Product
Workspace
Companies live or die on rollout: onboarding, Help, workspace playbooks, calendar and VA task workflows, and a multi-language shell sit next to contacts and notifications so your process is documented where work happens—not only in a wiki no one opens.
Workspace settings
Help & playbooks
Workspace
Onboarding, in-app help, multi-language UI, calendar and VA workflows, and your own playbooks—plus people, sync, and notifications. Heavy execution on owned assets lives under Operations.
Onboarding & first-run guidance
Guided prompts on the dashboard and clear paths through workspace setup help new members reach “first value” fast—so adoption is not a scavenger hunt through a blank CRM.
In-app Help
A dedicated Help area with global topics, plus contextual guidance that follows the screen you are on—so investors, partners, and VAs answer “what does this field mean?” without leaving the workflow.
Workspace playbooks
Publish workspace-scoped playbooks—your underwriting checklists, county-monitor runbooks, and VA SOPs in rich text—alongside global Help. Teams with permission create and revise them so the app reflects your process, not a generic template.
Multi-language UI
Each member chooses a display language in Settings—English (U.S.), Spanish, or Brazilian Portuguese—with localized navigation and shared interface strings. Numbers and currency stay on one predictable format so underwriting math does not drift between people on the same workspace.
Calendar & VA workflows
Use the calendar hub for workspace events, lead auction dates, and a VA task feed. Tune cadence and per-property UI in Settings so assistants see the fields and rhythm your shop expects.
Contacts
Sellers, lenders, agents, and contractors in one place — with phone, email, company, and notes. Link contacts to the properties and acquisitions they belong to so the right people are always a tap away.
Real-time sync
Lists and detail pages update as your workspace changes — you are always looking at the latest numbers and notes, backed by a secure cloud workspace you control.
Mobile-first shell
Built mobile-first with a bottom tab bar for dashboard, properties, acquisitions, portfolio, and maintenance — work from your phone at the property or from your desk at home.
Email notifications
Activity digests for your acquisitions and properties, delivered to your inbox. Choose immediate or daily frequency per channel in Settings — stay informed without the noise.
Your acquisition pipeline deserves better than a spreadsheet.
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