Lesson 04 · 5 min 5 min

Retention with Legacy

Keep them because it pays to stay.

Recruiting is the easy half. Legacy rests on three things that give an agent concrete reasons to stay: their level, their overrides, and the Growth module.

The level carries the most weight

An agent who moves up a level improves their split for as long as they hold that band, and they watch it on their own screen with how far the next step is. Of the three, it is the only one that changes their base income — which is why it is the one that actually retains.

Growth: points for real actions

If you turn gamification on, every action you configure adds points: a confirmed sale, an activated recruit, a sale by someone in their network, an onboarding step, a training attended or delivered. The agent sees it under «Growth», with «How to earn points», their «Quarterly prizes», and a «History» entry by entry.

  • The tiers come seeded and are yours to edit: 6,000 points in the quarter, 14,000, and 26,000.
  • Each tier carries a concrete reward, from a gift card to a month at an improved split.
  • Points accumulate per quarter; the all-time total is shown separately.

Trainings are not credited automatically: the realtor logs them and you approve before they count. Every credit is recorded, including the ones you grant by hand.

The limit, said plainly

No points program keeps someone who is leaving for another reason. Points and gift cards work when the brokerage is already a good place to work: then they give shape to what people already feel. If your turnover is high, it does not get fixed by moving a tier from three hundred dollars to four hundred.

Tip: Look at an agent's «History» before their quarterly review. Not for the points: for the pattern. Someone who stopped accumulating two months ago is telling you something well before they resign.