Overview
GT
Welcome back, Trudi 👋
Saturday, September 12, 2026
✨
"She believed she could, so she did."
Trudi's Hub · Truly Perfect Homes
Closed Deals
125
All-time SOIPipeline Value
$—
Enter deals to trackActive Contacts
98
Prime: 20Total Database
1,217
Your sphereRecent Activity
Your activity will show here as you work deals, contacts, and CMAs.
✨ Inspiration Review
Approve quotes and short posts Trudi can use for social captions, texts, or client touches. Approved items stay saved for later.
"Every client is a family helping another family find home."
Ready for review
Contacts
Loading your contacts…
| Name | Spouse | Phone | Address | Status | ||
|---|---|---|---|---|---|---|
| No contacts yet — click ⬆ Import CSV to load your database. | ||||||
Work Your Clients
Your Sphere of Influence playbook — turn past clients & contacts into repeat business and referrals
📘
SOI Presentation — Sphere of Influence Playbook
40-page guide on working your sphere, staying top-of-mind, and generating referrals from people who already know you.
Deal Pipeline
Drag deals between stages as they progress
Open Pipeline
$0
Active deals (not closed/lost)
Under Contract
$0
Close to the finish line
Total Deals
0
Across all stages
Closed Won
0
Deals under contract
Powered by Rentcast · Public Records
Enter an address.
We handle the rest.
We handle the rest.
Type any Michigan property address. We pull the data, run the comps, and generate a complete CMA — branded to you.
Search Radius
Connected to property database
⚙️
Building Your CMA
📍 Verifying address
🏠 Pulling property records
💰 Fetching AVM estimate
📊 Gathering comparable sales
✨ Building your report
Documents
Your private files — only your signed-in account can see them
| Name | Folder | Size | Added | |
|---|---|---|---|---|
| Sign in to see your documents. | ||||
Past Sales
Your closed transactions — add commission and link to contacts
Total Sales Volume
$0
0 closed deals
Total Commission
$0
From commissions you’ve entered
Buyer / Seller Split
0 / 0
Represented sides
No sales yet — click + Add Sale to log one.
Trudi's Guides & Roadmap
Finished client-facing PDFs plus the seller journey Trudi can walk people through.
🏡
Ready to share
Listing Presentation
Trudi's branded listing presentation for seller conversations and pre-listing follow-up.
📍
Ready to share
Seller Roadmap
The step-by-step seller path from first conversation to closing day.
✅
Ready to share
Seller Checklist
Prep list for sellers before photos, showings, and launch.
🔎
Ready to share
Comparison Sheet
Simple side-by-side helper for reviewing homes, offers, or listing options with clients.
Seller Roadmap
1. Prep
Walkthrough, repairs, staging notes, seller checklist.
2. Price
CMA, neighborhood comps, pricing strategy, net expectations.
3. Launch
Photos, MLS, social, showing plan, listing presentation follow-up.
4. Manage
Showings, feedback, offer review, negotiation notes.
5. Close
Inspection, appraisal, title, clear to close, closing day.
6. Aftercare
Thank-you, referral ask, review request, future check-in reminder.
Client Reminders
Set follow-up reminders tied to a contact. These are Trudi-facing reminders, not fake demo automations.
Reports
Reports are cleared until Trudi has real activity to report.
📊
No reports yet
As Trudi adds deals, reminders, contacts, and closed sales, this page will turn into a real performance view.
Tasks & Reminders
Appointment reminders, reach-out tasks, and contact notes — never drop a client again
🗓 Calendar
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Shows your tasks, reminders, and deal dates (inspection deadlines, CTC, closings). Click a day to see details.
🔔 Client Reminders — create
🔔 Client Reminders — saved
📅 Upcoming Appointments
No appointments yet. Add the first real appointment when Trudi is ready.
⏰ Reach-Out Reminders
📝 Contact Notes
Every note and reminder ties back to a contact. Add a note, set a reminder to reach out.
No notes yet. Search a contact above, add a note, and set a reminder.
Tax & Expenses
Stay ahead of taxes and track every deductible dollar — built for 1099 agents
The 30% Rule
As a 1099 agent, taxes aren't withheld from your commission checks. The safe move: set aside 30% of every commission the day it hits. Enter a commission below to see exactly what to save and what's yours to keep.
🧮 Commission Tax Calculator
Set Aside for Taxes
$0
Yours to Keep
$0
Est. Quarterly Payment
$0
📆 Quarterly Tax Due Dates (2026)
Q1 (Jan–Mar)April 15, 2026
Q2 (Apr–May)June 15, 2026
Q3 (Jun–Aug)Sept 15, 2026
Q4 (Sep–Dec)Jan 15, 2027
Set a reminder 1 week before each. We'll ping you automatically.
🚗 Mileage & Expense Tracking
Every mile you drive for real estate is deductible (2026 IRS rate: 67¢/mile). Recommended apps that auto-track:
MileIQAuto GPS tracking · $5.99/mo
StrideFree · mileage + expenses
EverlanceAuto-classify trips · free tier
QuickBooks SEMileage + quarterly est. · $15/mo
✅ Common Agent Deductions Checklist
• Vehicle mileage
• MLS & board dues
• License renewal
• E&O insurance
• Marketing & signage
• MLS & board dues
• License renewal
• E&O insurance
• Marketing & signage
• Photography/staging
• Client gifts (up to $25)
• Phone & internet
• Software (like this!)
• Home office
• Client gifts (up to $25)
• Phone & internet
• Software (like this!)
• Home office
• CE courses & coaching
• Business meals (50%)
• Open house supplies
• Lockboxes
• CRM & lead gen
• Business meals (50%)
• Open house supplies
• Lockboxes
• CRM & lead gen
Not tax advice — confirm with your CPA. This is a starting checklist to keep receipts for.
✨ Daily Inspiration
30 quotes ready — approve the ones you love, trash the rest