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.
📥
No imports yet
💰 Tax & Finance Dashboard
Track income, expenses, and estimated taxes — all in one place.
➕ Add Expense
Meals auto-set to 50% deductible per IRS rules
🚗 Log a Trip
☁️
Drop tax documents here
1099-NEC · 1098 · Property tax bills · Receipts — PDF or image
📋 Parsed Documents
🏦
Upload Bank or Credit Card Statement
CSV · PDF · XLS/XLSX — bank statements, credit card statements
Statement Details
📂 Uploaded Statements0 statements
🧾 Extracted Expenses
to
⚠️ 0 transactions need category review.
⚖️ Expense categories are for bookkeeping organization only. Final tax treatment should be reviewed with a licensed tax professional.
⚡ Quick Log
What happened?
0 selected
📥 Import Contacts
Upload a .vcf (vCard) or .csv file from your phone or computer
How to export contacts from your phone: iPhone: Contacts app → select contacts → Share → AirDrop or email yourself the .vcf file Android: Contacts app → Menu → Export → save .vcf to phone storage, then transfer to computer Google Contacts: contacts.google.com → Export → vCard (.vcf) or Google CSV
🏆 Closings / Trust Sheet
All closed transactions — commissions, fees, splits
Loading closings…
Log Closing
🐛 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.
CSV Import from Mojo Export
In Mojo: Lists → Export → CSV. Upload that file here.
Expected columns: First Name, Last Name, Phone, Address, City, State, Zip, Email
Zapier / n8n / Webhook Integration
Connect Mojo → Zapier → ProspectKing so new Mojo dispositions appear in your CRM automatically.
In Mojo: Settings → Integrations → Zapier → Connect
In Zapier: New Zap → Trigger: Mojo "New Disposition" → Action: Webhooks by Zapier → POST
Set the webhook URL to your CRM endpoint (below)
Map fields: First Name, Last Name, Phone, Address, Email