Sale pipeline
Kanban from prospect, pitch, underwriting, marketing, offers, PSA, due diligence and closing to closed or lost.
Capital pipeline
A second board for financing: sizing, lender outreach, quotes, term sheet, subscription and closing.
Board and list views
Drag a deal across stages or switch to a sortable list. Stage history is kept on every deal.
Brokerage listings
Listings with status, pricing and activity, tied back to the property and the seller relationship.
Marketing campaigns and lists
Build buyer and investor lists, run campaigns per listing and track status from draft to sent.
Legal Pre-Check
A due-diligence aid that flags title and contract red flags with cited pages and attorney-review triggers. Not legal advice.
Not legal advice; a due-diligence aid. Always consult a licensed attorney.
Pre-check before you commit
Not legal advice; a due-diligence aid. Always consult a licensed attorney.
