This profile is the foundation of everything Legacy builds around you — your AI assistant, your website, your coaching path, and your CRM. Take your time. There are no wrong answers.
You & Your Brand
Your Market
Your Business
How You Work
Your Mindset
Your Goals
Your AI
About 12–15 minutes · 21 steps · No wrong answers
About You
Let's start with the basics.
Name, contact, license — the foundation of your profile.
Full Legal Name
What You Go By
Cell Phone
Email Address
License Number
License Level
Expiration Date
MLS Board
Start Date
Preferred Language
About You
Which best describes your situation?
This determines your onboarding track — no track is better than another.
I'm an existing Legacy agent — updating my profile
I'm a new licensee — just starting my real estate career
I'm transferring from another brokerage
I'm returning to real estate after a break
I'm joining as a referral-only agent
Your Brand
Tell us about yourself.
This becomes your bio — on your website and inside your AI assistant. Write it like you're introducing yourself to a new client for the first time.
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Tip: Mention your service area, what you specialize in, and what makes working with you different. 2–4 sentences is perfect.
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Tagline / Slogan
Brand Colors
Your Brand
How do clients find and reach you?
This goes on your website, your AI profile, and your GHL account.
Public Phone
Public Email
Personal Website / Domain
Preferred Email for Calendar & CRM Sync
Facebook URL
Instagram Handle
LinkedIn URL
YouTube Channel
Where Are You Most Active?
Facebook
Instagram
LinkedIn
YouTube
TikTok
Nextdoor
X / Twitter
Podcast / Video
Not active yet
Your Market
What do you specialize in?
Select everything that applies — this directly controls which leads the AI receptionist routes to you. If you're not listed, you won't receive those leads.
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This is one of the most important sections. Be thorough and accurate.
General Buyer Representation
General Seller / Listing
First-Time Homebuyers
Home Protectors — Pre-Foreclosure & Distressed
Mobile Homes & Trailer Park Sales
Luxury Properties ($500K+)
Investor / Off-Market Acquisitions
Commercial Sales & Leases
Vacant Land & Farm
Small Business Real Estate
Relocation Specialist
Rehab / Fix-and-Flip
Your Market
Where do you work best?
Your service area and property focus go directly into your AI profile and IDX website.
Counties You Service * (select all that apply)
Allegan County
Antrim County
Barry County
Benzie County
Berrien County
Branch County
Calhoun County
Cass County
Charlevoix County
Clinton County
Eaton County
Emmet County
Grand Traverse County
Hillsdale County
Ingham County
Ionia County
Jackson County
Kalamazoo County
Kalkaska County
Kent County
Lake County
Leelanau County
Lenawee County
Manistee County
Mason County
Mecosta County
Missaukee County
Montcalm County
Muskegon County
Newaygo County
Oceana County
Osceola County
Ottawa County
St. Joseph County
Van Buren County
Wexford County
Typical Client Price Range
Primary Geographic Market
Property Types You Work With
Single Family Homes
Condos / Townhomes
Multi-Family (2–4 units)
Multi-Family (5+ units)
Mobile / Manufactured
Vacant Land
Commercial
Farm / Agricultural
Waterfront / Lakefront
Your Role
Primarily Buyer's Agent
Primarily Listing Agent
Both Equally
Investor Focus
Referral Only
Your Business
Where is your business right now?
Honest answers help us put the right system in place for where you actually are — not where you want to be. Both matter, but this one comes first.
Experience & Production
Pre-production — haven't closed my first deal yet
Early stage — about 1 to 5 deals per year
Growing — about 6 to 12 deals per year
Established — 13 to 24 deals per year
High producer — 25 or more deals per year
Years Licensed
Active Clients Now
Database Size
Sphere Size
Weekly Hours in Real Estate
CRM Used Before
Marketing & Lead Sources
Active social media
Active email list
Personal website
Google Business Profile
Zillow / Realtor.com profile
Direct mail / postcards
YouTube channel
Podcast / video content
Nothing active yet
Your Business
What are you building toward?
Your 12-month targets and current priority — this shapes your coaching roadmap.
12-Month Goals
Transaction Goal
Income Goal
Biggest Priority Right Now
Generate more leads
Convert leads I already have
Get more listings
Get better organized
Build my brand and presence
Expand into investor deals
Lead Source You Most Want to Grow
Sphere / Referrals
Social Media
Online Leads (Zillow etc.)
Pre-Foreclosure / Distressed
Investor Network
Direct Mail / Cold Outreach
Open Houses
Agent-to-Agent Referrals
How You Work — Part 1 of 3
When deals get hard...
There are no right or wrong answers. Pick what actually sounds like you — not what sounds best.
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These build your AI coaching profile and determine your training path. The more honest you are, the better the system works for you.
When a deal feels like it might fall apart, you typically:
Stay calm, gather facts, and build a plan
Get anxious but push through anyway
Call your broker immediately for guidance
Step back emotionally and assess objectively
When facing a difficult deal situation, you typically:
Take charge and lead the solution
Consult your broker before acting
Communicate transparently with all parties first
Stay calm and wait for more information
During a negotiation the other agent becomes difficult. You usually:
Stay professional and focus on the outcome
Match their energy and push back firmly
Bring in your broker to handle it
Document everything and respond in writing
A listing receives multiple offers within 24 hours. Your first instinct is to:
Immediately notify all buyers and set a deadline
Call the seller and walk through every offer
Request highest and best from all buyer agents
Analyze all offers carefully before advising anything
When negotiating repairs after inspection, you prefer to:
Push hard for everything on the list
Prioritize the big items and let the small ones go
Request a credit instead of actual repairs
Read the seller's situation and adapt
When presenting offers to a seller, you typically:
Present all offers simultaneously and guide to the best decision
Present offers one by one in the order received
Summarize everything in a simple comparison sheet first
Let sellers review on their own, then discuss together
A buyer wants to submit a very aggressive low offer. You:
Educate them on market reality and suggest a stronger approach
Write the offer as requested — it's their decision
Have a deeper conversation about their goals first
Present the data and let them decide with full information
How You Work — Part 2 of 3
When clients get difficult...
Keep picking the answer that actually sounds like you, not the one that sounds most professional.
A seller insists on pricing above market. You usually:
Share the data directly and have a very honest conversation
Accept the listing and plan to revisit pricing later
Decline the listing if they won't be realistic
Build an aggressive marketing plan around it
A client calls frequently with questions. Your approach is to:
Set clear communication expectations upfront and stick to them
Answer every call — availability is my competitive edge
Proactively update them so they never feel the need to call
Use a follow-up system to stay ahead of their questions
A buyer becomes emotional about losing a home in multiple offers. You usually:
Validate their feelings, then immediately refocus on the next one
Start sending new listings right away
Explain the market dynamics so they understand what happened
Give them space and check in the next day
A client wants to make a risky decision. You:
Clearly advise against it and explain your concerns
Present all the risks clearly and let them decide
Go along with it — it's their decision, not mine
Bring in a third-party expert to weigh in
When explaining a complex topic to a client, you prefer to:
Use simple analogies and real-world stories
Walk through the documents page by page
Draw it out or use a visual comparison
Ask questions first to gauge their level of knowledge
Your negotiation confidence is best described as:
Very confident — I genuinely enjoy negotiating
Comfortable — I can hold my position when I need to
Learning — I sometimes defer too quickly
Developing — I need more reps and practice
Your negotiation style is closest to:
Competitive — I push hard for my client
Collaborative — I look for win-win outcomes
Accommodating — I prioritize the relationship
Strategic — I read the room and adapt to what I see
How You Work — Part 3 of 3
How you think and decide.
Almost there on this section. These questions shape your AI's coaching approach.
When facing uncertainty in your business, you usually:
Make a plan and take action immediately
Talk it through with someone you trust
Research and analyze before acting
Stay consistent with what's already working
When adopting new technology, you typically:
Dive in and figure it out as you go
Watch tutorials and take it step by step
Wait to see how others experience it first
Need hands-on training with someone showing me
When business slows down, your first instinct is:
Increase prospecting and outreach immediately
Analyze what's not working and adjust the strategy
Reach back out to past clients and your sphere
Use the time for planning, training, and preparation
When evaluating a new opportunity, you prefer to:
Trust your gut and move fast
Research thoroughly before committing to anything
Talk it through with advisors you trust first
Test on a small scale before going all in
When making big business decisions, you:
Lead with data — show me the numbers first
Lead with gut — I trust my instincts
Lead with people — how does it affect my relationships?
Lead with goals — does it move me toward my target?
When deciding where to spend marketing money, you usually:
Focus on what has proven ROI for me already
Test new channels alongside proven ones
Follow what top agents in my market are doing
Ask my broker or coach for direction first
Your Confidence
Rate yourself honestly.
1 = still developing, 5 = very confident. This shapes your coaching priorities and training track — no one sees this but your coach.
1
2
3
4
5
Buyer Consultations
1
2
3
4
5
Listing Appointments
1
2
3
4
5
Negotiations
1
2
3
4
5
Prospecting & Cold Outreach
1
2
3
4
5
Handling Objections
1
2
3
4
5
Pricing / CMA Presentations
1
2
3
4
5
Explaining Contracts & Paperwork
1
2
3
4
5
Technology & CRM Systems
1
2
3
4
5
Biggest Obstacle Right Now
Not enough leads
Not converting existing leads
Not enough listings
Inconsistent follow-up
Time management & daily structure
Lack of systems & organization
Mindset or confidence challenges
Marketing & brand visibility
Transaction & contract knowledge
Technology overwhelm
Financial pressure
Building a team / scaling
Your Goals
Where are you headed?
Your 5-year vision and long-term intent — this shapes how we build your system now so it grows with you.
In 5 Years, You Most Want to Be...
A top-producing solo agent in my market
A team leader with agents under me
An investor with a real estate portfolio
A brokerage owner or partner
Semi-retired from active production
Coaching or training other agents
Long-Term Career Intent
Full-time real estate for the long haul — this is my career
Full-time for now — reassessing in the next 1 to 2 years
Part-time / supplemental income alongside other work
Building toward ownership or leadership
Leadership Interest
Yes — building a team is part of my plan
Maybe — open to it but not focused on it now
No — I prefer to stay solo
How You Make Decisions
Fast — I decide quickly and adjust as I go
Measured — I gather info before committing
Deliberate — I think through every angle first
Collaborative — I prefer to decide with others
Your Goals
What does success look like in 12 months?
Write it like you're telling a friend what you want to be able to say you accomplished. This goes into your coaching profile and your AI assistant.
500
Anything else you'd like us to know?
Your AI
How do you like to learn and be coached?
Your AI assistant and training path adapt to your style. These answers are worth getting right.
Coaching Tone
Push me — direct and challenging feedback
Encourage me — warm and supportive
Show me the data — analytical and objective
Keep it casual — like talking with a peer
Training Format
Short videos — 5 to 10 minutes each
Deep dive modules I can pause and rewatch
Written guides and PDFs I can reference
Live group sessions with other agents
1-on-1 coaching calls
Self-paced — I'll figure it out on my own timeline
Accountability Style
Daily check-ins from the system
Weekly scorecard review
Monthly goal review only
Self-directed — I hold myself accountable
How Often Do You Want AI Insights?
Daily morning briefing
A few times per week
Once per week
Only when I ask
Your AI
Let's set up your AI assistant.
This is one of Legacy's biggest advantages — an AI that sounds like you, answers for you, and works while you sleep. Tell it what to focus on.
What Should Your AI Focus On?
Daily activity and accountability tracking
Script and objection handling practice
Market knowledge and client talking points
Lead follow-up reminders and nudges
Content and marketing ideas
Deal analysis and negotiation strategy
What Training Do You Want to Start With?
How to use GHL day to day
Buyer Golden Path — full walkthrough
Seller Golden Path — listing process
Scripts and objection handling
Market intelligence and CMAs
Investment and distressed properties
Time management and daily habits
Compliance, ethics, and contract knowledge
Interest in Automation
Very interested — automate everything I can
Somewhat — show me the key automations
Not a priority right now
I prefer personal touch over automation
What Should Your AI Be Called?
Voice Clone Consent
Your AI
What do your best clients say about working with you?
Write it exactly how you'd want a client to hear it — from your AI assistant, when they ask what makes you different. This becomes part of your AI voice.
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If you've never received formal feedback, think about the last time a client said something that made you feel proud of your work. Write that.
400
Your Commitment
How committed are you to building this?
No judgment — this helps us calibrate how aggressively to set up your system and coaching schedule.
All in — real estate is my full-time focus and I'm building seriously
Building toward full-time — making real progress in the next 12 months
Part-time — real estate is supplemental to other income right now
Still exploring — testing if real estate is the right long-term path
Before You Finish — A Few Confirmations
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These acknowledgements are required for system activation. If you have questions about any of them, just ask Nicole before you proceed.
I have read and understand the Legacy Independent Contractor Agreement and all addenda
My Michigan real estate license is active and in good standing
I understand my account will not activate until compliance review is complete
I understand GHL pipeline stages must reflect real-time deal status at all times
I will follow the Buyer and Seller Golden Path processes as designed
I understand Legacy's TC handoff rules and will follow them on every transaction
I understand I am an independent contractor, not an employee of Legacy Real Estate Partners
All information I've submitted in this profile is accurate and complete
Your Signature
Type Your Full Legal Name as Digital Signature
Date
Compensation Plan Selected
You're officially in.
Your profile is complete. Nicole will reach out within 24 hours to confirm your setup and walk you through activation.
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Your AI assistant profile is being generated right now
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Your IDX website will be live on your custom domain
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Download the GHL mobile app — it becomes your daily cockpit
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Watch for an email from Nicole — nicole@legacyrep.co
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Your compliance docs will be reviewed within 1 business day
Questions before Nicole reaches out? Email nicole@legacyrep.co