EstateIQ — Agent Portal

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Active Pipeline

Follow-Ups Due

🎂 Birthdays Today

🏡 Closing Anniversaries This Month

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Buyers and sellers you share with your TMH team, and any files the mortgage team shares with you. Notes and chat sync in real time.

Match your active buyers against listings and off-market deals

Record buyer consultations — AI transcribes, extracts action items, populates buyer profile

Share off-market deals with the EstateIQ network before hitting MLS

Track expiring listings in your farm area — get reminded the day they expire

Send documents for signature with full audit trail

Seller Net Sheet Calculator

Sale Price ($)

Mortgage Payoff ($)

Listing Commission (%)

Selling Commission (%)

Transfer Tax ($)

Attorney Fee ($)

Mortgage Satisfaction Fee ($)

Home Warranty ($)

Repairs / Credits ($)

Other Costs ($)

Agent Profile

First Name

Last Name

Brokerage Name

Brokerage Address

Phone

License #

Personal Cell (for EstateIQ texting)

Your Logo

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Drop your logo here or click to browse

PNG or JPG — appears on deal sheets and offer presentations

TMH Mortgage Connection

Connect your account to The Mortgage House for live pre-approval status updates, InstApproval access, and automatic LO vouching when you submit an offer.

🔒 Your client data is completely private. TMH cannot see any of your information unless you specifically share a deal with them.

Team Accounts

Create and manage accounts for agents, loan officers, admins, and assistants.

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Notifications

Enable browser notifications for follow-up reminders, pre-approval expirations, closing anniversaries, and appraisal reminders.

Gmail

Connect Gmail to send deal sheet emails, offer presentations, and communications directly from EstateIQ.