How to use WealthPlan

WealthPlan is available directly in reZEN on the left sidebar. 

How to Use WealthPlan:

Step 1: Login to reZEN. Click WealthPlan on the left side.

Step 2: When you first login, you will see a welcome screen showing your current wealth. Please enter your personal goal, then click Get Started. Your personal goal should be the wealth you want to accumulate in the next 5 years. 

Step 3: Real will create a default plan for you. Please review all the parameters and make adjustments based on your current production levels, where you want to be in the next five years, and what you think is feasible for your market. Once everything looks good, click Update Plan. 

That's it! Real will show you a detailed plan based on the parameters you provided. 

WealthPlan Features

Once your WealthPlan is setup, you can see a detailed plan based on the parameters you provided:

• The top shows your goal and your current projected earnings. If you aren't going to meet your goal, you might want to adjust the parameters under Earnings Overview to build a plan that helps you meet your goals. 
• Your Goal shows your actual earnings to date, as progress toward your 5-year goal. Keep executing and monitoring your progress.
• Earnings Overview: shows all of Real's wealth building programs and how they are contributing to your wealth. Click on a program to adjust your goal. 
• Learn more: click learn more on any of our programs to learn how they work. 

Commission Income:

Edit your Unit and Sales Volume goals to see how higher production can help you build wealth.

Have a Team?

In the Commission Income section, toggle Yes to incorporate your team size and production goals into the plan. This will feed into your production income stream. 

Pre-Cap SPP + Bonus

On the right side, toggle to see how the SPP can contribute to your Wealth Goals. At the bottom, you can adjust the stock price to see how changes in the stock price will impact your wealth. 

Want to learn more about our programs? Click Learn More to see information about each program. 

Stock Award for Capping:

Based on your sales volume goal, we can determine whether or not you are likely to cap. Here, you can see your cap awards to-date and projected cap awards. You can adjust the stock price to see how growth in the stock price will improve earnings in this category. 

Post-Cap SPP + Bonus

See how contributions after you cap will impact your wealth. You can adjust the stock price to see how growth in the stock price will improve earnings in this category. 

Elite Agent:

Depending on your estimated production volume, you may not be on track to unlock the Elite Agent Awards. You can click Unlock to learn more and see how these programs can contribute to your wealth. As stock awards, you can adjust the stock price to see how growth in the stock price will improve earnings in this category. 

Revenue Share Income:

If you want to participate in Revenue Share, you can set goals for how many agents you will attract to Real to see how this can impact your wealth. Use the sliders to increase your goal - or enter a goal in the box. 

Learn More: