Control the platform and keep it stable

Admins control configuration, user access, workflow standards, monitoring, and operational safety across the site.

Run your own brokerage box inside the platform

Brokers manage their own company profile, users, workflow cadence, and assignments without gaining full system-admin authority.

Run assets from intake through close

Asset Managers coordinate the property lifecycle from assignment through stabilization, marketing, offer handling, and close.

Complete valuation work and assigned transaction tasks

Agents and brokers provide valuation work, market intelligence, and assigned production support.

Keep contracts, packets, and closeout work moving

Transaction Coordinators focus on contract packets, signature readiness, delivery timing, and close-related follow-through.

Request work and track progress without internal clutter

Clients submit requests, monitor progress, and retrieve finished work without seeing internal operations noise.

Review inventory and manage offer activity

Buyer users review inventory, submit offers when allowed, and monitor offer activity from a limited, buyer-safe workspace.

Complete assigned field work and stay compliant

Vendors perform approved field work, document completion, and keep compliance details current.

Retail Listing Workflow

Designed to secure a listing, prepare the property for market, launch cleanly, and manage offer-to-close activity with clearer milestones.

• Lead Intake
• Listing Consultation
• Pre-Market Preparation
• MLS Launch
• Active Listing Management
• Offer Management
• Contract-to-Close
• Closing

Loss Mitigation Workflow

Built for borrower engagement, valuation, workout strategy, and short sale or foreclosure transition decisions before full REO handling begins.

• Asset Assignment
• Occupancy Verification
• Borrower Engagement
• Property Valuation
• Resolution Strategy
• Short Sale Process
• Escalation / Foreclosure Transition

REO Asset Management Workflow

Focused on securing the property quickly, preserving value, preparing the asset for disposition, and controlling lender carry costs with stronger stage control and task intelligence.

• Intake & Acceptance
• Occupancy Verification
• Preservation & Valuation
• Marketing & Asset Exposure
• Escrow & Closing
• Closed & Audit

Corporate / Broker Direct Workflow

Supports institutional, corporate, and broker-direct operations with stronger due diligence, company-specific cadence, and controlled reporting.

• Corporate Intake
• Due Diligence
• Asset Stabilization
• Pricing and Valuation
• Listing Preparation
• Marketing and Reporting
• Offer Review
• Transaction Management
• Closing and Compliance

Portal Home

Provides the front door into the platform and role-based routing.

My Work

Shows a role-focused workload view with due-now work, blockers, quick actions, and next-step guidance.

My Profile

Lets users maintain their own profile details without editing access rights.

Asset Center

Central detail view for a single asset, with next action, stage journey, blockers, and related workbench tools.

Asset Board

Portfolio view across asset statuses and next actions.

Calendar

Shows due dates, scheduled checks, and calendar-based obligations.

Asset Reports

Aggregates reporting for asset operations.

Asset Service Order

Captures service-intake requests outside a standard BPO request.

Comms Log

Preserves communication history and notes.

Pre-List Inventory

Displays inventory before or outside a standard active listing experience, with private marketing controls for owner-side users.

BPO Request

Creates a new BPO intake request with faster autofill and internal auto-assignment.

BPO Queue

Tracks request intake, assignment, and queue movement.

BPO Form

Handles end-to-end BPO production and report generation.

BPO Search

Finds and reopens prior BPO reports.

Workflow Center

Tracks request-stage execution and workflow tasking.

BPO Review

Lets managers order multiple BPO opinions on one property, compare them side by side, request rework, and approve the final result.

Offers & Negotiations

Stores offer rounds, buyer details, status, dates, pricing, and negotiation notes.

Contract Packets

Tracks required contract documents and signature readiness.

Transaction Room

Holds transaction checklist logic and document readiness around the live transaction.

CDA Form

Creates and routes commission disbursement agreements.

Client Queue

Shows the client's own request progress and linked asset visibility.

Client Delivery

Provides completed deliverables to the client.

My Offers

Tracks submitted buyer-side offer activity.

Vendor Application

Captures vendor onboarding requests and compliance details.

Vendor Scorecards

Tracks vendor quality, responsiveness, and compliance.

Vacant Inspection

Captures vacant-inspection field work.

Admin Settings

Controls platform configuration, workflows, rights, client theme packs, and operations tooling.

Task Template Design

Designs workflow cadence, stage-based task templates, status lanes, and transition rules from one control center.

Workflow Map

Shows a visual workflow diagram of how an asset can move, including automatic and manual paths.

Workflow Exceptions Center

Collects blocked files and workflow holds into one focused operational screen.

Security Audit

Shows a live user access matrix and audit-ready view of platform rights.

QA Mission Control

Provides a release-testing cockpit with readiness scans, regression checks, smoke scripts, and saved signoff sessions.

Visitor Insights

Shows public site traffic, cookie-consent choices, page popularity, visitor IP details, and current signed-in session visibility.

Auth Health

Shows the state of sign-in, account readiness, and mail delivery path health.