domain
Building & Unit Management
Comprehensive building and unit views with detailed tracking. Manage inventory,
pricing, floor plans, and unit specifications all in one place.
- check_circle Interactive building visualizations
- check_circle Real-time unit status tracking
- check_circle Advanced filtering and search
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Deal Center
Complete deal lifecycle management from initial offer to closing. Manage purchasers, deposits,
documents, dates, prices, agents, solicitors, mortgages, notes, activities, and FINTRAC compliance
in one centralized hub with dedicated modules for each aspect.
- check_circle 15+ specialized modules per deal
- check_circle Real-time activity tracking and notes
- check_circle Deal type management (Outside Agent, Public, F&F, Developer Insider)
description
Document Management
Generate, manage, and execute documents seamlessly. Use template builder with merge fields,
send for e-signatures, generate FINTRAC documents automatically, bulk download, track distribution
history, email conditional notices, and replace/restore documents with full audit trail.
- check_circle Advanced template system with merge fields
- check_circle DocuSign integration for e-signatures
- check_circle Automated FINTRAC document generation
people
Integrated CRM
Powerful CRM with contact management, custom groups, interaction tracking, lead ratings (Hot, Warm, New, Not Interested),
MJML-based email campaign builder with templates, Twilio integration for calls & SMS, API key management for external
form integrations, and domain whitelisting for secure connections.
- check_circle Advanced contact segmentation with custom groups
- check_circle Professional MJML email campaign builder
- check_circle Twilio-powered phone & SMS with call logging
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Advanced Reporting
Comprehensive reporting with Project Summary, Models, Bed Types, Charts, Sales, and Rescissions tabs.
Includes Inventory Summary, Bed Type Analysis, Purchaser Demographics by Age & Location, Purchaser Type Demographics,
Unit Price comparisons, and Bed Type Sold vs Available charts—all customizable and exportable.
- check_circle 7+ pre-built demographic & inventory chart types
- check_circle Customizable report settings per project
- check_circle Weekly sales snapshots and trend analysis
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Broker Portal
Dedicated portal accessible at portal.subdomain for real estate brokers with secure login, unit allocations management,
deal tracking, floorplans access, hotlist viewing, worksheet submissions, and marketing materials.
Automated allocation emails notify brokers of new assignments with customizable email templates.
- check_circle Secure broker authentication with role-based access
- check_circle Automated allocation notification emails
- check_circle Real-time inventory and hotlist updates
