How can we help you build?
Detailed screen guides, walkthroughs, and clear metrics explainers with formulas to help you manage your real estate portfolio.
Platform Screen Guides (10)
Billing & Subscriptions
Upgrade to Solo, Investor, or Team plans, manage cards, and download invoices.
Data Room & Document Vault
Store, coordinate, and organize closing packages, title files, and lender packages safely.
Deal Analyzer & Compare Board
Compare properties side-by-side on Cap Rate, GRM, COC, and NOI.
Inbox & Notifications
Manage system alerts, metric drift notifications, lease renewals, and team notifications.
Portfolio Dashboard Guide
Understand the main portfolio view, tracking overall asset valuations, metrics aggregate, and deal flows.
Profile Settings
Edit user accounts, handle MFA verification, and organize user roles.
Projects Directory Guide
Learn how to manage individual property deals, transition phases, and tracking files.
Reports & Export Hub
Generate P&L statements, Schedule E Tax Previews, and Portfolio summary sheets.
System Settings
General workspace configuration, default currency, and alerts triggers.
Team Management & Roles
Assign proper permissions, invite deal leads, and manage client access safely.
Metric Explainers (10)
Appreciation Rate
Asset value growth over holding periods.
Cap Rate (Capitalization Rate)
Determine property yield rate relative to acquisition price.
Cash Flow
The ultimate money path readout, Net Cash Flow shows cash remaining after paying all operating costs and debt services.
Cash-on-Cash Return (COC)
Rate of return based solely on actual cash invested.
Debt Service Coverage Ratio (DSCR)
Verify that operating income exceeds mortgage payments.
Gross Rent Multiplier (GRM)
Fast-screen metric comparing property costs against gross income.
Internal Rate of Return (IRR)
Rate of return over the entire investment holding period.
NOI (Net Operating Income)
Mapped to core operations, Net Operating Income indicates the basic revenue potential before leverage.
Occupancy Rate
Percentage of rentable space currently occupied by paying tenants.
Operating Expense Ratio (OER)
Metric representing the cost efficiency of property operations.