Properties and Property Workspace

Open Properties to add, import, search or filter properties. A property workspace keeps all work for one address connected. The visible sections are task-based, and each sub-view remains addressable through the view selector.

Adding or importing a property

Choose Add property, enter the address and purpose, and provide a listing URL, source text/document or manual facts when available. Review the property match and all imported facts before accepting them. If enrichment does not finish, the property remains available and the unfinished step can be retried from Overview.

Overview

• Overview shows lifecycle stage, purpose, core details, setup progress and recommended actions.
• Tasks is the general property task board. Transaction-specific contractual work belongs in the Transaction checklist.

Property Data

• Facts stores verified facts with source and confidence. Resolve conflicts before marketing.
• Dossier shows parcel, ownership and public-record context with provenance.
• Local Intel runs jurisdiction-aware local sources and shows distance, match method, freshness and review state.
• Market shows area market/demographic context with source timestamps.
• Intelligence produces evidence-backed listing analysis and recommendations.
• Financials & Comps separates sourced estimates/comparables from user-entered scenarios.
• Risk shows hazard and facility signals with provenance and freshness.

Marketing

• Media & Rights imports/discovers media and records identity, license, rights and restrictions.
• Asset Library holds original media and generated derivatives with room/feature tags and lineage.
• Visual Tools creates boundaries, badges, flyers, photo edits, optimized images and tours.
• Content starts eligible real-estate Content Forge modes and shows generation history.
• Campaign builds a reviewable plan; each item is generated and approved separately.
• Video creates property video bundles and opens drone-boundary projects.
• Distribution manages deliverables and trackable links.
• Performance shows property campaign events and asset use.

Deal

• Deal Room uploads documents, extracts reviewable facts, surfaces disagreements and identity mismatches, suggests tasks and creates controlled exports.
• Transaction manages deal type, stage, parties, dates, confirmed/proposed deadlines, checklists, offers, risks, client-update drafts and close-out.
• Reports creates sale, investor and rental reports. Investor reports require explicit assumptions.
• Compliance shows the marketing/generation review log and its Approved, Needs verification or Do not publish verdicts.

Closing a transaction preserves the record. Follow-up work becomes visible tasks; no client is messaged silently.

Relationships

• Leads shows property-linked inquiries.
• Open Houses creates events and sign-in links, then provides visitor review and recap.
• Follow-up creates reviewable sequences and message drafts. Drafting is not sending.
• Client Portal creates scoped, expiring, revocable portal links.
• Ownership & Care manages post-close ownership, care plans, milestones and annual reviews.

Ownership & Management

Rental / Management appears for rental-purpose or rental-stage properties. It maintains rent, availability, lease, tenant and owner workflow facts used by rental content and reports.