YTD Volume
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— closed transactions
YTD Earned
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gross commission income
Active Files
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transactions in progress
Pending Payments (0)
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CAP TRACKER
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$0
0%
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Paid to Broker
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Remaining to Cap
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Your Current Split
Local Posts
Latest office updates
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Calendar
Upcoming events
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Coaching Money Received
$0
0 coach payout entries
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Agent Referral Income
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0 referral payout entries
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ELIP REFERRAL PROGRAM - LENDING | Current Quarter
Projected Pot Balance
$0
Closed + Funded Pot
$0
Active Qualifying Agents
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Payout / Qualifying Agent
$0
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Tap any scorecard to see what it means for your ELIP path.
Quarter Referral Feed
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My ELIP Referral History (All Quarters)
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ACTIVE TRANSACTIONS
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ASSOCIATE ACCESS ACTIVITY
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QUICK ACTIONS
RECENT ACTIVITY
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📂 MY DOCUMENTS
Open My Documents »
Your ICA agreement, W‑9, license and other brokerage documents. Tap any card to view or download.
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OFFICE POSTS
Admins can post globally or by office. Agents can post office updates.
OFFICE ANNOUNCEMENTS
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MY CRM DRIP CAMPAIGNS
Choose which represented sides should auto-enroll your client into a GoHighLevel drip when a deal is filed.
EN ESPAÑOL — SPANISH-SPEAKING CLIENTS
You can be on both. Each deal is marked English or Spanish when it's created, and the client gets only the drip in their language.
Your office sets up the actual drip automations in GoHighLevel. If a side here doesn't have a drip configured yet, nothing happens for that side until it's set up.
⚡ DEAL AUTOMATIONS
Your deals run themselves. When a deal goes under contract, a week before closing, the day after it closes, and before every deadline, Back Boss does the next step for you, in your name and on the Elite Living look. Checked every hour, 9am to 6pm. Nothing is ever sent for a deal from before you turned an automation on.
COMING UP · NEXT 30 DAYS
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AUTOMATIONS
When a deal goes under contract
Contract kickoff
- Builds the deal’s AI task plan in Tasks
- Emails and texts your TC the kickoff with every date
- Sends your client a “what happens next” email with their timeline
7 days before closing
Closing week
- Sends your client their closing checklist
- Warns them about wire fraud before closing
- Lets you know it went out
The day after a deal or lease is filed
Closed & thank you
- Thanks your client for trusting you
- Asks for a review with your review link
- Lets you know it went out
2 days before a deadline
Deadline alerts
- Option period ending
- Financing deadline
- Email and text to you, never to the client
After the thank-you, for years
Past clients
Stay in touch with everyone you've closed with, in your name. Each person has an unsubscribe link, and anyone who unsubscribed from your newsletter is skipped. Turning this on never sends a backlog: each client hears from you on their next real date.
Lease anniversary
Under the Home anniversary switch: landlords get a yearly rental check-up, tenants a move-in anniversary after their first year.
Under the Home anniversary switch: landlords get a yearly rental check-up, tenants a move-in anniversary after their first year.
Your past clients
Your deals marked Filed here, anyone you add by hand, and the people tagged as past clients in your own GoHighLevel (brought in by Voss daily). Voss tags every past client "jojo cliff closed" in your GoHighLevel. Take anyone off and they'll never be added back.
+ Add a past client by hand
For a closing that never went through Back Boss (a builder's DocuSign contract, an older deal).
Sale deals where you represent the buyer or the seller. Clients are the buyer or seller contacts on the deal's parties.
HOW IT SENDS
ACTIVITY
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📰 CLIENT NEWSLETTER
A monthly or quarterly email to your clients, written with AI in your voice, with a market update for each client's own ZIP code from the MLS. It's drafted for you on the 1st — nothing goes out until you preview it and press Send.
SETTINGS
Photo across the top Your own photograph for the banner at the top of every edition. It's cropped to a wide banner for you; a landscape photo with the home in the middle works best. Leave it as is for the default.
![Newsletter banner photo]()
Your market areas ZIP codes or cities, up to 8. Each area gets its own MLS numbers, homes, local news and market write-up, and each client gets the area they live in (clients outside all of them get your first area). Leave empty to use each client's own ZIP.
Your social links Shown under your name in every newsletter, from your profile. Without any, the brokerage's are used.
Neighborhood card A card only clients in these ZIP codes see, e.g. "Be in the know: subscribe to Midway Hollow Insider". Everyone else never sees it.
CONTACT LISTS
Upload a list of people to send an edition to, besides your clients: past open-house guests, your sphere, a lead list. Save it from Excel or Google Sheets as a .csv with an Email column (First name, Last name and ZIP are used when they're there). Up to 1,500 people per list. Anyone who unsubscribes is never emailed again, whichever list they're on.
EDITIONS
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WEBSITE SIGN-UPS
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🏦 LENDERS & PRE-APPROVALS
Pre-approved buyers your lenders send you, the lenders you work with, and a one-step way to start a buyer deal with just the client's contact info.
PRE-APPROVED BUYERS
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QUICK START A BUYER DEAL
Starts a draft buyer transaction with only the client's contact info — no property yet. Add the pre-approval letter now if you have it; you can fill in the rest from the transaction later.
MY LENDERS
The lenders you work with — add as many as you like. A lender can only send you pre-approved buyers once they're on your list; remove them and their access ends. The in-house lender can always send to you.
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ADD LENDERS
Pick from the brokerage's lenders and saved lender contacts — tick as many as you need — or add someone new below.
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Not on the list? Add a new lender
🛠️ AI Repair Request — Auto
Type your repairs, drop in the inspection report, and Back Boss builds a branded, closing-ready exhibit — every item matched to its finding in the report, with the citation and the inspector's photos.
The exhibit
Attaches to the contract as “Exhibit A” (use B, C… for more).
Who it's for
Inspection report
These build the report's header line for you — no need to write it out.
📄
Drag & drop the inspection PDF
or click to choose · PDF only
The repairs
0 items · each line becomes one numbered item, matched to the report.
Your recent exhibits
Your generated exhibits will appear here.
📑 Offer Desk
Drop in the offers. Back Boss reads the terms out of each contract and lays them side by side for your seller — or drafts the cover email when you're the one presenting. It reports what the contract says; the advice stays with you.
Which side are you on?
The property
Heads the sheet — "Prepared for …" — on screen, in print, and on the link you send them.
The offers
One packet per offer — contract, addenda and receipts in a single PDF. Drop several at once and they fill the slots in order. Anything it can't read is reported as not found, never guessed.
Net to seller — your numbers
Enter your side only. When the seller is also paying the buyer's agent, that comes off the contract itself (paragraph 12A(1)(b)) and is deducted separately — putting a combined figure here would charge your seller for the buyer's side twice. Leave either box blank to leave it out. Payoff, taxes and prorations are never included.
📖 Consultation Studio
The listing presentation and the buyer consultation, as one magazine. Pull the live MLS record, and Back Boss writes the copy into the brokerage's own layout with your client's name on the cover. You edit the words; the design never moves.
What are you presenting?
Who is it for?
This is what makes it theirs — it goes on the cover and through the copy.
Where the details come from
Searches your brokerage's own MLS feed across every board it covers, including sold records — a listing presentation is usually written for a house that isn't on the market, and the last closed record is where its photography lives.
The pricing analysis
Either way you get three scenarios — aggressive, strategic, conservative — each with a number, an expected timeline and an honest tradeoff. Every figure is editable before you present it, and once you change one, rewriting the copy will not put the old number back.
Your logo — optional
Sits at the head of the cover. A white or light logo on transparent PNG reads best against the photography. Your headshot, bio and contact details come from your profile — edit the bio below and it updates everywhere, not just here.
Photography — optional
📷
Add your own photographs
drag & drop or click · JPG, PNG or WEBP · up to 12
Yours come first — the opening frame is the cover — and any MLS photography follows. For a house that isn't listed yet this is the whole magazine, so shoot it wide and in daylight. They're stored privately and only ever reached through short-lived links.
What's been updated — and in what?
Say what was done, when, and what it was done in — quartz, tile, shingle, the make of the units. Nothing in the MLS or the tax roll knows about work finished last spring, so if it isn't written here it will not appear in the magazine. Say what's dated too: the copy then writes about the space and the light rather than implying a kitchen is something it isn't.
Anything to bring out — optional
Facts only. Nothing here is written up as a claim the record doesn't support.
🗺️ Open House Tour Sheet
Upload a Matrix MLS PDF of the day's open houses. Back Boss extracts the listings, builds an optimized driving route with a street map and QR codes, and emails you a branded tour sheet with a download link.
Your details
Co-agent — optional · added to the sheet alongside you
Matrix MLS PDF *
📄
Drag & drop the Matrix PDF
or click to choose · the full open-house export
The full open-house export from Matrix. Large files are fine.
Agent / team photo — optional
📸
Drag & drop a photo
or click to choose · leave blank for the default team photo
Recent tour sheets
Your generated tour sheets will appear here.
How it works
Back Boss reads your Matrix open-house export, smart-routes the stops by open time & proximity, and builds a branded Word tour sheet with a street map and a QR code per listing. It's emailed to you and available to download here. Generation can take up to a minute.
OFFER INSTRUCTIONS
Build the Offer Instructions sheet you upload to MLS — the one that tells a buyer's agent exactly how to submit on your listing. Title companies and escrow officers come from your brokerage's contacts, so the picker is always current.
1 · LISTING
2 · LISTING AGENTS
You are on the sheet by default. Everyone listed here is named as a person to send the offer to; licence, phone and email come from each agent's Back Boss profile.
3 · TITLE & ESCROW
4 · SELLER PREFERENCES
5 · OPTIONAL SECTIONS
Only a section you open and fill in is printed.
🏡 Leaseback▾
⚡ Multiple offers▾
🧾 Survey · HOA · exclusions▾
6 · HOW TO SUBMIT
Defaults to your brokerage's office email. Leave blank to print no CC line.
YOUR RECENT SHEETS
Your saved sheets will appear here.
PROPERTY FLYER GENERATOR
Drop in your photos and the MLS PDF, then hit Generate Flyer — Back Boss reads the sheet, writes the copy, and lays out a print-ready one page (PDF + JPG). Everything below is editable if you want to fine-tune.
1 · LISTING DATA
Upload MLS PDF ↑Optional — upload a Matrix PDF to auto-fill the fields below, or fill them in manually. You can edit everything.
2 · PHOTOS
The house shot. High-res wins — MLS PDF exports print soft.
3 · BRANDING
Defaults to your Back Boss profile photo. Upload to override.
Defaults to the brokerage logo. Elite Living Realty + license always shows in the footer (TREC).
4 · MARKETING COPY
✨ Generate with AIGenerate a draft from the listing data (Fair-Housing checked), then edit anything before rendering.
5 · GENERATE
One click runs the whole thing: reads the MLS PDF (if attached), writes the copy, and renders the page. Re-click after editing any field to re-render.
MY FLYERS
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CALENDAR
Your office events, training, and meetings in one place.
OFFICE CALENDAR
Never miss what matters
See what is happening across the brokerage
Tap a day or an event to open details, register when available, and add training to your own calendar with the link below.
Add this calendar to Google, Outlook or Apple
Syncing your profile-based calendar subscription...
Syncing your deal-date calendar subscription...
Month
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Upcoming
Select an event for full details and RSVP
Today
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✅ TASKS
Everything on your plate in one list — your own to-dos, the tasks on each deal, and the checklist items from your active transactions. Let AI lay out a deal's days from its key dates.
✨ AI deal plan
MY LIST
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🎯 GOAL PLANNER
Set your income goal and we'll turn it into a real game plan — the deals, calls, and weekly pace it takes to hit it, measured against your live production. Log your outreach and we'll keep you on track.
Enter your numbers to build your plan →
YOUR NUMBERS
$
$
%
$
%
calls → convos
%
convos → appts
%
appts → deals
%
$
ON TRACK FOR
$0
of your $0 goal
—
Closed $0 (0)
Under contract $0 (0)
0% of goal
YOUR OUTREACH THIS WEEK —
Calls this week
0 of 0
This month
0 of 0 calls
Other outreach: 0 this month · 0 this week
0
Deals to hit goal
0
Buyer deals
0
Seller deals
0
Calls / month
0
Calls / week
$0
Sales volume needed
WHERE YOU STAND —
Left to goal
$0
Deals still to close
0
Calls / week to catch up
0
YOUR REAL TAKE-HOME
GCI (gross)
$0
NCI (your income)
$0
After taxes
$0
After taxes + marketing
$0
Your $ / deal
$0
GOAL LEVELS — what each income target takes
| Level | NCI (your income) | GCI (gross) | After taxes | Deals | Calls / wk |
|---|
Your goal row is highlighted. NCI is your take after the brokerage split; GCI is what your deals gross before it.
AGENT CONCIERGE HUB
Commission Advance — coming soon
Commission Advance / Now
We are building a way for agents to request a commission advance on active transactions — once you are under contract, right here in Back Boss AI.
This area will stay visible so you know what is on the roadmap. It is not live yet; there is nothing to click or submit today.
Questions or interest? Mention Agent Concierge Hub or Commission Advance to your broker or admin so we can gauge demand and pilot timing.
ELR RESOURCES
Agent resources embedded in Back Boss AI.
Elite Living Investment Partners
Refer A Client To ELIP
Send a client to lending, insurance, or title — every referral grows the pot you share in. You're referring as you.
1 · What kind of referral?
2 · Your client
Lending referrals route through our lending pipeline as they do today. Insurance & title are tracked in Back Boss and instantly notify the whole office as the pot grows.
ELR CLIENT PORTAL
Internal client portal hub embedded in Back Boss AI.
OPS REQUEST
Submit an operations request to the Back Boss team.
LOG FUNDED LOAN — ELIP
When a lending referral closes and funds, log it here. This replaces the Google Sheet and instantly updates the ELIP pot.
QUARTER OVERVIEW
Pot (closed/funded)
—
Qualifying agents
—
Est. payout / agent
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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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SIGN SERVICE
Order sign installs & removals — photo proof, map tracking, installed within 72 hours.
NEW SIGN REQUEST
The $20 covers a combo box on either trip — hanging it with the sign or pulling it at removal. Supra boxes aren't charged; the installer just needs to know one is there.
Start typing and pick a suggestion, or type the full address and tap Find on Map to drop the pin & calculate mileage.
Round-trip distance—
Extra mileage fee$0.00
L-shape surcharge$0.00
Lockbox fee$0.00
Your estimated charge$0.00
Estimate only — the base install/removal is covered by the brokerage. Final mileage is confirmed on review.
Pick what the photo shows, then add it — where the sign goes, where the lockbox is, which signs and riders are waiting to be picked up. Up to 8 photos.
MY SIGN REQUESTS
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🪧 Your sign installer
Message installer
Communicate solely with your sign installer here — this conversation is private to you, the installer and the office.