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Market
Date range
Team
Signed in
Dashboard
Pipeline, money, and what needs you today.
0 AT RISKAttention: Loading pipeline…
Pipeline
Drag a card to the next stage. Click a card to open the deal.
Today's tasks
0
Needs attention
0
/ Tasks
Tasks
Monday-style board. Partner boards are below — each bundle has its own.
/ Module
Module
Filtered operational view
/ Operations
Operations
Live from the pipeline.
/ Properties
Properties
Every property, its seller, and its buyer in one place. Group by state, seller, buyer, or stage.
/ Property map
Property map
Seller → bundle → house. One buyer per house; prospects and buy-box matches can be many.
/ Analytics
Analytics
Live KPIs, marketing, pipeline, selling, and team.
/ List Builder
List Builder
Manual, auto, and stacked lists against the catalog.
/ LOI Maker
LOI Maker
Search a seller, select the property, then generate a Quick letter or an official Advanced LOI. Numbers come from that property's underwrite calculator.
/ JV Maker
JV Maker
Joint ventures on an underwritten contract, or on a pipeline property / bundle with no contract yet. Pick buyers from CRM.
/ Deal flow / Seller Lead Form
Seller Lead Form
Pick a property, or start a new commercial or residential intake. Address goes onto the form; the form writes back onto the property.
/ Deals
Deals
Pick a package. Deals, Files, and Notes are tabs on that package. People on it open in People.
Your properties
Portal
Your properties, status, and notes.
/ Mail
Mail
Admin inbox on Resend — received, sent, and drafts. Same mailbox as the local admin panel.
/ Schedule
Schedule
Share a booking link. Guests pick a time. It lands on your Google Calendar with a Meet link.
/ Document Handler
Document Handler
Pick an HTML or PDF from the same file tree as Files. Load it, then send for signature. Photos are not signed.
/ Settings
Settings
Account and workspace preferences for this sign-in.