Posh Builders & Development
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Connect your Supabase project

Paste the two values from your Supabase dashboard. Only needs to be done once — the app will remember them on this computer.

Example: https://your-project.supabase.co
In Supabase: Project Settings → API Keys → copy the default Publishable key. Do not use the Secret key.
Posh Builders
Sales Department ▾
Sales Department Home
All Leads
DTS Plecto
Leads Deep Dive
Self-Report Entries
Self-Report Dashboards
Dashboards
Dispo
🚨 Missed Opp Warning
Inbound Responses
Internal Marketing
JV Department
Transactions
Loans
Inventory ▾
Inventory
REO
Full REO
Flips Reporting
Mgmt ▾
Lead Goals and Budget
Current Campaigns Registry
Self-Report Goals
DTS Cost Analysis
Andy's Cash Position
Andy's 1st Closings Dash
Settings ▾
TV Displays
Definitions
Users
HR
Posh Builders & DevelopmentOperations Dashboard
Sales Department
Transactions
Dispo
Loans
Inventory
Company Cashflow
Mgmt
SALES DEPARTMENTAll Leads · DTS · JV Department
All Leads
DTS Plecto
Leads Deep Dive
Self-Report Entries
Self-Report Dashboards
Dashboards
Inbound Responses
Internal Marketing
JV Department
Total Cash Position
$0
Bank +$0 REO +$0
Bank Accounts
$0
Chase · usable owners
Credit Card Accounts
$0
Amex · Cap One · Lowes · Visa
Unusable in Bank Account
$0
Nest Egg Not Usable
REO Balance
$0
Sum of Cash Position

Add account balance

Try: LOH / Chase Bank / $100,000 / today → the Bank Accounts tile + Total Cash both update instantly.

Entries

Date Owner Type Balance
No entries yet. Add one on the left, or hit "Load sample data".
The cashflow forecast tables are missing in Supabase. Run migration-cashflow-forecast.sql in your Supabase SQL Editor, then refresh.
Available Cash (Usable)
$0
Drives the rolling forecast
Credit Card Accounts
$0
Amex · Cap One · Lowes · Visa
Available Credit
$0
Not Usable in Bank
$0
Nest Egg — excluded from spendable
Total REO Cash Position
$0
Active short-term financed properties · tracker totals

4-Week Forecast

Window
2 weeks
4 weeks
8 weeks
13 weeks
Show
Closings
Loans
Cyclicals
Manual Entries
Entity
Ending cash < $50k buffer Ending cash < $0 PProjected (estimated date) Click a Cash IN / Cash OUT cell to expand line items.

Account Balances

Current cash positions. Update whenever balances change.

View history
No accounts yet. Click "+ Add Account Balance Entry" to log the first one.

Cyclical Expenses

Recurring outflows. Changes apply to all future weeks unless overridden.

NameAmountFrequencyActive
No cyclical expenses yet.

Forecast Entries

One-off Cash IN / OUT items. Each entry hits the forecast in the week containing its date. Use Cyclicals (left) for items that recur every week or month.

Date Dir Owner / Type Description Amount
No forecast entries yet.

REO properties (live from Google Sheet)

Loading…
Property Status Date Purchased Cash Position
No properties loaded.
Source: GLOBAL REO MASTER SHEET · tab "New Cash Position". Edits in the sheet appear here within ~1 minute. Click Refresh to force-reload.
The lenders, properties, or loans table is missing in Supabase. Run properties-loans-schema.sql in your Supabase SQL Editor, then refresh.
Lenders
Lender Follow-Ups
Loans
Maturity
Payoff History
Upcoming Activity
Analytics
Rate Scenario
Company Cashflow
Clear filter

Upcoming Activity

Loan Payoffs

From To

Purchases (Needs Funded)

From To
▸ Undated (TBD close) — 0

Lenders

Baseline Rate
Baseline Term
No lenders yet. Add one above.

Lender Follow-Ups

Auto-built from lenders who like property updates and currently hold an active loan. Items appear for a monthly check-in (30+ days since last contact), when a property is newly listed, and when it goes under contract. Mark an item done to log it.

Properties

New Property

Tracker

Leverage

Address Entity Status # Loans Total Borrowed Lenders
No properties yet.

Tracker

Loans on this property

Loan # Lender Type Pos Amount Rate End Date Status
Total $0
No loans on this property yet.

Loans

to days

⚠ Pending Loan Requests

LenderAmountAddress InterestOrig Fee Start DateSubmitted By

Upcoming Loans

Loan # Property / TC Lender Type Pos Amount Rate End Date Status Funding Status
No upcoming loans.

Active Loans

Loan # Property Lender Type Pos Amount Rate End Date Status
No loans yet.

General / Business Loans

Loan # Lender Lent To Cash In/Outgoing Type Amount Rate Start End Date Status
No general loans.

Maturity Dashboard

Loan Maturity Dashboard
Total $ Maturing — Next 30 Days
$0
0 loans
Total $ Maturing — Next 60 Days
$0
0 loans

Payoff History

Lender Property Address Loan # Position Type Principal Interest Rate Funding Date Payoff Date Total Payoff Interest Paid
No loan payoffs in this window.
0 properties match · no filters
Properties Matched
0
across all properties
Total Borrowed
$0
0 active loans
Avg Loan / Property
$0
across matched properties
Avg Listed Price
$0
no data
Sum Listed Price
$0
0 listed
Avg Sq Ft
—
no data
Avg Build Year
—
no data
Avg Beds
—
Avg Baths
—
Avg Lot Size
—
Avg Days Since Purchase
—

Breakdown by Status

Matching properties

Address Status PM Entity Listed Price Total Borrowed
No properties match these filters.
Three-table model: a Lender has many Loans · a Property has many Loans · each Loan links a Lender to a Property. Edits sync to Supabase and across tabs in realtime.

Leads Deep Dive

Campaigns:
Maturity window:
Cohorts auto-grouped by lead-created month. Immature leads (didn't reach selected window yet) shown in italics.
Date column: Range: →

Per-Campaign Breakdown

Lead Detail

Created Campaign Status FC Gross Appt Kept Offer UC Closed Profit Touches
DTS Leads Analysis — sourced from lead_milestones (Main DB). 5,164 DTS leads since 2023, refreshed every cron tick. Cohort View: per-cohort funnel reach within the selected day-N maturity window. Calendar View: calendar-range KPI tiles + per-campaign roll-up by the selected date column. Click any row to open the lead detail modal (Activity Log + Notes, paginated 10-at-a-time). See Definitions tab for column-by-column rules.
Self-Report Entries
Daily self-reporting forms — pick your role and person, then fill in your day.
Pick a role to begin.
Past entries
Click a row to view or edit the submission.
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Entry

Self-Report Dashboards
Activity Stoplight dashboards — pick a person to see their daily + week-to-date scorecards vs goals.
Dashboards · Acq Floor
Seven TV-ready dashboards for the wall. Each opens in-app for a desk preview, or in kiosk mode for the actual rotation at /tv/acq-floor. Data refreshes every 15 minutes via the tv-pulse cron.
Manager Overview
Appointments Log
Missed Appts (MTD)
Offers Log
Leads Log

Last 20 Gross Appointments

Workable only · ex-JV · gross = lead's first-ever appt · walked back from yesterday
Address Date Kept Acq Manager Campaign In Contract

By Acq Manager — Last 20 Gross Appointments

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Kept % — Last 20 Gross Appointments

—
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Missed Appts MTD — by Acq Manager

Not-Kept + No-Answer · unrescued · ex-JV · current month
Acquisition Manager Not-Kept No-Answer Total Missed

Missed Appointment Log

Date & Time Lead Phone Address Campaign AM Outcome

Offers Log

Last 20 DTS offers, most-recent first. Ex-JV, ex-DASHBOARD_EXCLUDED_CAMPAIGNS.
Address Acq Manager Offer Amount In Contract? Campaign

Leads Log

Last 20 workable DTS leads by Lead Created date. Workable = lead has a tag matching its campaign (RULE 8). Ex-JV, ex-DASHBOARD_EXCLUDED_CAMPAIGNS.
Address Seller Name Status Gross Appt? Kept Appt? Offer? Contract? Campaign
Date range:
MTD
Last month
YTD
Last 30d
Last 90d
to
Leads
—
Appts Set
—
Gross Appts
—
Appts Kept
—
Offers
—
Contracts
—
Closings
—
Profit
—

By Campaign

Pre-UC columns: Workable filter (tag must match campaign name). Post-UC columns: counted by leads.campaign only — workable tag not required.
Campaign Leads Appts Set Gross Appts Appts Kept Offers Contracts Closings Profit

By Acquisition Manager

Workable only · attributed via REsimpli's Acq Mgr role slot (5d368bcb…)
Acq Manager Leads Appts Set Gross Appts Appts Kept Offers Contracts Closings Contract % Profit

Performance vs Goals

Goals scale by calendar days in range · green ≥95% · yellow 75-94% · red <75% · edit in kpi_goals table
Each metric counts records whose own date field falls in the range — Leads by lead_created, Appts Set by appointment.created_at, Appts Kept by appointment.start_datetime (status=Kept), Offers by leads.date_of_your_offer, Contracts by tc_tracking.contract_date, Closings by tc_tracking.confirmed_closing_date where title_status='Closed & Funded' (RULE 11 canonical post-UC). Appts table currently holds 284 rows for ~8,700 leads (cron enriches 40/run); recent activity is captured but historical windows will undercount until backfill.

Transactions

TC View
Fallout & On Hold
Closings
Snapshot
Funding
Procedures
Andy's Transactions Dash
Showing 0 of 0 deals

Procedures

Canonical step-by-step SOPs for the full deal lifecycle in mini-plecto.
📄 Takedown / Flip — Full Lifecycle SOP Open ↗ 📄 DTS-Wholesale — Full Lifecycle SOP (AC + DC) Open ↗

Automations

Every scheduled job and action-triggered notification running across the app, grouped by area. ⏰ = runs on a schedule · 🖱️ = fires on an action in the app.

Fallout & On Hold Deals

All
Fallout
On Hold
Type Address Deal Type Date Reason Notes
No fallout or on-hold deals yet.
Range
Current Month
Last Month
Week to Date
YTD
Custom
From
To
Acq Manager
PM
Overall Profit (1st + 2nd Closings)
$0
0 deals
1st Closings Summary
Total Deals
0
Total Profit
$0
Avg Profit / Deal (excl. JV)
$0
Velocity
—
deals / week
Top Acq Managers by Profit
2nd Closings Summary
Total Deals
0
Total Profit / Cash
$0
Avg per Deal
$0
Velocity
—
deals / week
Top PM Managers by Profit
1st Closings Breakdown
F&F Count
0
Wholesale Count
0
F&F Profit
$0
Wholesale Profit
$0
2nd Closings Breakdown
Flip Count
0
Refi Count
0
📈 Projected 1st Closings — This Month
Upcoming TC View deals projected to close
Projected Profit
$0
0 deals
Address Exit Title Status Projected Date Projected Profit
No projected 1st closings this month.
📈 Projected 2nd Closings — This Month
In Contract + Refinancing properties projected to close
Projected Profit
$0
0 deals
Address Lifecycle Type Projected Date Projected Profit
No projected 2nd closings this month.
Total projected this month: $0 Realized so far: $0 Estimated month end (realized + pending): $0
1st Closings
Address Acq Manager Closing Date Profit Type of Closing
Total $0
No 1st closings in this range.
2nd Closings
Address PM Manager Closing Date Profit / Cash Type of Closing
Total $0
No 2nd closings in this range.
Window
3 weeks
4 weeks
8 weeks
No upcoming closings in this window.
Background Closed & Funded Ready (CTC / Scheduled / Pending Funding) In Progress Title Delays Stripe Closing today/tomorrow with open items This week, items pending Later, items pending

Funding Plan

F&F + Wholesale-DC deals, sorted by close date
Needs Funding ·0
Secured Funding ·0
No F&F or DC deals in TC View.

Cash On Hand

Loans received in our account but flagged Upcoming (Not Usable)
Click any row to edit the loan

U.C. Date
—
U.C. Price
—
Days in Pipeline
—
Acq Mgr (current)
—

Takedown Details

Funding Breakdown

Total Needed
$0
Allocated
$0
Remaining to Raise
$0
Lender Type Position Amount Status

Closing Readiness

Funding

Double Close — Funds Math

Post Closing Details

Notes

Cards are leads with current REsimpli status under contract. Mirrors REsimpli's Transaction Management page (~27 active deals). When a deal closes or falls out, REsimpli changes its status and it disappears from the kanban automatically on the next cron sync. EXIT pulled from REsimpli's investmentTitle. Takedowns filter shows only Fix-and-Flip exits — that's where the deeper drill-down (round 2) will live.

Dispo

Dispo Board
Summary
Due Diligence
End of Dispo Report
Active in-contract deals, grouped by stage.
Status
Acquisitions Manager
Stems from TC first closing dollar amounts.

Deals by Status

Closed Deals

Needs Assigned HIGH PRIORITY

Address DD End Date Projected 1st Closing

Assigned

Address DD End Date Projected 1st Closing

Needs DD End Date

Address DD End Date Projected 1st Closing
End of Dispo Report — Phase 3 (coming soon).
Mimics the Plecto EoD report using the custom-Q data.
The Kanban shows public.dispo rows where removed_from_dispo = false AND the lead is live under contract (belt-and-suspenders). Read-only — cards open the deal in REsimpli. U.C price from tc_tracking.purchase_price; Days in Pipeline from the PASA Contract Date; Accepted Offer from leads.accepted_offer_amount (accepted buyer offers only; "—" until one is accepted); # Interested Buyers from the dispo child tables.

JV Department

All JV Leads
Contacts
Date column From →

Contacts

Coming soon — investigation pending on REsimpli portfolio linkage.

🚨

Missed Opp Warning

🚨
Ranked list of seller leads we likely didn't work hard enough to win. v0.7.1 scoring, refreshed nightly ~4am ET. Click any row to see the score breakdown and classify what happened. Rows the auditor has caught as already sold are struck-through.
Tier
Status
Campaign
Verify
Classified
Search
 
 
# Verify Score Address Campaign Status Days Calls Conn SMS Notes Signals Feedback RESimpli
No leads match the current filters.
Inbound Responses
Internal Marketing
Response Entry
Reporting Dashboard
Shows ALL TV leads, including non-workable. Edit response-specific fields below — lead fundamentals are managed in REsimpli.
Shows workable TV leads only. Numbers here match what's reported in DTS / KPIs.
Range From To
Calendar View — each metric scoped to its own event date (Leads = response date, Kept Appts = kept-appt date, Contracts = contract date, Closings = closing date)
TV Funnel — trailing 12 complete months (rolling · current month excluded · independent of date range)
TV spend ($)
Response Outcome distribution
Closing $ Profit — last 12 months
REIsift Y/N Read from lead_responses.reisift_in_at. Set Yes/No on each row in the Response Entry sub-tab.

Breakdown by Classification

Each gross call lands in exactly one row. Unclassified row catches calls Max hasn't reviewed yet.
Classification Count %
Response Entry
Reporting Dashboard
All Webform leads (campaign='Webform') unioned with unmatched webform_submissions rows. Edit response fields below — fundamentals are managed in REsimpli. Webform Source (Organic / Facebook / Paid Google) is a manual curation field saved to lead_responses.webform_source.
DM Response Tracker
DM Sent Tracker
Dashboard
Shows ALL leads in campaigns marked as Mail (workable + non-workable). Edit response-specific fields below — lead fundamentals are managed in REsimpli.

DM Sent Tracker

Manual input form coming next. This will let the team log each mail-send batch (campaign, date, count, cost) so the Dashboard can compute response rate + CPL per mailing.

DM Reporting

Calendar View — filtered by Lead Created Date

Mailer Campaigns

Mark which campaigns belong to Direct Mail. Toggling these updates the Response Tracker's universe — disabling a campaign hides its leads from the grid; existing lead_responses rows are preserved.
Campaign Enabled Last updated

Internal Marketing

Calendar View
Dashboard
Detailed
Files
Range
From To

Summary

Dials
—
Pickups
—
Answers
—
Callbacks
—
New Leads
—
Talk Time
—

Disposition Breakdown

all outcomes · % of dials

FTM / Probate Targeted

Internal Bulk Dialer

Per-caller leaderboard
Break down by Click a row to see its calls

Upload Dialer Exports

Drag .xlsx files anywhere on the dotted box (or click to pick)
Drop xlsx files here
or click anywhere on this box to pick files

▶ Library

Management — Leads, Goals and Budget
Monthly editor
Yearly editor
New month:

Per-campaign monthly goals + budget

DTS campaigns for the selected month. CPL + conversion %s are derived.
Campaign Budget Leads/mo CPL Leads / kept Lead → contract % Kept → contract %

Company-wide funnel conversion goals

Company targets for the selected month — gross appts/day, kept %, lead→contract %, etc.

—

New year:

Yearly Stamps

Annual budget per campaign. Implied Monthly = annual ÷ 12. Saved on blur.
Campaign Annual Budget Implied Monthly

TV Displays

Per-TV playlists shown fullscreen at /tv/<slug>. Sign in once on the TV's browser; the session persists.
▸

Available Dashboards — the menu that feeds “+ Add slide”

Data Maintenance

Re-pull leads whose REsimpli updates the cron missed (RULE 15 strand backfill). Processes up to 500 stale leads per click and is safe to run repeatedly — keep clicking until the count stops dropping. Does not touch the live cron watermark.
Management — Current Campaigns Registry
Management — Self-Report Goals
Stoplight targets per role / metric / period. Saving creates a new date-effective row (history preserved).
Management — DTS Cost Analysis
Lead Cost Analysis
Variance & Targets
Edit budgets on Goals tab →
Group by department

Specific Costs Only

CPL = budget_amount / lead_quota for the selected budget month. Total Spend = CPL × # Leads in range.

Marketing Department Rollup — Specific Costs Only

Aggregated from the Specific Costs Only table above. Cost-per-X uses totals.

Shared + Specific Cost Pricing

CPL above + a uniformly allocated Shared CPL (SharedCosts.budget / SUM(non-Shared lead_quotas)).

Marketing Department Rollup — Shared + Specific

Aggregated from the Shared + Specific table above. Cost-per-X uses totals.
ROI key
ROI = (Profit − Total Spend) ÷ Total Spend. Negative values mean the campaign is underwater in the selected window.
ROI Multiple = Profit ÷ Total Spend. Above 1.0× = profitable; below 1.0× = losing money on spend.
Profit is summed from tc_tracking.first_closing_profit for closings whose confirmed_closing_date falls in the selected date range, attributed by leads.campaign.
Each count column uses its OWN date column inside the range: # Leads on lead_created, # Kept Appts on appointment start_datetime (status=Kept), # Contracts on tc_tracking.contract_date, # Closings on confirmed_closing_date (where title_status='Closed & Funded'). Pre-UC (Leads, Kept Appts): workable filter ON (RULE 8). Post-UC (Contracts, Closings, Profit): workable filter OFF, attributed by leads.campaign.
Loading actuals…
Group by department

Specific Costs Only

CPL = SUM(specific cost_transactions) / # workable leads in the date range. Total Spend = the raw specific spend.

Marketing Department Rollup — Specific Costs Only

Aggregated from the Specific Costs Only table above. Cost-per-X uses totals.

Shared + Specific Cost Pricing

CPL above + a uniformly allocated Shared CPL (SUM(shared cost_transactions) / SUM(# workable leads)).

Marketing Department Rollup — Shared + Specific

Aggregated from the Shared + Specific table above. Cost-per-X uses totals.
ROI key
ROI = (Profit − Total Spend) ÷ Total Spend. Negative values mean the campaign is underwater in the selected window.
ROI Multiple = Profit ÷ Total Spend. Above 1.0× = profitable; below 1.0× = losing money on spend.
Profit is summed from tc_tracking.first_closing_profit for closings whose confirmed_closing_date falls in the selected date range, attributed by leads.campaign.
Spend comes from cost_transactions filtered to needs_review = false (Cost Review inbox). Pending rows are excluded from spend totals — see the status strip up top. Workable filter split otherwise matches Budget Assumed.
Loading variance…

Per-campaign variance

Budget side from campaign_goals (selected month). Actual side from cost_transactions (selected date range, needs_review = false).

Cohort variance

Slices the chosen date range into period buckets. Budget includes Shared Costs.
Variance key
Variance $ = Actual − Budget. Variance % = (Actual − Budget) ÷ Budget × 100.
Negative variance (under budget) = green. Positive (over budget) = red. Within ±5% = neutral.
Pending-review rows in cost_transactions are excluded from the Actual side — see status strip up top.
Shared Budget per campaign = SharedCosts.budget × campaign.lead_quota ÷ SUM(non-Shared lead_quotas). Shared Actual per campaign = total shared spend × campaign.# leads ÷ SUM(# workable leads across visible campaigns). Both allocations sum across rows back to their respective totals.
Edit budgets on Goals tab →
Group by department

Specific Costs Only

Total Spend = pro-rated campaign_goals.budget_amount across the date range. CPL = Total Spend ÷ # workable leads.

Marketing Department Rollup — Specific Costs Only

Aggregated from the Specific Costs Only table above. Cost-per-X uses totals.

Shared + Specific Cost Pricing

CPL above + a uniformly allocated Shared CPL (pro-rated Shared Costs.budget ÷ SUM(# workable leads)).

Marketing Department Rollup — Shared + Specific

Aggregated from the Shared + Specific table above. Cost-per-X uses totals.
ROI key
ROI = (Profit − Total Spend) ÷ Total Spend. Negative values mean the campaign is underwater in the selected window.
ROI Multiple = Profit ÷ Total Spend. Above 1.0× = profitable; below 1.0× = losing money on spend.
Profit is summed from tc_tracking.first_closing_profit for closings whose confirmed_closing_date falls in the selected date range, attributed by leads.campaign.
Flat daily rate: daily_rate = Selected Budget ÷ days_in_its_period (the stamp's own month, or 365/366 for a yearly stamp), then Total Spend = daily_rate × days_in_selected_range. No calendar-month bucketing. Pick a different stamp above if the current one has no rows.
Edit budgets & goals on Goals tab →

Targets from Budget & Goals

If a campaign has Monthly Budget but no Target CPL (no lead quota), derived columns show — with a ⚠. Same for missing conversion goals.
Formula key
Target CPL = budget_amount ÷ lead_quota for the selected month.
Target Leads = budget_amount ÷ Target CPL (equivalent to lead_quota directly).
Target Kept Appts = Target Leads × Lead→Kept Appt %. Cost / Kept Appt = Monthly Budget ÷ Target Kept Appts.
Lead→Contract % = 1 ÷ campaign_goals.lead_to_contract (Goals UI stores "leads per contract" as the integer denominator).
Target Contracts = Target Leads × Lead→Contract %. Cost / Contract = Monthly Budget ÷ Target Contracts.
Management — DTS Cost Analysis — Cost Review
Needs Review
Reviewed
Dismissed
Vendor Registry

Needs Review

Cost transactions not yet assigned to a vendor. Classify each to route it correctly and (optionally) teach the matcher a new AKA.
Date Payee / description Amount Currently resolved Review reason Suggested + actions

Reviewed

Cost transactions already assigned to a vendor. Edit classification here if something was routed wrong.
Date Payee / description Amount Vendor Classification Reassign

Dismissed

Transactions marked as non-marketing. Excluded from all Cost Analysis aggregations. Restore moves them back into the review pipeline.
Date Payee / description Amount Vendor Dismissed Date Reason Restore
Vendor name Classification Expected Monthly $ AKAs Campaign # Transactions Total $ ever Delete

Manual override

Campaign
Lead source
Mkt dept (detailed)
Mkt dept
Shared v Specific
Notes

Mark as non-marketing?

Add vendor

New vendors INSERT straight into the registry. Attribution defaults stay empty — set them later from the cost-ingestion config.
Name *
Classification *
Expected Monthly $
Campaign
Initial AKAs
Alternate names this vendor appears as on bank / QuickBooks lines. Written to aka_patterns — the column the resolver matches against.

Delete vendor

Inventory

Properties
Handoffs
Projected Profit
Cash Position
Global REO Schedule
Andy Inventory View
Lifecycle Status
Asset Type
Finance Status
Entity
Project Manager
Realtor
Listed Price ($)
–
Build Year
–
Square Footage
–
Project Start Date
–
Listed Date
–
Date Vacant
–
Projected 2nd Closing Date
–
Sale Closing Date
–
Refi Closing Date
–
Address Lifecycle Status Tracker Cash Position Total Rehab Spent Projected 2nd Closing
No inventory yet. Properties will appear here automatically when F&F deals close.
Responsibilities
TC Handoffs
Project Team Handoffs
Rental Team Handoffs
Properties grouped by responsible department. Change a property's department with its dropdown; hand off newly-purchased deals to PM or Project Management.
Pull report
Properties the Transaction team currently owns (Just Purchased + Transaction Management). Click Hand off to pass one to another department.

Recently Handed to Us (last 14 days)

Recently handed off (last 14 days)

Properties

Properties the Project Management team currently owns. Click Hand off to pass one to another department.

Recently Handed to Us (last 14 days)

Recently handed off (last 14 days)

Properties

Properties the Property Management (Rental) team currently owns. Click Hand off to pass one to another department.

Recently Handed to Us (last 14 days)

Recently handed off (last 14 days)

Properties

Projected Profit In Contract — Flips / Wholesales
All time
# Property Address 2nd Closing Date Cash at Closing Projected Profit (Tracker) PM Acq Mgr # Day Listed to Contract # Showings
No properties currently In Contract.
Projected Profit Listed — Flips / Wholesales
All time
# Property Address Listed Date # Days Listed Cash at Closing Projected Profit (Tracker) PM Acq Mgr # Showings
No properties currently Listed (For Sale).

Cash Position

Address Status Cash Position Holdback Remaining Tracker Synced
No properties with these statuses.

Global REO Schedule

Entity
All Leads
Search
Range
Campaign
Department ⓘ
Acq Manager
REsimpli Status
Workable?
1st Closing Type
2nd Closing Type

Lead

Flips Reporting

Sold Date:
Filters ▾
Sell
Team
$
—
—
—
—
—
—
—
Property
—
—
—
—
Loading…
Overview
By Acq Mgr
By Project Mgr
By Strategy
Rehab Variance
PM Category Variance
Acq Category Variance
Property List
Coming in Stage 2B
Coming in Stage 2C
Coming in Stage 2C
Coming in Stage 2C
Coming in Stage 2D
Coming in Stage 2D
Loading…
Coming in Stage 2B

Deal

Deal
Pipeline Open in REsimpli ↗
Flip Grading View
Inventory View

Hand off property

Pass purchase details to the receiving department.

Rental Handoff Form

Fill this out when the property is fully complete (inspections passed, punchout done, cleaned). Posts to #rental-handoffs on save.

Rental Ownership Sign Off

This form is to only be signed when taking full ownership from Project Management to Property Management. Posts to #rental-handoffs on save.

Remedy / Punchout Walkthrough

Note anything that needs to be remedied by section. Blank sections are fine — only filled ones are sent to Projects. Posts to #rental-handoffs on save.

Handoff details

Most recent handoff submitted for this property.

Address

Units · each unit carries its own lifecycle → department for Responsibilities

Funding

Tracker

Construction & Budget

Leverage

Mark as Sold

Refi Closed

On save: lifecycle status flips to Long Term Tenant and finance status flips to Long Term.
PAYOFF STATEMENT

Address

AUTO Copied ✓ 

        

      

    


    
    

      

        

          

            
Submit Loan Request

            
Logs a prospective loan and pings #funding-needed.

          

          
        

        

        

          

            
            
            
            
            
            
            
          

          

            
            
            
          

        

      

    


    
    

      

        

          

            
PROPERTY PAYOFF SNAPSHOT

            
Address

            

          

          

            
            
          

        

        

        

          
          
          AUTO
        

        

          

        

      

    


    
    

      

        

          

            
FINAL SALE REPORT

            
Address

            

          

          

            
            
            
          

        

        

        

          

        

      

    


    
    

      

        

          

            
EOD Report

            

          

          

            
            
            
            
            
          

        

        
        

          
EOD Report

          

        

        

        

        
Copied to clipboard ✓

      

    


    
    

      

        

          

            
1st Closing

            

          

          
        

        

        

          

            
            
            

            

              Enter the profit captured at first closing — the cash that actually
              hit our account today. Excludes any assignment holdback (add that
              below). $0 (break-even) and negative values (loss) are both allowed.
            

          

          
          

            
            
            

            

              Owner-occupied or vacant → we’ll ask Utilities to switch service into our name.
              Tenant-occupied → the alert routes the team to Eddy instead.
            

          

          
          

            
1st Closing Holdbacks (optional)

            

              Turn on for any holdbacks tied to this closing. Amount and due date can be
              entered now; the "received" fields can be filled in later from the Closings modal.
            


            
            

              

                
                
              

              

                
                
                
When the seller-side clause is decided (used for reminders later).

              

              

                
                
              

              

                
                
              

              

            


            
            

              

                
                
                
Already excluded from the confirmed profit above.

              

              

                
                
              

              

                
                
              

              

                
                
              

              

            

          

        

        

          
          
        

      

    


    
    

      

        

          

            
Fallout

            

          

          
        

        

        

          

            
            
          

          

            
            
          

          

            
            
          

          

        

        

          
          
        

      

    


    
    

      

        

          

            
On Hold

            

          

          
        

        

        

          

            
            
          

          

        

        

          
          
        

      

    


    
    

      

        

          

            
Edit Lender

            

          

          
        

        

        
        

          

            
Outstanding

            
$0

          

          

            
Headroom

            
$0

          

          

            
% Capacity Used

            
0%

          

        

        

          

        

        

          
          
        

      

    


    
    

      

        

          

            
Edit Loan

            

          

          
        

        

        

        

          
          
        

      

    


    
    

      

        

          

            
Lender Rollover

            

          

          
        

        

        

          

            
Lender Requested to Roll

            
            
          

          

            
            
            
Saving with notes posts an @channel message (roll source, roll amount, projected 2nd closing, notes).

          

        

        

          
          

            
            
          

        

      

    


    
    

      

        

          

            
Payoff Update

            

          

          
        

        

        

          

            
            
          

          

            
            
          

          
          

            
            

              
              
              
            

            

          

          

            
            

            
Property picker searches inventory and TC View deals. Amounts and rates persist as new loan rows tied back to this source loan.

          

          

            
            
          

        

        

          
          

            
            
          

        

      

    


    
    
    

      

        
HR

        People, time off, handbook, and onboarding.
      


      
      

        
Time Off

        
Calendar

        
Handbook & Docs

        
Directory

      


      
      

        
Loading…

      


      
      

        
Loading…

      


      
      

        
        
Handbook

        

          
            📄
            Employee Handbook
            Open ↗
          
        


        
        
Payroll Documents · admin only

        

          
            📄New Employee FormOpen ↗
          
          
            📄I-9 FormOpen ↗
          
          
            📄2024 Federal W-4Open ↗
          
          
            📄Ohio IT-4Open ↗
          
          
            📄Direct Deposit FormOpen ↗
          
          
            📄W-9Open ↗
          
        

      


      
      

        
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Definitions

        Canonical definitions for every metric, rule, filter, and CPL formula in mini-plecto. Tooltips elsewhere in the app deep-link to entries here.
      

      

        

          
          

        

        

      

    


    
    
    
    

      
      

        

          
REO — Full Book

          
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        column groups:
        
        
        
        
        
        
        expenses:
        
        
        
      

      

      

      

    

    

    

      

      

        
REO — Source of Truth & Game Plan

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Scenario runner — assumptions

        

      


      

        
The Game Plan — sell waves

        

      


      

        
Decision drift — where our plan differs from the model

        

      


      

        
Properties — source of truth

        

      


      

        
Tracker — what we said last time

        

      


      

    

    

    

      

        
REO Analyzer

        Keep / Refinance / Sell restructuring analysis. Admin-only.
        

          
          
          
        

      

      

      

        
Property Data

        
Dashboard

        
Loan Analysis

        
Assumptions

      


      
      

        

          
        

        

          

            
              

                #ActionRecPropertyEntityUnits
                FMVBalanceRate
                Gross RentTax+InsNOI/Mo
                Cur P&IBefore CFDSCR
                Refi AmtRefi P&INew DSCR
                After CFSale Proceeds
                EquityPP StructurePP Cost
              

            
            
            

          

        

        
No properties in this portfolio.

      


      
      

        

      

      
      

        

      

      
      

        

      

    


    
    

      

        
Users

        Admin-only. Invite team members, assign roles, deactivate.
        

          
          
          
          
        

      

      

      

        

          
            

              Name
              Email
              Role
              Status
              Invited By
              Last Sign In
              Actions
            

          
          
        

        
No users yet. Click "Invite User" to add one.

      

    


    
    

      

        

          
Invite User

          
        

        

          

            

            

            

            

              
              
            

            

            

              
              
            

          

          

            

              
User created ✓

              
Email: 

              
Role: 

              

              

                Fallback: temp password (only if email didn't arrive)
                
Temp password:
                  
                  
                

                

                  They can use this to sign in once and use "Forgot Password" to set their own.
                

              

            

            

              
              
            

          

        

      

    


    
    

      

        

          
Roles & Permissions

          
        

        

          

            E = can edit ·
            V = view only ·
            — = no access
          

          

        

      

    


    
    

      

        

          

            
Account Balance History

            

          

          
        

        

        

          

            
              

                Date
                Owner
                Type
                Balance
                
              

            
            
          

          
No balance entries yet.

        

      

    


    
    

      

        

          

            
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