Novus Legend · Broker Dashboard
Welcome, Charity
Your client pipeline, revenue tracker, and LP sync — all in one place.
Active Clients
0
in pipeline
YTD Revenue (30%)
$0
your share
Leads Synced
0
to LP CRM
Closed Deals
0
total
Recent Activity
No recent activity. Add your first client to get started.
Clients · Pipeline
Client Pipeline
All your clients — from first contact to funded. Click a row to edit.
| Name | Phone | Stage | Funding Need | Last Touch | Status | |
|---|---|---|---|---|---|---|
| No clients yet. Add your first one. | ||||||
Clients · Add
Add a Client
Manually add a client to your pipeline. This syncs to LP CRM automatically.
Revenue · Tracker
Revenue Tracker
Your 30% share on closed deals. Totals update automatically.
YTD Gross (All Deals)
$0
total closed fees
YTD Your Share (30%)
$0
your net
LP Share (40%)
$0
Legendary Pathway
Deal Log
No deals logged yet. Use "Log a Close" to record your first deal.
Revenue · Log
Log a Close
Record a closed deal. This updates your revenue tracker.
Communications · Email
Email Hub
Launch an email to any client from here. Opens in your default mail app.
Your Addresses
✉
Primary
charity@novuslegend.com
✉
General
info@novuslegend.com
✉
Inquiries
contact@novuslegend.com
Quick Email — Client
System · LP Sync
LP Sync Status
Clients added from novuslegend.com intake form sync automatically to Legendary Pathway CRM.
Synced Today
—
intake form leads
Synced This Week
—
intake form leads
Broker ID
novus-legend
LP CRM tag
System Info
CRM Endpoint: crm-api.legendarypathway.com
Broker Tag: broker_id = novus-legend
Revenue Split: 30% Novus Legend · 30% Enspireous Trust · 40% LP
Your site: novuslegend.com
This dashboard: dashboard.novuslegend.com
System · Quick Actions
Quick Actions
Common tasks and resources.
Add Client
Manually add to pipeline
Log a Close
Record a closed deal
Export Pipeline CSV
Download your client list
View Your Site
novuslegend.com
LP CRM
Open Legendary Pathway
Contact LP
oliver@legendarypathway.com