100% Troy · Merchant processing residuals + No Limitations · Passive income
$0
Enter combined monthly total from all merchant accounts + No Limitations income
🤝 Matt Ivie Partnership Scenario Calculator
Enter Matt's actual numbers as you learn them. Models all 3 deal structures side by side so you know your number before you walk into any conversation.
Matt's PM Business — Enter Real Numbers
Matt said 45% before paying manager
Troy + Nathan split the rest
3 Deal Structures — Your Monthly Income Each Way
Option A
Management Agreement
You manage his doors on a fee basis. No merger. No equity. Lowest risk — see real numbers first.
Your fee income/mo
$0
Total your income/mo
$0
✓ No risk · See real P&L first ✓ Can renegotiate after 6mo ⚠ No equity ownership
Option B
Phased Merger
33.3% each. Matt keeps $14K guaranteed draw for 24 months, then equal distribution.
Your PM share/mo
$0
Total your income/mo
$0
Matt's change:
✓ Equity from day 1 ✓ Matt protected short-term ⚠ Full exposure to hidden costs
Option C
Full Merger Day 1
All in immediately. Equal partners. Matt's draw becomes equal distribution. Requires verified P&L.
Your PM share/mo
$0
Total your income/mo
$0
Matt's change:
✓ Max upside for all 3 ✓ Clean equal partnership ⚠ Requires full financial audit
Due Diligence — Ask Matt Before Signing Anything
1. Request 12 months of bank statements + P&L
2. What is total monthly overhead including ALL staff, not just office manager?
3. Are there maintenance vendor relationships where he takes a markup?
4. What is the Rentvine license cost per month?
5. What is his E&O insurance and PM liability coverage?
6. Are any of his 350 doors in trust accounting — what's the reserve balance?
7. What is his door churn rate — how many does he lose per year?
8. Does he have any owner disputes, pending litigation, or delinquent tenants?
9. What happens to his office manager in the merger — does she stay?
10. Is the $4,500 rent month-to-month or does a lease transfer to the merged entity?
📈 12-Month Income Projection
Confirmed + weighted pipeline · Auto-updates from your deals
12-Mo Confirmed
$0
12-Mo Weighted
$0
Monthly Avg
$0
On Track for $20K
—
Bank Appraisal Tracker
Active Orders
0
Due This Week
0
Pending Payment
$0
Paid This Month
$0
No appraisal orders yet.
🏢 Property Management
🔗 Rentvine Live Sync
Not connected
Rentvine → Settings → Account → Users, Roles, API Keys → API → both Key and Secret required
Active Doors
0
Added This Mo.
0
Lost This Mo.
0
Mgmt Fees (Your %)
$0
8–10% of rent collected
My Net (50%)
$0
📊 Goal Planning & Revenue Projections
Your % of rent (8–10%)
Target door count
Avg monthly rent
Growth target
Your net target
Door Progress
0 of 50 doors
02550 doors
Revenue Progress (Your Net)
$0 of $5,000
Current Gross
$0
$0 your net
At Goal Gross
$0
$0 your net
Months to Goal
—
at current pace
Doors Still Needed
0
to hit goal
📈 12-Month Growth Projection
Based on current doors + growth rate
Month 3 Projected Net
$0
Month 6 Projected Net
$0
Month 12 Projected Net
$0
Door Log
No doors yet. Hit "+ Add Door" to start tracking.
Daily Scorecard
0
/ 10
Follow-Ups Done
0
/ 12
Conversations
0
/ 3
Appointments Set
0
/ 2
Deals Advanced
Activity Log
Texts
/ 75
Calls
/ 20
Emails
/ 10
Convos
/ 12
Content Command Center
3x/week minimum. Market update + story + educational. Video gets 3–5x reach.
Week 1 — Market Authority
🎥
"Why St. George Luxury is Unlike Anywhere in Utah"
60-sec iPhone video from Snow Canyon or Entrada. Talk lifestyle, not price.
VideoInstagram + Facebook
📊
Desert Color Market Update
Pull 3–5 recent sold stats in Desert Color, Entrada, or SunRiver.
Market DataLinkedIn + Instagram
🏡
Feature a Luxury Listing or Sold Property
Share with your commentary. Your insight = your expertise on display.
StoryAll Platforms
Week 2 — Credentials + Authority
🎥
"Ivins vs Santa Clara vs St. George — Which is Right for Luxury Buyers?"
Talking-head video comparing the three areas. Red rock views, HOA vs none, price per sqft.
VideoYouTube + Instagram
🤝
"What the CLHMS Guild Designation Means for Luxury Buyers"
Most agents never explain their credentials. This post positions you as the obvious choice.
AuthorityLinkedIn + Facebook
Attorney Outreach Track
📧
Monthly "Divorce Real Estate Update" to Washington County Attorneys
One warm attorney = 8–15 referrals/year. Monthly email keeps you top of mind.
EmailAttorney List
🎥
"What Happens to the House in a Utah Divorce?"
Non-threatening, educational. Attorneys share this with clients navigating the process.
VideoFacebook + YouTube
📋
Free Lead Magnet: "Utah Divorce & Your Home — A Simple Guide"
1-page PDF. Promote on Facebook $5/day targeting Washington County adults 30–55.
Lead MagnetFacebook Ads
💬
"You Don't Have to Figure This Out Alone" — Empathy Post
"I help families in Washington County navigate the home sale during divorce." Authentic tone converts.
EmpathyFacebook + Instagram
Owner Acquisition Content
🎥
"What Does a Property Manager Actually Do?" — 60-Second Explainer
End with: "And you don't do any of it."
VideoFacebook + YouTube
📊
"St. George Rental Market Update — What Landlords Need to Know"
Avg rents by bedroom. Vacancy rates. Days-to-lease. Become the data source landlords trust.
Market DataLinkedIn + Facebook
✍️
"3 Mistakes St. George Landlords Make That Cost Thousands"
Before & After Window Replacement — Real Job in St. George
Film a real installation. 30 seconds. Before, during, after. Highest-converting window content.
VideoFacebook + Instagram
💰
"How Much Do New Windows Actually Cost in Southern Utah?"
Transparency pre-qualifies serious buyers before they call.
EducationalFacebook + Google
🏘️
Nextdoor + Neighborhood Facebook Groups — Weekly Presence
"Happy to give a free no-pressure window efficiency assessment." Nextdoor converts at 3–4x Facebook.
CommunityNextdoor + Groups
⚙️ Anthropic API Key
Not configured
Get your key at console.anthropic.com → API Keys → Create Key. Stored locally on your device only.
Morning Briefing
Your Briefing
Fill in your numbers and hit Generate.
Add Deal
Commission Calculator
Gross GCI
$0
Txn Fee
$0
My Net
$0
Partner's Cut
$0
Add Follow-Up
Add Appointment
🎉 Mark Under Contract
Listing
This is the date both parties signed. It starts your deadline clock.
What happens next:
1. This listing moves to "Under Contract" status
2. A TC transaction is created with all your listing details pre-filled
3. You'll be taken straight to the TC tab to enter your deadlines
4. Your income forecast updates automatically
Add Active Listing
Add Potential Listing
Add Home Solutions Job
Add Title Company
New Appraisal Order
Add Property Door
New Transaction
Title Company
Contract Deadlines
What you're offering the buyer's agent
Amount seller is crediting buyer at closing
Charged to buyer or seller — added to your net
💰 My Compensation
🎯 Capped — 100% Post-Cap
Default 3% — adjust per deal
Default 2.5% post-NAR settlement
Auto-set from broker status — override if needed
0 if not splitting · 50 for standard split
If you owe a referral (e.g. 25% to relocation co.)
For your records
Commission Flow — Live Calculation
Enter sale price + commission % above to see your take-home...
Inspection & due diligence run concurrently in Utah — same date
Divorce Transaction Fields
Co-op Agent (Buyer's Agent) — auto-saved to agent book
Draft Reminder Email
⚙️ Broker Settings — Real Broker LLC
These numbers drive your commission math on every TC card. Update from your Real Broker dashboard once per month.
Cap Cycle
From your Real Broker dashboard
Post-Cap Fees
Elite Status (Optional)
Default Commission %
📧 Send Transaction Summary
Transaction
Send To — Check All Recipients
Generated Email — Review Before Sending
Quick Actions
📊 Website & Lead Intelligence
Live data from your GA4 property G-PL9PT88RRQ · Requires GA4 API key in API Settings · Updates on demand
📈 Google Analytics 4 API
Not configured
Get it: Google Cloud Console → APIs & Services → Credentials → Create API Key → restrict to "Google Analytics Data API" · Your Property ID is 473xxxxx (find at analytics.google.com → Admin → Property Settings)
—
Users (7d)
—
Sessions (7d)
—
Conversions
—
Eng. Rate
🎯 Lead Sources — Where Leads Come From
Connect GA4 above to see live lead source data.
What this tells you: Which marketing channel is actually producing leads. Google Organic = free SEO traffic. Google CPC = paid ads. Facebook/Meta = your social posts and ads. Direct = people typing your URL.
📄 Top Pages This Week
Connect GA4 to see which pages get the most traffic.
Watch for: High traffic pages with low conversions = fix the call-to-action. Low traffic pages with high conversions = promote them more.
🔄 Conversion Funnel
Connect GA4 to see your conversion funnel.
📝 Manual Lead Log
Track every inbound lead by source until GA4 is fully wired. This is your real-time count.
0
Total
0
Organic
0
Social
0
Paid Ads
No leads logged yet. Add your first lead above.
🎯 Weekly Website Goals
Visitors this week0 / 500
Form conversions0 / 10
New leads logged0 / 15
✅ Tracking Setup Checklist
0 / 7 complete
Complete all 7 steps and you'll have full visibility into every lead that touches your business online. I can build any of these for you — just ask.
Log Inbound Lead
💵 Income Forecast
This Month's Income Forecast
Confirmed closing + under contract deals only
Confirmed This Month
$0
Next 30 Days
$0
Next 60 Days
$0
Next 90 Days
$0
Progress to goal$0 to go
$0$20,000 goal
📊 Pipeline Income — What's Coming & From Where
Monthly Income Forecast
Under Contract + Closing Scheduled only
No deals under contract yet.
Deals Pipeline
Property / Client
Price
Gross GCI
My Net
Close Date
No deals added yet. Hit "+ Add Deal" to start tracking.
Potential Income — Active Listings
Hot 80% · Warm 50% · Cold 20%
No active listing deals to show.
Weighted potential income total$0
✅ Closed Deals — Actual vs Projected
No closed deals logged yet.
Total closed income this month$0
🏗️ Construction & Remodel Projects
Active Projects
0
New Construction
0
Remodel / Reno
0
Pipeline Gross
$0
My Net Total
$0
No projects yet. Add a New Construction deal or a Remodel project above.
No merchant accounts yet. Add your first account above.
Add Merchant Account
Your monthly passive income from this account
Their monthly processing volume
Monthly
$0
Annual
$0
5-Year Value
$0
⚙️ API Settings
All keys are stored locally on your device only — never sent anywhere except the respective company's servers. Paste each key once and it saves permanently.
🔐 PIN Security
Default PIN: 8246 · Change it below · Session stays active for 8 hours
🤖 Anthropic (Claude AI)
Powers: AI Coach morning briefings + TC email reminders
Not configured
Get it: console.anthropic.com → API Keys → Create Key · Starts with "sk-ant-"
🏠 Lofty CRM
Powers: Lead pipeline sync, new lead alerts, appointment import
Not connected
Get it: Lofty → Settings → My Account → API · Note: requires Cloudflare proxy for live browser sync — key saves now, live pull after setup
🏘️ Rentvine (Property Management)
Powers: Live door count, tenant data, lease info · Corp ID: treasuredpropertiesmanagement
Not connected
Get it: Rentvine → Settings → Account → Users, Roles, API Keys → API · Both Key AND Secret required
🔧 HouseCall Pro (Home Solutions)
Powers: Job sync, invoicing, scheduling for Home Solutions pipeline
Not connected
Get it: HouseCall Pro → Settings → Integrations → API → Generate Key
Already embedded in your IONOS site. View data at analytics.google.com
Connection Status
Why some need a proxy: Lofty and Rentvine block direct browser-to-API calls (CORS). Paste your Cloudflare Worker URL below to activate live sync for both. Takes about 15 minutes to set up — see the step-by-step guide above.
⚡ Cloudflare Worker Proxy URL
Paste your deployed Worker URL here — activates live Rentvine + HouseCall Pro sync
Not set
After saving: Rentvine → Prop. Mgmt tab → 🔄 Sync button pulls live doors + leases ·
HouseCall Pro → Home Solutions tab → 🔄 Sync button pulls live jobs
🪟 Window Sales
100% Troy · Prospects, quotes, installs, and closed jobs