Managed Properties
1
Active portfolio
Demo data
Daily overview
Welcome back, Rich
PropertyOps pack - For real estate operators researching properties, owners, leads, deals, tasks, and follow-up workflows.
Research Leads
1
Open relationships
Open tasks
2
Across all records
Deal Pipeline
$242K
Research Lead pipeline
Due this week
2 items
Verify owner mailing address
1428 E Shadowlawn Ave
Review AC vendor estimate
804 Palm Ridge Duplex
Missing records
1 itemShadowlawn owner research fileMissing open permit pull and lien check
Upcoming visits
2 visits
Owner outreach call
1428 E Shadowlawn Ave
Property renewal review
804 Palm Ridge Duplex
Quick capture
Attach the next action to the right property.Recent home activity
Local + live updatesActions saved from Home will appear here.
Records
Managed Properties
| Managed Property | Email address | Phone number | Tags | Latest email | Last meeting | Est. home value | Est. income | Est. wealth | Home ownership |
|---|---|---|---|---|---|---|---|---|---|
|
Managed property | Owner: Alain Vartanian
|
manager-palmridge@example.test | +1 (555) 555-0102 | RentalMaintenance watch | Feb 23, 2026 | May 13, 2026 | $374,000 | Rent roll $3,150/mo | NOI watch | Duplex rental |
Records
Research Leads
| Research Lead | Email address | Phone number | Tags | Latest email | Last meeting | Est. home value | Est. income | Est. wealth | Home ownership |
|---|---|---|---|---|---|---|---|---|---|
|
Research lead | Owner: Alain Vartanian
|
owner-shadowlawn@example.test | +1 (555) 555-0101 | Absentee ownerEquity lead | Nov 13, 2025 | Nov 14, 2025 | $242,000 | Equity est. $118K | Likely 52% LTV | Single-family rental |
Property workspace
1428 E Shadowlawn Ave
owner-shadowlawn@example.test
+1 (555) 555-0101
Research lead
Absentee ownerEquity lead
Work graph brief
Absentee-owner property with strong equity signal, older roof permit history, and no recent MLS activity. The workspace rolls owner contacts, visits, public-record notes, tasks, deal leads, and research files into one property profile.
6Connected records
5Relationships
4Timeline events
2Open tasks
Linked tasks
Verify owner mailing addressDue May 21
Review AC vendor estimateDue May 24
Recent emails
Owner lookup complete
Matched mailing address, LLC manager, and last deed transfer from county records.
Owner lookup complete
Matched mailing address, LLC manager, and last deed transfer from county records.
Skip trace call logged
Left voicemail and queued follow-up SMS after matching likely owner number.
| Meeting | Type | Date | Participants | Property | Users | Source | AI processed |
|---|---|---|---|---|---|---|---|
| Owner outreach | May 20, 2026 Wed 10:00 AM |
Alain Vartanian, owner lead | 1428 E Shadowlawn Ave | Alain Vartanian | Calendar | No |
Nodes
1428 E Shadowlawn AveAccount | Research leadowner-shadowlawn@example.test
Verify owner mailing addressTask | HighDue May 21
Owner outreach callMeeting | ScheduledWed 10:00 AM
Absentee owner outreachDeal lead | Outreach queued$242,000
Edges
taskaccount -> follow-up
meetingaccount -> discovery call
pipelineaccount -> opportunity
Task updatedVerify owner mailing addressMay 21 | High priority
Outreach scheduledOwner callWed 10:00 AM
Deal lead updatedAbsentee owner outreachOutreach queued
Note createdProperty research summaryDemo note
Verify owner mailing addressDue May 21
Review AC vendor estimateDue May 24
Demo note showing how relationship context rolls up into one workspace.
Workflow
Tasks
Verify owner mailing address
1428 E Shadowlawn Ave
Review AC vendor estimate
804 Palm Ridge Duplex
Calendar
Property Visits
| Meeting | Type | Date | Participants | Property | Users | Source | AI processed |
|---|---|---|---|---|---|---|---|
| Owner outreach | May 20, 2026 Wed 10:00 AM |
Alain Vartanian, owner lead | 1428 E Shadowlawn Ave | Alain Vartanian | Calendar | No | |
| Managed property | May 21, 2026 Thu 2:30 PM |
Alain Vartanian, property manager | 804 Palm Ridge Duplex | Alain Vartanian | Calendar | Yes |
Delivery
Research Files
Research Files hydrate from the API when the demo server is running.
Pipeline
Deal Pipeline
Identified
0
Total $0
Weighted $0
Owner found
0
Total $0
Weighted $0
Outreach queued
1
Total $242,000
Weighted $96,800
Absentee owner outreach1428 E Shadowlawn Ave$242,000 | 40%
Offer analysis
0
Total $0
Weighted $0
Closed
0
Total $0
Weighted $0
Inbox
Notifications
Operational alerts from research tasks, owner outreach, property visits, and deal movement.
Verify owner mailing address1428 E Shadowlawn Ave
Due May 21
Review AC vendor estimate804 Palm Ridge Duplex
Due May 24
Owner outreach call1428 E Shadowlawn Ave
Wed 10:00 AM
Property renewal review804 Palm Ridge Duplex
Thu 2:30 PM
Calendar
May 2026
Calendar loads live meeting data when the API is available.
Records
Property Visits
Property Visits hydrate from the API when the demo server is running.
Records
Owner Contacts
Owner Contacts hydrate from the API when the demo server is running.
Planned module
Entities
This route is reserved in the app shell and will be built after the core record and workflow surfaces settle.
Planned module
Properties
This route is reserved in the app shell and will be built after the core record and workflow surfaces settle.
Planned module
Sequences
This route is reserved in the app shell and will be built after the core record and workflow surfaces settle.
Planned module
Scouting
This route is reserved in the app shell and will be built after the core record and workflow surfaces settle.
Planned module
Automations
This route is reserved in the app shell and will be built after the core record and workflow surfaces settle.
Planned module
Reports
This route is reserved in the app shell and will be built after the core record and workflow surfaces settle.
Workspace access