Product
Pipeline & portfolio
From list drops and imports through closed-won and exit execution: sourcing, acquisitions, portfolio, dispositions, auctions, and county monitors stay linked so context never gets lost.
Properties & imports
Acquisitions pipeline
Pipeline
Sourcing, leads, acquisitions, portfolio, dispositions, and what is on the calendar or the county site.
Bulk import from spreadsheets & PDFs
Bring lists in from CSV, TSV, Excel, or PDF: map columns, preview rows, catch dedup hints, and commit drafts into your workspace pipeline—so VA lists and county exports land as real leads, not attachment chaos.
Properties & leads
Filterable property list (grade, county, lead status) with customizable columns—add manually or land from import. Detail view tracks lead pipeline status through to Start acquisition.
Acquisitions pipeline
Switch between table and board by stage, filter acquisitions, capture notes, and set lost reasons. Jump back to the linked property or forward to portfolio when an acquisition closes won.
Portfolio
Closed-won acquisitions move into portfolio automatically. Filter by phase and exit strategy, drill into execution plays, milestones, and tasks — all linked back to the originating acquisition.
Dispositions
Run an exit pipeline alongside acquisitions: track listings, offers, due diligence, and closing with stages and notes—so sell-side work does not collide with buy-side context.
Auction date tracker
Upcoming auctions grouped by this week, next week, and later — or flip to a month calendar view and click any day to drill into its properties. Nothing slips when auction dates are spread across a large pipeline.
County monitoring
Power-user option: configure county-level monitors for auction and listing sites, review snapshots when content changes, and approve imports into your pipeline—so list drops meet your team where they already work.
BRRRR refinance workflow
After you close and stabilize a rental or flip-to-hold, track a dedicated BRRRR refinance from the portfolio holding: stages, milestones, and lender-facing notes stay next to the asset—not in a separate spreadsheet. Open the refi from the holding when you are ready to pull equity or reset the loan.
Refinances are per property in your workspace; there is no public demo link without signing in.
Your acquisition pipeline deserves better than a spreadsheet.
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