✨ Agent Welcome Generator
Fill in a few details, drop in a headshot, and Back Boss builds two on-brand welcome graphics — an editorial cover and a magazine spread with a welcome blurb — ready to post or email.
Editing this agent — change what you need and regenerate.
The agent
Approving sets this agent's headshot and saves both graphics to their My Documents.
Headshot
📸
Drag & drop a headshot
or click to choose · JPG, PNG or WebP
A clean, well-lit studio headshot cuts out best. Busy backgrounds can leave rough edges.
Welcome copy — optional
Optional notes to guide the auto-draft (e.g. specialties, neighborhoods) can go in the blurb — nothing is invented.
Your welcome graphics
Your recent graphics
Your generated graphics will appear here.
Elite Living Realty · Recruiting
Recruit Recap.
Just finished an interview? Send the recruit a branded recap of everything we offer — tools, benefits, splits and their Elite Passport link — with a text so they know to look for it.
What this does
One recap. Every recruit.
Any admin can send this after an interview. Only the personal intro changes — the rest is the office's standard offer, so every recruit hears the same thing. The referring agent is copied on the email, and so are you; replies come back to you.
01
Add the recruit
Name, email, phone, the office they interviewed for and who referred them.
02
Make the intro yours
"Sara, it was great meeting you yesterday…" — the preview updates as you type.
03
Send
They get the branded recap email, then a short text telling them to check their inbox.
04
They join, it links up
A recap never creates an agent. When they finish onboarding, Back Boss links this recap to their new profile — no duplicates — and carries the referral over.
Recap template
What every recap says.
Add, remove, reorder or reword the items in each section — when you add a service, change a cap or open an office. Changes apply to every recap sent after you save; the preview shows them first. Empty a section completely to leave it out of the email.
Office tools
ItemSmall print (optional)
Benefits
ItemSmall print (optional)
Splits + caps
Big figureLabel
Up to 4 — they sit side by side in one row.
Onboarding checklist
What the recruit sends within 3 days.
Offices
The "Office interviewing for" list, and the email footer.
Preview
Unsaved changes, shown on a sample recruit.
New recruit
The only part that changes per recruit. Everything below it in the email is the standard recap.
Pre-filled with the Elite Passport link. Change it here if it ever moves — the next recap remembers it.
Sent right after the email goes out. Leave the phone blank to skip the text.
You're both already copied on the email. Texts go to the mobile number on each profile, and only after the email sends.
Preview
Text message
History
Recent recaps.
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Elite Living Realty · Office
Branded Email.
Welcome a new sponsor, thank a vendor, invite a partner. Pick who it's for, tell the AI what you want to say, then edit, preview and send — in the same look as our website and the interview recap.
Settings
Second sign-off.
Big sends can require another admin to approve them first. Leave blank to never require it.
Campaign
New campaign.
An event and everyone you're emailing about it. Every email you send for it is tracked here: who confirmed, who's pending, what they're sponsoring and whether they've paid.
e.g. Gold $1,000 · Silver $500. Sponsors pick one when they confirm, and the tracker fills in the amount.
Days after the send. After the last one, the owner gets an alert to follow up personally.
Campaigns
Events + sponsors.
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Campaign
Drafts
Drafts, approvals + scheduled.
Saved drafts are shared with every admin. Anything waiting on your approval, or scheduled to go out later, is here.
01 · Who it's for
Or ＋ add a new vendor who isn't on the list yet.
Each recipient gets their own email — {first_name} and {company} in the text are filled in for each one.
02 · Tell AI what to say
Already have a draft? Say what to change ("shorter", "mention parking") and draft again — it revises what's below.
03 · Edit
Blank line = new paragraph · lines starting with "- " become a list · **bold** · links starting with https:// are clickable. Your name and contact info are added at the bottom.
Their headshots and names show in the email. Leave empty to hide the section.
Date, time, location, sponsorship level… Leave empty to hide the box.
Each recipient gets their own one-tap link, plus "Can't make it". When they answer, you and the admins get an email and a push notification, and it shows under Recently sent.
Goes to each recipient's mobile. {first_name} and {confirm_link} are filled in for each one.
Approval uses the schedule time above if one is set; otherwise it sends as soon as they approve.
Preview
Text message
History
Recently sent.
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⚡ DEAL AUTOMATIONS
The office's client follow-up. Switch any automation off for everyone, put any message in the office's own words (English and Spanish), add new touches, and let the AI draft them. Agents keep their own switches on their dashboard, within what the office allows. Nothing changes for clients until you change something here.
OFFICE SWITCHES
Off here = off for every agent. A touch goes out only when the office and the agent both have it on.
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TEMPLATES
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EDIT TEMPLATE
Sent like the other past-client touches: in the agent's name, only while the agent has Past clients on, honouring unsubscribes, the 14-day cool-down and their text settings. Nothing dated before you save (or switch it back on) is sent.
The wire-fraud warning is always added to this email (and the closing-week text), whatever you write.
✨ AI editor
Tell the AI what to create or change. It works on the template that's open (both languages) and fills the form as a draft; nothing is saved until you press Save.
Press Preview (or edit a field) to see the email as clients get it.
The text message
PREVIEW
The text message
AGENTS USING DEAL AUTOMATIONS
Their own switches (granted in Agents → Deal Automations).
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AI SUITE BILLING
Agents who signed up for the AI Suite ($44/month, 6-month minimum). After an agent's first invoice is paid, set up their QuickBooks recurring payment, then mark it here.
Setting up a recurring payment — QuickBooks → Sales & Get Paid → Recurring payments → Create recurring payment. Customer: the one shown below. Product: Back Boss AI Suite. $44.00 monthly, first charge on the "Paid through" date. Send it to the agent to accept, then click Recurring set up.
Back Boss checks QuickBooks every morning for each month's charge; if none arrives within 10 days of the due date, the agent's AI Suite pauses until it does.
SUBSCRIPTIONS
Agent
Status
Signed
Paid through
Minimum ends
Recurring (QuickBooks)
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FREE SEATS
—
DOCUMENT AI
What the filing AI has learned, and how well it is doing
Auto-file accuracy
—
last 30 days
Active rules
—
in use by the classifier
Candidates
—
not enough evidence yet
Filings learned from
—
real AI corrections
🧠 WHAT IT HAS LEARNED
Earned from repeated filings — never hand-written. A rule only goes active once one
pattern has meant one document at least three times, or twice for two different agents.
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🔁 WHAT IT KEEPS GETTING WRONG
Its guess on the left, what you actually filed on the right. Repeats here become rules.
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📅 WEEKLY RUNS
The self-check runs Mondays and emails this report. Each row is one run.
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Welcome back.
You’re setting the standard for owner trust, portfolio performance, and operational excellence.
BROKER DASHBOARD
Elite Living Realty — Back Boss AI Admin
Pending Review
—
Awaiting approval
Closed MTD
—
This month
Active
—
In progress
Agents
—
Active agents
⏳ PENDING SUBMISSIONS
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📜 RECENT ACTIVITY
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ASSOCIATE ACCESS ACTIVITY
—
Signed In
Signed In
0
Last 7 Days
0
Last 30 Days
0
Total
0
Signed In
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🏠 DEALS SNAPSHOT
Loading recent deals...
🤝 ELIP LIVE SNAPSHOT
Quarter
—
Closed + Funded Pot
$0
Qualifying Agents
0
Payout / Agent
$0
Buy-In Total
$0
Prior Quarter Pot
$0
Prior Quarter Payout
$0
Prior Quarter Closed Deals
0
Buy-In Contributors: —
Prior Quarter Key: —
Quarter Milestone Broadcast Status
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CURRENT QUARTER REFERRAL DEALS
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ELIP PROGRAM
Quarter pot operations, qualifying members, and admin-only financial totals
📣 ELIP BROADCASTS — EMAILS & TEXTS TO THE OFFICE
💵 ELIP MARKETING BUDGET (NEW MODEL — FUNDS THE POT)
Publishing makes this the live pot for the division. Split evenly among members who did their marketing work this quarter.
✅ MEMBER ACTIVITY GATE (NEW MODEL — POST + CLIENT REVIEW)
Check Post (marketing post done) and Review (client review submitted), then Save. A member qualifies for the quarter only when both are checked. Lending is intentionally omitted here so it stays on its current model until you flip it.
Load members to set their quarterly activity.
CURRENT QUARTER
Quarter Key
—
Closed Pot Total
$0
Active Qualifying Agents
0
Payout / Agent
$0
Buy-In Total
$0
Prior Quarter Pot
$0
Prior Quarter Payout
$0
Prior Quarter Closed Deals
0
Buy-In Contributors: —
Prior Quarter Key: —
Quarter Milestone Broadcast Status
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ADMIN FINANCIALS
Total ELIP Commission$0
Finder Fee Total$0
Transferred to Pot$0
Retained by ELIP (Finder Fee - Pot)$0
JOJO ELIP REFERRAL TRACKING (EXCLUDED FROM OFFICE POT)
Closed Referrals
0
Broker Compensation
$0
50% Less $500
$0
JoJo Referral Commission
$0
$500 Fees
$0
Total Earned
$0
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PRIOR QUARTER HISTORY
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ELIP EXECUTIVE COMMAND CENTER
Pot Trend
—
Qualifying Trend
—
Conversion
—
Quarter Locked
No
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REFERRAL + MEMBERSHIP HEALTH SCORECARDS
Click any scorecard to broadcast branded ELIP email + SMS updates to active agents.
ONE-CLICK RECONCILIATION REPORT
Compares referrals, funded matches, and missing fields.
Run report to view reconciliation status.
Reconciliation report not loaded yet.
CURRENT QUARTER REFERRALS
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ALL ELIP REFERRALS - SEARCH + EDIT
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INACTIVE QUARTER REFERRALS
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ELIP AUTO-ROUTING AUDIT (VF COLLECTIVE → KEVIN)
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ELIP SCENARIO SIMULATOR
Enter values and click Run Scenario.
AUTOMATED QUARTER LOCK + SNAPSHOT
No lock action run yet.
Snapshot history will appear here.
ELIP QUALIFICATION AUDIT TRAIL
Loading ELIP membership audit log...
OPEN REFERRAL AGING WATCH
Loading open referral aging...
Loading aging queue...
CSV STATUS IMPORT (LENDER EXPORT)
Upload a CSV with columns like client_name/client_email/client_phone and deal_status.
Status mapping: Referred → referred, Working → application_started, Under Contract → under_contract, Closed/Funded → closed_funded, Cancelled → cancelled.
Use this for one-off edits without exporting/importing CSV.
NOTIFICATION SYSTEM TEST
Sends a live ELIP test broadcast through your current Resend/Twilio brokerage settings.
QUARTER EVENT BROADCAST (GHL WEBHOOK)
Sends quarter payout/event payload directly to the GHL Quarter Event webhook using Back Boss quarter totals.
ELITE LIVINGREALTY
Admin · Transactions
Review & approve.
Every agent's deal, handled with care.
—Active
—Submitted
—Volume
Transaction
Agent
Type
Phase
Status
Price
Closing
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AGENTS
Manage active/inactive agents, access, licenses, and cap progress
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INACTIVE AGENTS
0 inactive
No inactive agents
🧾 TAX ID VERIFICATION (YEAR END)
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Agents you ask get a pop-up in Back Boss they can't close until they enter and re-enter their SSN or EIN.
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📂 INTERNAL DOCUMENTS
Refresh ↻
Upload each agent's ICA agreement, W‑9, license and any other PDFs or images. They appear privately on that agent's dashboard — only that agent (and admins) can open them.
Select an agent to see their documents.
TC STAFF
Transaction coordinators who can be assigned on files. This list is separate from your sales agent roster.
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LENDERS
Lender logins for the Lender Portal (lender.html). An in-house lender can send a pre-approved buyer to any agent; any other lender only reaches the agents who add them under Lenders & Pre-Approvals.
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RECENT PRE-APPROVALS
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CONTACTS
Manage office/public and private agent contacts by industry.
CONTACTS HUB
Use the Contacts Hub for full contact management:
add/edit contacts, industry categories, public/private visibility, and admin CSV bulk uploads.
DOCUMENT RULES
Manage required documents per transaction profile
Document Name
Phase
Required
Condition
Sort
Actions
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CONFIGURATIONS
⚙️
COMING SOON
Checklist templates, transaction profiles, and custom fields
OFFICE POSTS
Admin can create, edit, delete, and moderate comments.
Loading posts...
Loading office posts...
OFFICE POST DELIVERY LOG
Per-agent delivery records for office post emails and texts.
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WELLNESS CONTESTS
Build a contest without a deploy. The board, the scoring and the recap all read this row.
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Generated
DOCUMENT CENTER
Back Agent style sections with admin upload/manage controls.
Admins can upload/manage
Total Active Docs: 0
Visible: 0
0 selected
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LEARNING VIDEOS
Create training sections and manage videos shown on the Learning page.
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COURSES
Build required onboarding courses: ordered lessons, a graded exam, and a completion certificate. Agents take these on the Courses page.
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COMPLETIONS
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CALENDAR
Admin-only event publishing and audience targeting.
PUBLISH EVENT
UPCOMING EVENTS
Month
Month View
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Today: Loading events...
Event List
Loading calendar events...
NOTIFICATION STATUS
Last dispatch results from notify-calendar-event for each event.
Events
0
Email Sent
0
SMS Sent
0
Failures
0
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CALENDAR DELIVERY LOG
Per-agent delivery records for calendar notification emails and texts.
Loading delivery log...
Event date
CAP LEDGER
Agent cap tracking and commission splits
CSV columns: address/ref, close date, gross, agent, broker, cap, TC, seller, buyer, other.
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GROWTH+
Native Growth+ memberships, revenue share, FLQA, and equity tracking.
Loading Growth+ summary...
Recompute updates revenue share, FLQA, equity awards, and monthly statement drafts.
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GROWTH+ STATEMENTS
Run recompute to generate statement drafts.
GROWTH+ MANUAL CONTROLS
Growth+ controls load after members are enrolled.
SYSTEMS HUB
Edit the Agent Systems Hub — the resource page agents see and that's embedded in GHL. Changes go live on refresh.
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New Section
New Card
Log Funded Loan — ELIP
Record a funded lending referral. This replaces the Google Sheet and instantly updates the ELIP pot.
ELIP REFERRAL CONTACTS
These contacts appear in the agents' “Refer A Client To ELIP” form for the selected division. Edits save instantly.
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QUARTER OVERVIEW
Pot (closed/funded)
—
Qualifying agents
—
Est. payout / agent
—
FUNDED LOAN DETAILS
Pick an open lending referral to close it out — or choose “New funded loan” if it was never logged as a referral.
The Net Rev column of the funding sheet — the whole commission on the loan, not our half. ELR’s half is worked out below and is what the pot is taken from. Entering the half here halves it twice and understates the pot.
ELR’s half: $0.00
→ pot contribution: $0.00
(half the net revenue, then $500 off, then 35% of what's left, capped at $1,500)
FUNDED DEALS
💸 Match a Gusto payment
Enter the amount + paid-on date, or paste the Gusto email — Back Boss finds the deal(s) whose payout matches and marks them confirmed.
📥 Auto-ingested Gusto payments
Emails forwarded from Gusto are auto-matched here.
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| Client | Agent | Funded | Deposit | Loan | Net rev | Payout | Pot | Gusto |
|---|---|---|---|---|---|---|---|---|
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RAISE INVOICE
Bill an agent, a vendor, or anyone else through QuickBooks. They get an emailed invoice with a card payment link; payment comes back automatically.
WHO IS THIS FOR
WHAT ARE THEY BEING BILLED FOR
Invoice total
$0.00
DETAILS
INVOICES RAISED HERE
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PAYMENTS OPS
Invoice lifecycle from approved funding requests through payout completion.
Loading payments ops queue...
Loading payment requests...
PAYMENT EVENT FEED
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ENROLL GROWTH+ AGENT
ADD GROWTH+ EQUITY AWARD
IMPORT HISTORICAL TRANSACTION LINES
Creates history-only lines. It does not create transaction files, documents, checklists, or active deals.
CO-BROKE PAYABLES
Bills you owe cooperating brokerages. Create the QuickBooks bill, then mark it paid once you've paid it out.
Loading co-broke payables…
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MEMBER PLANS
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CLICK2MAIL — PRINT & MAIL TEST BENCH (STAGE)
This is the engine behind Back Boss postcard mailings. Everything here runs on the Click2Mail STAGE account — nothing is physically mailed and nothing is charged. Going live is a separate, deliberate switch.
1 · CONNECTION & DIAGNOSTICS
Confirms the Click2Mail credentials work and probes the template / product endpoints. Read-only — creates nothing.
2 · DRY-RUN A POSTCARD FROM A TEMPLATE
Creates a job from a saved Click2Mail Job Template and attaches a one-person test list. With "Actually submit" OFF it stops before mailing (fully safe).
3 · POSTCARD ORDERS
Agent postcard orders paid through Back Boss. Paid orders mail automatically; if a mailing didn't go through (e.g. Click2Mail credit ran out), fix it and hit Resubmit.
Click Refresh to load orders.
| Date | Agent | Cards | Total | Status | Invoice |
|---|
SETTINGS
Everything Back Boss knows about your brokerage and every system it connects to. Sections are locked until you press Edit, and Save changes only that section. Every change is kept in a history, so anything can be put back.
Brokerage
Who you are, and where money is sent.
🏢 BROKERAGE PROFILE
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How the brokerage is named in birthday and anniversary messages. Leave any of these blank to fall back to the full brokerage name.
The contact name is only used on the 60/45/30-day plan-review reminders — never on a birthday or day-of anniversary message. Clear it to use “Book Time on the Calendar” instead.
🏦 BANKING & WIRE INSTRUCTIONS
Up to 3 payout accounts. They can be chosen in CDA workflows and are printed on disbursement instructions.
Account 1
Account 2
Account 3
Money & billing
Invoices, payments and who hears about them.
🧾 QUICKBOOKS & INVOICING
QuickBooks not connected yet.
🔔 ADMIN NOTIFICATIONS
Messaging
How Back Boss reaches agents and clients.
✉️ EMAIL (RESEND)
💬 TEXT MESSAGES (TWILIO)
Blank Account SID / From Number fall back to the server's saved Twilio settings.
🔗 GOHIGHLEVEL
Your GHL sub-account (location) id. Required for contact create + tagging.
Drip tags
Closing (filing) a transaction tags the client's GHL contact for the side the agent represents — only for sides each agent opted into. Point a GHL workflow at each tag.
Spanish (Español) — used instead of the English tag when the deal's client language is Spanish. Leave empty and Spanish-speaking clients get no drip for that side.
Applied when a lender sends an agent a pre-approval letter (only for agents who opt in under CRM Drips).
Where Deal Automations' lending check-up sends past clients (rate check, cash-out, pre-approval). Leave empty and the email asks them to reply for an introduction.
Where Deal Automations' insurance check-up sends past clients for a quote. Leave empty and the email asks them to reply for an introduction.
Social & celebrations
Anniversary and birthday posts, and the alerts that keep them running.
📣 SOCIAL MEDIA AUTO-POSTING
Anniversary and birthday cards post to Facebook, Instagram and LinkedIn. Tokens are never shown again after saving; leave a token box blank to keep the current one.
Public profile links for the celebration email footer. An icon is only shown for a network with a link here.
Backup hashtags, used only if the AI caption is unavailable. Normal posts get fresh hashtags written for each agent.
Meta — Facebook & Instagram
Not connected.
Leaving this blank keeps whatever is saved — it never clears it. To stop posting, use the Facebook/Instagram toggles above.
Blank keeps the saved value, same as the Page ID.
LinkedIn
Not connected.
Get this from
developer.linkedin.com → your app → Community Management API → token with the w_organization_social scope. LinkedIn tokens expire in ~60 days.
⏰ POST ALERTS & TOKEN REMINDERS
We notify you at the email + phone below when a token is about to expire, and whenever an anniversary post fails to go out (so nobody gets skipped).
🏁 CAP MILESTONE ALERTS
Email + text an agent at 40 / 60 / 80% of their cap, and a "You Capped!" celebration at 100% — once per milestone per cap cycle. Turn on only after seeding so current agents aren't retroactively notified.
Data & documents
Listing data and the paperwork Back Boss attaches for you.
🏠 MLS FEED
📄 DOCUMENTS
Used automatically for CDA/Disbursement packets when W9 is elected and no transaction-specific W9 exists. Tip: put the W9 in the Supabase Storage bucket
transaction-docs and paste its URL here.SIGN SERVICE
Admin-only: installer & pricing, inventory and check-outs, and every request filed. Agents see only their own orders.
🔗 INSTALLER CONSOLE
Where the installer picks up jobs, marks them done and uploads photo proof. They sign in with the installer email and password set below.
https://backbossai.com/sign-install.html
Open installer console asks for the installer's login. Open as admin uses your own access so you can see exactly what the installer sees while troubleshooting.
💬 INSTALLER MESSAGES
Private conversations between each agent and the sign installer, one per sign request. Waiting on installer counts messages he hasn't opened yet. A reply from here is sent as the office.
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🪧 SIGN SERVICE
In-app sign install & removal ordering with photo proof, map tracking, and monthly installer invoicing. Turn it on and choose which offices see the "Sign Service" menu item.
Comma-separated lowercase tokens matched against an agent's office (e.g.
dallas,dfw = the Dallas office only). Use all to show every office.Installer
Geocoded on save.
Creates the installer's Back Boss login right here — no Supabase needed. They sign in at
backbossai.com/sign-install.html with the email above + this password. Re-entering sets a new password.Opens the installer's console in a new tab using your admin access, so you can see exactly what the installer sees and help troubleshoot. Uses your own login — no installer password needed.
Pricing
Charged on install and removal alike. Supra boxes are never charged.
Needs QuickBooks Payments enabled on the Intuit side, or no invoice can be paid by card. With this on, a request carrying a charge is held and the installer is not notified until it clears.
Monthly invoice
Itemized invoice (base + materials + mileage) emails to the installer + these recipients on the invoice day each month. February invoices on its last day.
🪧 SIGN CHECK-OUT & INVENTORY
When a deal is filed while the agent still holds a brokerage sign, they’re red-flagged (can’t check out another). Day {warn} = email+text warning; day {charge} = the fee is recorded on their account.
Sign inventory (office + agent-owned)
Pick an agent to file a personal sign under them (tracked, not charged the $250).
Hold ⌘/Ctrl to pick agents who share this personal sign (e.g. Joseph + Cliff). They’ll all see it and can check it out.
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Signs currently out
Refresh ↻
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Red-flagged agents & fees
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🪧 SIGN REQUESTS — MANAGE / REASSIGN
Move a request to the correct agent (e.g. submitted under the wrong login), edit the need-by, or override status. Delete removes a request outright — use it for duplicates. Every change, deletions included, is logged.
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ORGANIZATION TREE
Office roots, team hierarchy, access controls, and team-tagged transaction rollups.
Active Teams
—
Team Leads
—
Team Members
—
Tagged Transactions
—
Office Roots
—
OFFICE ROOTS
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TEAM HIERARCHY
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ACCESS CONTROL ROLLUP
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