Track properties from first lead through underwriting—add them one at a time or import lists from CSV, Excel, or PDF in your workspace—then move deals across stages in a table or board and manage closed-won holdings in your portfolio. One workspace that stays in sync across your devices.
Sign in with Google for early access. Property, deal, and portfolio workflows are live, plus bulk import, a workspace dashboard, and full settings—including email notification preferences (activity digests; the immediate option is still typically within a few minutes).
Real underwriting workflows—not a slide deck. Here is what you can use in the app today.
Filterable property list (grade, county, lead status), customizable columns, add properties manually or import CSV, TSV, Excel, or PDF with column mapping and preview (workspaces)—plus dedup hints against what you already have. Detail view includes lead pipeline updates—then Start deal when you are ready to underwrite.
Switch between table and board by stage, filter by stage, capture notes, set lost reasons, and jump back to the linked property or forward to portfolio when a deal closes won.
Deal detail includes a metrics section tied to your assumptions—so cashflow, debt, and return-style inputs stay next to stage and notes instead of scattered across spreadsheets.
When a deal is Closed (won), it shows up in portfolio with filters for phase and exit strategy—plus detail pages for execution plays, milestones, and tasks.
Lists and detail pages refresh as your workspace changes, so you are always looking at the latest numbers and notes—backed by a secure cloud workspace you control.
Built mobile-first with a bottom tab bar for properties, deals, and portfolio—so you can work from your phone at the property or at your desk.
One thread from street address to post-close execution—mirroring the routes you already have under /app.
Add properties one at a time or import a list from CSV, Excel, or PDF—map columns, preview rows, then set lead status and grade, attach context on the detail page, and keep the pipeline honest before you spend time modeling.
Start a deal from the property, work metrics and notes on the deal page, drag or filter through stages in board or table view, and record outcomes when you win or lose.
Mark the deal closed won to land it in portfolio, filter by phase and exit strategy, and use the holding detail pages for plays, milestones, and tasks.
Illustrative quotes—shaped around the workflows we are building (pipeline, import, board, metrics, portfolio).
“Finally—lead status and deal stages in one place instead of a 12-tab spreadsheet.”
“The board view makes it obvious which deals are stuck—and the metrics sit right next to my notes.”
“When we close, I want post-close tasks beside the underwriting story—portfolio is where that should live.”
Join the waitlist for onboarding—or tap Sign in in the header to open your workspace with Google (more sign-in options on the way).