Dashboard
Pipeline, underwrite, lists, tasks, and mail.
Activity
Working lists
Pipeline preview
A few cards per stage. Open the board for the rest.
Today's tasks
0Needs attention
0Tasks
Monday-style board. Partner boards are below — each bundle has its own.
Module
Filtered operational view
Operations
Live from the pipeline.
Houses
Open a county. The map lists buyers there, and a click opens that house. Deals you are working stay marked.
Property map
Seller → bundle → house. One buyer per house; prospects and buy-box matches can be many.
Analytics
Live KPIs, marketing, pipeline, selling, and team.
Lists
Named seller and buyer lists, auto stacks, matching, and bulk work.
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.
Queue
ASCENTTV builds the letters. Progress shows up here, and you get an email when a batch is ready.
JV Maker
Joint ventures on an underwritten contract, or on a pipeline property / bundle with no contract yet. Pick buyers from CRM.
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.
List
Deals Ascent A&D is ready to dispo, and properties sent in for review.
Deal hub
Pick a house or package. Work, Deal Explorer, and Notes are the tabs. People on it open in People.
Portal
Your properties, status, and notes.
Direct Mail
Print your own letter or postcard to a list, an LOI selection, or houses you pick on the map.
Admin inbox on Resend — received, sent, and drafts. Same mailbox as the local admin panel.
Buyers
Admin only. Recent residential buyers in the portfolio counties. People with two or more deeds are the end-buyer list.
County
Joshua Willey, Admin, and Josh Gold. Pick a county, set the buyer, then pull public records.
Schedule
Share a booking link. Guests pick a time. It lands on your Google Calendar with a Meet link.
Document Handler
Pick an HTML or PDF from the same file tree as Deal Explorer. Load it, then send for signature. Photos are not signed.
Settings
Account and workspace for this sign-in.