> For the complete documentation index, see [llms.txt](https://thecontentforge.gitbook.io/thecontentforge-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://thecontentforge.gitbook.io/thecontentforge-docs/feature-glossary/glossary/real-estate-properties.md). # Real Estate: Properties and the Property Workspace *Last updated: 2026-08-07.* Every property you work on gets its own workspace: one place for the facts, the photos, the marketing, the deal, the people, and the paperwork. This area is available only in real estate workspaces, and it is where most day to day agent work happens. ## The property list The front door to the whole vertical. It shows every property you are working on and lets you create new ones. * **Properties** - A card view of every property in the workspace, each showing its name or address, its town and region, its current lifecycle stage, its price or rent, and its bed and bath count. Clicking a card opens that property's workspace. * **Pipeline views** - Four saved filters across the top of the list: everything, the sales pipeline, the rental pipeline, and occupied portfolio holdings. It lets a mixed sales and rentals business look at one side of the book at a time without setting up filters. * **Portfolio counters** - A row of live counts across the top: active listings, rental vacancies, leases ending, open maintenance, running campaigns, new leads, and scheduled content. It is the fastest read on whether anything needs you today. * **Leases ending soon** - A banner that appears when any lease in the workspace ends within 60 days, so renewals get started before they turn into vacancies. * **New Property** - A short form to create a property: name or address, what you are using it for, which can be any combination of for sale, rental, investor, buyer research and portfolio, its lifecycle stage, its location, and headline numbers. Currency and measurement units are set automatically from the country you pick. * **Import from a listing sheet, listing text, or a URL** - Instead of typing everything, paste an MLS sheet, a listing description, a spreadsheet row, or a listing web address. The system reads out the structural details and a list of individual facts, pre-fills the form, and shows you every extracted fact with a checkbox so you decide what gets saved. Each fact records whether it came from a listing page or a pasted sheet, and if the source mentions photos or portal media you get a rights warning before you go near republishing it. * **Automatic setup from the address** - When a new property has a street address and a city, the workspace gathers the public data for it on its own: map location, public records, parcel identity, market context, hazard screening, financial context, local intelligence, and free imagery. You can see which of those came back, and anything that could not be retrieved is named so you can try it again from the property's Overview. ## Overview Where you land when you open a property, and where you keep the property's own to do list. * **Overview** - The control panel for one property. It carries the lifecycle stage selector with its suggested content for that stage, a short list of next best actions calculated from what the property already has, its map location with a re-run of the public data lookups and a manual pin fallback, a readiness checklist of the core facts still missing, and a switch that turns on a public property page with a lead capture form. Changing the stage offers to apply the usual follow on steps, such as creating the right prep tasks and drafting the content that normally goes with that stage. * **Tasks** - A four column board of to do, doing, done, and blocked for this property, with optional due dates and overdue highlighting. You can add tasks by hand or load a ready made checklist for the property's current lifecycle stage. ## Property Data Everything the workspace knows about the property itself, from what you entered to what public records say. * **Facts** - The property's fact ledger. Every fact carries where it came from, how confident you are in it, and whether it may appear in public content. This matters because generated listings, posts, and reports only state a fact as a claim when it is marked verified and public, and hedge everything else. * **Dossier** - Parcel, zoning, and permit records pulled from county public sources, with a coverage score that tells you honestly how much that particular county publishes. It covers United States properties only, and depth varies sharply by county. Useful for pre listing homework and for answering owner questions without a trip to the county website. * **Local Intel** - A deeper sweep of official city and county sources: zoning, permits, code cases, planning, recorder filings, and local overlays. Every record shows how it was obtained, whether it matched this exact property or only the surrounding area, and how confident the match is. Anything ambiguous or low confidence lands in a review queue and does not count as a property fact until you accept it. * **Market** - Neighbourhood and economic context for the address: census demographics, county rent baselines by bedroom count, affordability limits, local income, and unemployment. It also flags a rental that looks priced below its market, which is a renewal conversation worth having. * **Intelligence** - Listing health, strategy options, rental strategy, and audience fit for this one property, all anchored to a resolved market area. Listing health scores how the listing is doing and lists the parts it could not measure and why, rather than scoring them zero. Strategy options are always a set of choices with their assumptions, risks, and unknowns attached, never a recommendation, holding at the current price is always one of them, and recording that a seller chose an option changes nothing on the listing. * **Financials & Comps** - Estimated value and estimated rent with their ranges and every contributing source, comparable sales and comparable rentals, transaction history, assessment and tax history, and pricing signals such as gross yield and price against assessment. There is also an investor scenario calculator for cap rate, cash on cash, debt service coverage, and cash flow. Everything is labelled as an estimate, not an appraisal. * **Risk** - Due diligence screening from public federal and state sources: flood, wildfire, multi hazard ratings, active weather alerts, nearby regulated facilities, disaster history, and river gauges, each with an attention level and an overall level for the property. It covers United States properties that have been geocoded. It gives you the honest answer before a buyer's inspector does, with clear notes that screening is not a flood insurance determination and must never be used to steer a buyer or renter. ## Marketing Turning the property into publishable material, and keeping track of where that material went. * **Media & Rights** - The intake point for property media and the place rights get settled. You can upload photos and video, send an expiring and revocable upload link for seller photos, a photography delivery, drone footage, rental unit photos, maintenance before and after shots or contractor progress, pull images out of a document such as a flyer or brochure, and search free public imagery for the address including official aerial and open street level photography. Every image shows its licence, its required credit line, and whether it is cleared for public use, and images whose licence does not allow republication stay usable inside the workspace only. * **The rights questionnaire, inside Media & Rights** - You cannot set a clearance status by hand. You answer a short set of questions about the media you selected, who you are on this listing, whether you own it, whether you have permission, whether it may be marketed and edited, whether a photographer credit is required, whether it is MLS restricted, and whether it is virtually staged, and the answers decide the status. Anything you cannot vouch for is marked reference only instead. * **Asset Library** - The property's own media grid, distinct from the shared workspace-wide asset library described on the Assets and Knowledge page. Here you upload new files or attach something from that shared library, tag photos by room and feature, mark a hero shot, set rights status, mark something as virtually staged or as not to be used, rerun the automatic tagging, and from an image's menu add a badge, draw property lines, produce an optimised export, or detach it from the property. Any change that makes an asset more usable, such as clearing it for publication or lifting a do not use mark, asks you to type the reason onto the record first. * **Visual Tools** - The workshop where photos and video become marketing pieces. It suggests the right visual for the property's current lifecycle stage, offers a quick create grid of the available tools, and keeps a history of every visual project with retry and remove on anything that failed. It also refuses unsafe sources, so you cannot stack an AI edit on top of another generated image, or run a twilight conversion on an interior shot. * **Content** - The property's writing desk. Buttons for the content types that suit the current stage, one click into the full Content Forge writing surface, and a running history of what has been generated and what is scheduled to post. Newsletter presets produce email ready HTML for this property, built only from its verified facts, which you export rather than send from here. * **Campaign** - Build a multi day marketing plan for the property. You pick a campaign type suited to the property, and you get a day by day timeline of posts, channels, and matching visuals. Each item opens Content Forge pre loaded, an item is only marked done once something was actually produced, and the campaign cannot be closed until every item on it has been. * **Video** - Property video assembled from your rights cleared photos in a room aware order, using ready made formats such as a 15 second teaser, a 30 second reel, a 60 second tour, an open house video, a price drop video, a just sold video, and rental and investor equivalents. A build takes a few minutes and the finished video plays back here when it is ready, and at least one rights cleared photo is required before a build will start. Each build also returns the copy that goes with it, a title, caption, hashtags, calls to action, a newsletter block, an SMS blurb, an email intro, and a post draft, each with its own copy button. * **Distribution** - One record for every thing that actually went out, which you enter yourself with its channel, what it was, who it went to, and its call to action, so a reel, a newsletter, a flyer, an SMS, and a QR campaign are visibly the same effort. You can mint a tracked link for any of them, copy it, download a QR code for it, or revoke it. Those links carry nothing that identifies the person who received them, because tracking URLs end up in browser history and group chats. * **Performance** - What the marketing did. Scheduled and published counts, tracked visits and downstream enquiries per distribution item, your most reused media, and a timeline of everything that happened to this property from listing to sale. #### Inside Visual Tools The visual tools are the most distinctive part of the marketing area, so each one is described separately. * **Badge maker** - Puts a marketing status band on a photo: Just Listed, Coming Soon, Open House, Price Reduced, Under Contract, Sold, and the rental equivalents. Nine design styles, an accent colour, an optional price and detail line, and a live preview. Only badges that match the property's actual lifecycle stage are offered, and if you type a price that disagrees with the property's verified price the tool warns you before you save. * **Flyer and one-pager** - Composes a portrait image from a hero photo, the property's verified facts, your name and brokerage, a call to action, and a compliance footer localised to the property's country, then saves it into the property's media. If the public property page is switched on, a QR code to it is added automatically. Designs are listing flyer, open house flyer, just sold, rental flyer, owner update card, portfolio one-pager, and investor one-pager, and only the ones that fit the property's stage and purpose are offered. * **Enhance photo** - AI lighting and clarity correction on a listing photo, with a natural, bright, or crisp finish. The saved result is marked as a digitally edited image and carries that disclosure. * **Declutter photo** - Removes distractions from a room at a light, standard, or full level, so a lived in space photographs as showing ready. You have to tick the tiles of the photo that actually contain the clutter before it will run, and everything outside your selection is put back untouched. The result is marked as a digitally edited image and carries that disclosure. * **Day to night** - Converts an exterior shot to blue hour, warm twilight, or early evening. The tool checks first that the photo really is an exterior and asks you to confirm if it cannot tell. The result carries the edited image disclosure. * **Virtual staging** - Furnishes an empty room in a chosen style, room type, and furniture density. It refuses a room it can already see is furnished and asks you to confirm emptiness when it is not sure. The result is marked as virtually staged and carries that disclosure. * **Edit disclosure** - Every AI photo edit is recorded as an edited or virtually staged asset and carries the matching disclosure text, and the workspace tracks which original it came from. That is what keeps enhanced marketing photos on the right side of listing rules. * **Property line overlay on a photo** - Draw a parcel boundary directly onto an aerial or drone still by clicking corners, then drag any corner to adjust. Style the line and fill, add a lot size, acreage, price, or parcel label, and save it back into the property's media. The output always carries the wording that the boundary is illustrative only and must be verified against survey and title records. * **Drone boundary studio** - The same idea on moving footage, opened from either Visual Tools or the Video tab. It analyses the video to find the strongest aerial passes, rejects weak footage, and builds an editable tracked boundary you correct by scrubbing the timeline, with your correction becoming the authoritative version from that moment on. You control which time windows show the overlay, trim the clip, style the line, animate the reveal, and place a label, then render the finished video, save it to the property's media, or download it, and the illustrative boundary disclosure applies here too. * **Optimise a photo for a platform** - Recompresses a photo down to a listing friendly size, saved as a separate copy so the original is untouched. It is available from a photo's menu in the Asset Library, it accepts JPEG, PNG, and WebP originals, and it saves a smaller JPEG sized for listing and social use. ## Deal The paperwork side: documents, the transaction itself, client ready reports, and a compliance check. * **Deal Room** - Every document about this property in one room, split by the work it needs: filing, reviewing, settling disagreements, and sharing, with a live count on each so you can see whether anything is waiting on you. Upload contracts, disclosures, inspections, and HOA packets, and the system reads facts out of them and suggests tasks, but nothing reaches the property record until you confirm it. Where two documents disagree about the same fact that disagreement is raised rather than quietly resolved, address and parcel mismatches count as critical, and a share packet built for a specific audience leads with what was excluded rather than what made it in. * **Transaction** - Runs a deal from contract to close. It proposes the usual deadline dates from the contract date and keeps every one of them visibly provisional until a person confirms they checked the contract, and a client update is drafted only from the dates that were confirmed and is never sent for you. It compares offers, tracks who is involved and in what role, runs a stage by stage checklist, flags anything worth your attention, records stage history, and on closing can start a post close plan of check ins and milestones for the client. * **Reports** - One click, client ready reports built from the property's real data: property snapshot, seller strategy, buyer advisory, neighbourhood, listing launch, open house kit, and an investor snapshot you can run against your own financing assumptions. Rental properties get rental listing, owner update, vacancy campaign, lease renewal, and maintenance summary reports. * **Printable property report** - Every finished report opens as a clean, print styled document with your name, your brokerage, and the standard reliability and equal housing footer. Print it or save it as a PDF straight from the browser, ready to hand to a client. * **Compliance** - Paste any copy you wrote by hand, on its own or together with the images it references, and have it checked for fair housing steering, unsupported claims, and missing disclosures before it goes out. It returns a verdict, shows exactly what was matched, suggests safer wording, and can rewrite the whole passage for you without inventing new facts, prices or guarantees. Content the system generates is already checked automatically, so this is the safety net for everything else. ## Relationships The people around the property, and the ways they hear from you. * **Leads** - Every enquiry attached to this property in one board. Turning on the public property page from Overview makes those enquiries arrive by themselves. * **Open Houses** - Schedule an open house, a private showing block, or a rental viewing block once the property is in a marketable stage, and get a sign in link and a printable QR code for the door. The sign in form asks only questions about housing need, drawn from a fixed safe list, and the system refuses to build a form that asks anything touching a protected class. You can add walk in visitors by hand, track showings, and copy out a seller recap that reports how the marketing performed in aggregate without telling the seller who walked through their door. * **Follow-up** - Drafts the message you would otherwise put off writing: after a showing, after the open house, when the price drops, the weekly seller update, confirming a rental viewing, or application next steps. Each draft carries its own status, including whether consent is needed and whether compliance has blocked it, so nothing goes out that should not. * **Client Portal** - The agent side of the client portal: you issue a read only link a client can open with no account, choosing the audience, and each audience only ever sees what that audience should, so sellers see activity, photos and reports, buyers see photos, details and client cleared documents, investors see numbers and paperwork, and owners see how the rental is performing. Every link expires, can be withdrawn at any time, and shows you when it was viewed. What the client actually sees when they open it is described under Client-facing pages on the Team Operations, Automations and Client-Facing Pages page. * **Ownership & Care** - Keeps the relationship alive after the deal. Build a maintenance and care plan for the property based on who owns it and the local climate, complete or snooze items as they come due, track who the owner or tenant is, and produce an annual property review to send them. It turns a closed transaction into a reason to stay in touch. ## Ownership and Management Shown only on properties that are rentals or that have reached a rental lifecycle stage. * **Rental / Management** - Day to day landlord work for the property: the unit's rent, deposit, availability date and status, the current lease with tenant, dates and renewal status, and a maintenance list with priorities and statuses. Starting a lease and opening or completing a maintenance item are written into the property's timeline as they happen. Quick actions move the property straight to available or rented, or jump you to building a rental campaign or drafting an owner update. ## Portfolio Strategy A separate screen for owners and investors who hold more than one property. It describes a portfolio honestly rather than scoring it. * **Portfolios and holdings** - Group properties into a named portfolio and record each holding's debt balance and where that debt figure came from. A debt number without a stated source is not accepted, because six months later nobody can tell a real balance from a guess. * **Strategy snapshot** - Property count, estimated value, estimated equity, and occupancy for the portfolio, plus a plain description of where the value is concentrated, what is worth a conversation, and what information is missing. If any holding's debt is unconfirmed, the equity total is withheld and the reason is printed where the number would have been, because a partial equity total always flatters the owner. * **What-if scenarios** - Run interest rate or vacancy scenarios across the portfolio and see the arithmetic with every assumption listed beside the answer, including which assumptions were defaults nobody chose. Where the inputs are not good enough to answer, the scenario says so instead of producing a number. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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