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Unique deliverable emails across all selected categories
Division 01
Sales
Snapshot of the Sales division — your active pipeline, recent commissions, and the most-used tools. (Live tiles wire up next pass.)
— Coming —
Sales overview snapshot
Pipeline value, MTD commissions, active listings, agent activity — pulled from the Commission Tracker sheet.
Two divisions: buyer-side representations under contract, and sell-side listings — coming soon and live on-market.
Division 01
Buyer Side
Buyer Rep · Under Contract
Active Buyer Deals
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Division 02
Listing Side
Listings · Under Contract
Under Contract
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Listings · On Market
Active
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Listings · Pre-Launch
Coming Soon
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Sales Division · Restricted
Commissions Locked
Enter the Commissions passcode to view division volume, agent earnings, and the commission submission form.
Unlocks for 24 hours on this device.
Sales Division · Year to date
The Tape
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Total Sales Volume
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Year-to-date
Total Gross Commission
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Year-to-date
| Agent | Deals | Sales Volume | Gross Commission | Net to Agent |
|---|---|---|---|---|
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Sales Division · Open House
Kiosk
Run an open house from this device. Tap Start a New Open House, enter your name and the property, then hand the device to visitors so they can sign in. When you finish, you'll be able to download the visitor list and every sign-in will also be saved to the master sheet.
New Open House
Set Up
Open House in Progress
0
Signed in
Signed in this session
| Time | Name | Phone | |
|---|---|---|---|
| No visitors yet — first sign-in will appear here. | |||
Open House Concluded
Wrap-up
Monthly client newsletter. The dashboard owns the audience list — click Export Audience CSV to download every Past / Active / Sphere client plus Open House visitors, deduplicated by email and formatted for Brevo import. Compose and send the actual email from your Brevo account.
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Past · Active · Sphere
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OH sign-ins with email on file
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Contacts excluded — add email in sheet to include
Compose Monthly Newsletter
Victory Formation-branded composer — note from Gabe, listings link, Premier Listings count, market PDFs, CMA button. Generates HTML you paste into Brevo.
→
Open Brevo Contacts →
Sign in to Brevo and import the CSV under Contacts → Import contacts → Upload CSV
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— Setup —
First time? Set up Brevo before your first send
1. Create a free Brevo account at brevo.com (free up to 300/day, unlimited contacts).
2. Verify your sender — Senders → Add a sender → gabe@victoryformationventures.com → click the verification link.
3. Authenticate your domain — Senders → Domains → Add victoryformationventures.com → copy the 3 DNS records Brevo gives you and paste them into your domain registrar (~15 min, one-time).
4. Import this audience CSV using the button above.
5. Compose your email in Brevo's editor and schedule the send.
Full walkthrough → docs/newsletter-setup.md
— Coming Phase 2 —
Victory Formation-branded composer
Form-based builder that generates a Victory Formation-styled HTML email (Aboreto headlines, arch icon, auto-pulled listings). Paste into Brevo, send. You'll spec the sections in a later session — for now, build the email inside Brevo using their editor.
Reusable marketing materials for the Sales Division. Click a template to open or download once content is added.
Template · One-Pager
Ready
Property One Pager
Single-page listing summary for showings, open houses, and broker tours. Generates a print-ready PDF.
Template · Plan
Ready
Strategic Marketing Plan — New Construction
Go-to-market strategy for spec builds and ground-up projects. Positioning, channels, timeline, and key milestones. Click to download the latest version (PDF).
Template · CMA
Ready
CMA Generator
Comparative Market Analysis for sellers and buyer presentations. Import a Unlock MLS CMA PDF to prefill the comps, add the subject, photos and notes, and generate a Victory Formation-branded multi-page PDF.
Template · Offer Instructions
Ready
Offer Instructions Generator
One-page document you email to buyer agents on your listings — utilities, what conveys, offer review timing, required attachments, brokerage + title block. Victory Formation-branded. Live preview · Print to PDF.
Template · Social Story
Ready
Instagram Story · Open House
1080×1920 Victory Formation Ventures branded Open House story. Fill in the property, day, time, and agent, upload a hero photo — download a ready-to-post PNG. Arch logo + Aboreto display type + oak green time accent.
Sales-specific settings — commission split defaults, sheet IDs, agent assignments. (Global brokerage info lives in Settings.)
— Coming —
Sales settings
Default commission split, archive Google Sheet ID, listing-template style preferences.
Sales · Sub-Brand
Premier Listings
Connect to GitHub
Before you can add / edit / delete properties, generate a personal access token.
- Open github.com/settings/personal-access-tokens/new (logged in as gvj32).
- Token name:
Premier Listings Editor. Expiration: pick your preference (1 year is fine). - Resource owner: VictoryFormationVentures. Repository access: Only select repositories → choose Dashboard.
- Permissions → Repository permissions → Contents: Read and write.
- Click Generate token, copy the token (starts with
github_pat_), and paste it below.
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Sales Division · Per-Agent Access
Enter Your Agent Code
Each agent has their own passcode set in the Team Roster sheet. Enter yours to see and manage your client book.
24-hour unlock · Switch agents anytime
Client directory across Sales + Custom Home Rep. Add, search, filter, and export to CSV for Mailchimp / Constant Contact email blasts. Open House sign-ins merge in automatically (read-only).
Viewing as
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In an open transaction
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Closed-deal alumni
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From sign-in sheets
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| Name | Agent | Category | Status | Phone | City | Last Touch | Source | |
|---|---|---|---|---|---|---|---|---|
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Website tools for the Victory Formation Company public site — content updates, listing syncs, analytics. (Placeholder — features wire up next.)
— Coming —
Website management
Listing publisher, blog/news editor, photo asset manager, basic analytics. Quick link to the live site: victoryformationventures.com
Division 02
Land Acquisition
Snapshot of Land Acquisition — deals in pipeline, recent submissions, key stages.
— Coming —
Land overview snapshot
Active lots by stage, recent intake submissions, top targets — pulled from the Land Acquisition Intake sheet.
Every property currently under contract, on first-right-of-refusal, or that fell out.
Active Pipeline
Under Contract
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Active Pipeline
First Right of Refusal
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No properties on first right of refusal.
Archive
Fell Out of Contract
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No deals have fallen out of contract.
— Placeholder —
More tools coming
MRC class summary, deal aggregates, and historical analytics will live here next.
Land Acquisition
Files & Documents
Form
Assignment Form
Contract-assignment form used to assign a property under contract to a builder, custom-home client, or the internal Development Division.
Download PDF ↓Reference
Commission One Pager
Agent-facing overview of MRC and the Land Acquisition commission structure — deal classes, criteria, and agent payout by tier.
Download PDF ↓Properties we're actively chasing before contract — off-market conversations, warm referrals, sellers we've flagged. Each lead tracks the owner contact, heat level, last touch, and what to do next. Edit any card to log a follow-up or update status.
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Active builder + developer acquisition criteria. Each buy box captures what one builder/developer wants to buy in one city — target neighborhoods, price ranges, lot size, frontage, depth, and must-haves. Land agents use these to match incoming lots to the right builder.
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Land-specific settings — fee schedule, intake sheet config, archived sources.
— Coming —
Land settings
MRC class definitions, commission schedule defaults, intake sheet ID.
Division 03
Custom Home Owners Representation
Snapshot of Custom Home Rep — clients in active stage, recent intakes.
— Coming —
Custom Rep overview snapshot
Active clients by stage (1–7), recent intake submissions, builder pairings — from the Custom Rep Intake sheet.
Nurturing · Prospects
In Conversation
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Active Projects
In Build
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Archive
Completed Projects
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No completed projects yet.
— Placeholder —
More tools coming
Fee calculator, client intake form, and engagement tracking will live here next.
Custom Home Rep
Files & Documents
Agreement · Generator
Engagement Letter
Owner’s Rep engagement letter — build-only scope, 5% of hard build cost. Fill in the client and project, generate a Victory Formation-branded PDF ready to send to a third-party signature platform.
Download blank Word templateReference
Scope of Services
Client-facing overview of the owner-rep role, the 5% fee on hard construction costs, what counts as hard vs. soft cost, and how the fee is paid across the build.
Download PDF ↓Reference
Custom Home Timeline
One-page phase-by-phase client timeline — Due Diligence through Certificate of Occupancy, plus ongoing touchpoints (designer check-ins, monthly budget reviews, selection meetings, subcontractor quote reviews). Typical engagement 16–18 months.
Download PDF ↓Presentation · Coming Soon
Custom Home Presentation
Victory Formation-branded deck used in initial client meetings — who we are, how the owner-rep engagement works, the build phases, what the client should expect at each stage, and example past projects.
Custom Home Rep-specific settings — intake sheet config, builder roster.
— Coming —
Custom Rep settings
Intake sheet ID, builder partnership defaults, stage labels.
Division 04
Development
Snapshot of Development — active projects, capital deployed, recent investor activity.
— Coming —
Development overview snapshot
Active projects with construction progress, total capital raised, recent investor updates.
Current Developments
Active Projects
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Archive
Sold Projects
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No sold projects yet.
— Placeholder —
More tools coming
Investor reporting and capital-raise tracking will live here next.
Investor Deck Generator
22-slide Victory Formation-branded investor deck per project — thesis, land, location, team, comps, underwriting (Conservative + Stretch), sensitivity, investor summary, Austin market, CTA. Live preview · Print to PDF.
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Underwriting Summary PDF
Pick a logged development deal and generate a Victory Formation-branded one-page summary — project overview, capital structure, and returns. Perfect for investor teasers and internal record-keeping.
→
— Placeholder —
More marketing tools coming
Property landing pages and listing-launch templates will live here next.
Development-specific settings — underwriting defaults, investor portal config, capital sources.
— Coming —
Development settings
Default IRR targets, draw schedule template, equity vs. debt split defaults.
Division 05
Property Management
Snapshot of the Property Management division — active properties, tenants, leases ending soon, and month-to-date rent roll.
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Vacant vs occupied
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Current leases only
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Within the next 90 days
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Sum of monthly rent across occupied units
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Victory Formation's monthly management fee income
Every property under management. Add, search, filter by occupancy, export owner rent-roll CSVs.
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| Address | Type | Owner | Tenant | Rent | Mgmt Fee | Lease Ends | Occ. |
|---|---|---|---|---|---|---|---|
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Tenant contacts and lease details across all managed properties.
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| Tenant | Property · Unit | Rent | Lease | Status | Phone | Move-In Report | |
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Rent + utilities log. One row per property per month. When you're ready to send the tenant + landlord their statement, just click that row in the table below — the branded PDF opens in a new tab, ready to text or email.
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Income · filtered
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Utility · filtered
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Utility · filtered
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Utility · filtered
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Utility · filtered
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Rows in current filter
Click any row to open its Monthly Statement PDF
| Month | Property | Rent | Water | Electric | Gas | Internet | Total | Statement |
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Owner-facing P&L reports (larger-scale summaries beyond the monthly statements you generate on the Ledger tab).
— Phase 2 —
Quarterly + YTD owner reports
The monthly tenant-and-landlord statement lives on the Ledger tab (rent + utilities activity for one property in one month). Owner Reports here will be the higher-level rollups — quarterly P&L, YTD summary across all properties for one owner, year-end tax package. Say the word when you're ready to spec it.
Templates and documents for the Property Management division. Drop new PDFs into Dashboard/assets/propmgmt-files/ and add cards below.
Inspection · Online Form
Ready
Tenant Move-In Report
Send this link to a new tenant on their move-in day. Mobile-friendly form — they walk through the property on their phone, mark condition + notes per room, sign, and submit. Every submission lands in your Google Sheet and emails you.
Agreement · Template
Coming Soon
Property Management Agreement
The owner engagement letter — scope of services, management fee (typically 8–10% of gross rents), term, termination, insurance requirements, and dispute resolution.
Onboarding · Template
Coming Soon
Owner Onboarding Kit
Welcome doc + checklist for new owners: property details form, banking info for rent disbursement, insurance confirmation, tax W-9.
Form · Template
Coming Soon
Tenant Application
Rental application for prospective tenants — background, credit, income, references, screening consent.
Lease · Template
Coming Soon
Residential Lease Agreement
Victory Formation-branded residential lease template — 12-month default term, security deposit, rent escalation, maintenance responsibilities, house rules.
Property Management-specific settings — default management fees, tenant screening criteria, maintenance vendor list.
— Coming —
Property Management settings
Default mgmt fee %, late-fee schedule, preferred vendors by trade (plumbing, HVAC, electrical, landscaping), and lease template defaults will live here.
Workspace
Home
Your cross-division snapshot. Jump to any active pipeline, recent activity, or launch a tool.
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Active deals in pipeline
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Land deals in progress
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Active custom-rep clients
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Active development projects
Sales Snapshot
Pipeline Volume
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Total list price of active listings
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Buyer-side deals + active listings
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Total contract value of active buyer deals
Company
Tools Library
Every Victory Formation generator and operational tool in one place. Each tool also lives in its division's workflow — this view exists to find anything fast as the library grows.
Company
Contacts
The running relationship book, split by role. Everyone on the team adds to one shared sheet; pick a category on the left.
Company
Team
Roster of agents and staff. Each member's contact info auto-populates into the Offer Instructions and other generators when they're selected as the active agent. Edit or remove anyone from their card; changes save to the Team Roster sheet. Email signatures →
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Company
Settings
Brokerage info, license numbers, and integration status. Anything stored here flows into every generator and template.
Victory Formation Ventures LLC
DBA: Victory Formation Ventures
3004 Webberville Rd #2
Austin, TX 78702
Austin, TX 78702
— Pending —
TX Firm License Number
Fill in once on record · auto-flows into all templates
Fill in once on record · auto-flows into all templates
(737) 600-5101
Used in offer instructions, OM, LOI, signage
gabe@
victoryformationventures.com
victoryformationventures.com
Service account · Google Sheets, Forms, Drive
victoryformationventures.com
Public-facing site
github.com/
VictoryFormationVentures/victoryformationventures.github.io
VictoryFormationVentures/victoryformationventures.github.io
Dashboard source · GitHub Pages
More configuration (commission split defaults, sheet IDs, integration tokens, theme tokens) will land here as the system grows.