANALYSIS
—
Purchase Price:—
Down Payment:——
Loan Amount:—
Gross Scheduled Income:—
Vacancy Allowance:——
Gross Operating Income:—
Operating Expenses:——
Net Operating Income:——
Loan Payment (P/I only):——
GROSS SPENDABLE INCOME:——
Return On Cash—
Gross Rate Multiplier—
CAP Rate—
Information deemed reliable though not guaranteed. All rates and terms may vary. Consult your lender for more accurate rates specific to your qualification. All amounts shown are based on estimates. Buyer is advised to verify all information.
🔨 Fix & Flip Calculator Analyze profit, ROI, and the 70% rule on flip deals
🏠 Deal Info
💸 Costs
ALEXANDER LUX PROPERTIES · Cal BRE Lic # 02020288
FIX & FLIP ANALYSIS
—
ACQUISITION
Purchase Price—
Purchase Closing Costs—
Rehab / Renovation—
Total Money In—
SALE
After Repair Value (ARV)—
Selling Costs—
HOLDING COSTS
Monthly × 6 months—
NET PROFIT—
Return on Investment—
Annualized ROI—
70% RULE
Max Offer (ARV × 70% − Rehab)—
Purchase vs. Max Offer—
All projections are estimates only. Actual results will vary based on market conditions, actual rehab costs, and financing terms. Consult your contractor, lender, and tax advisor.
♻️ BRRRR Strategy Calculator Buy · Rehab · Rent · Refinance · Repeat
🏠 Acquisition & Rehab
💰 Refinance
🏘️ Rental Income
ALEXANDER LUX PROPERTIES · Cal BRE Lic # 02020288
BRRRR STRATEGY ANALYSIS
—
TOTAL MONEY IN
Purchase Price—
Rehab Cost—
Total Capital Deployed—
REFINANCE
After Repair Value (ARV)—
New Loan Amount (ARV × LTV)—
Cash Pulled Out—
Cash Left In Deal—
MONTHLY CASH FLOW
Gross Rent—
Vacancy Loss—
Operating Expenses—
New Mortgage Payment—
Monthly Cash Flow—
Cash-on-Cash Return—
Equity Created at Purchase—
Projections are estimates only. Refinance amount subject to lender approval and appraisal. Actual cash flow, returns, and equity may vary. Consult your lender, tax advisor, and financial planner.
🏡 Sales Flier Builder Drag-and-drop photos, AI-generated description, branded print-ready flier
📋 Listing Details
✨ AI Description
Fill in address, price, beds, and highlights above, then let Claude write your description
📸 Photos
📷
Drag & drop photos here
or click to browse
Up to 6 photos · JPG, PNG, WEBP
Live Preview
🏡
Your flier preview will appear here
Fill in the details on the left to get started
🌐 Website Leads Inquiries submitted from alexanderluxproperties.com
⏳ Loading leads...
📈 Reports & Analytics
📊
Analytics
Year-over-year performance, source breakdown, conversion funnel
⏱
Activity Tracker
Daily prospecting log with rollup charts
🎯
Goals
Annual goals and YTD progress tracking
🖨️
Production Report
MTD / YTD printable agent report — closings, GCI, activity vs. goals
📖 Script Library
🎯 Today's Priority Contacts
🔍 Duplicate Manager

Automatically detects potential duplicate contacts based on name similarity, phone, and email matches.

📋 Import History

A record of every batch import you've run, including how many contacts were saved to the cloud.

📥

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💰 Tax & Finance Dashboard
Track income, expenses, and estimated taxes — all in one place.
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🏆 Sales Board
Closings, commissions, and saved CDAs
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🐛 QA & Bug Repair Log Track issues — paste straight into Claude for fixes
📞 Mojo Dialer Lead Import Move leads from Mojo → CRM without double entry
Quick Add — Manual Entry

Add leads one at a time as you prospect live.

Paste Parser — Copy from Mojo

Paste contact info from Mojo (name, phone, address in any format). We'll extract what we can and fill the form above.

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