Management

Workspace

Files, Notes & Expenses

One place for every file, note, and expense tied to a property — a drag-and-drop folder tree per deal, plus a company-level workspace for shared docs. No more digging through three apps for one contract. Maximum confidence about a deal's viability in minimum time.

Workspace 2
Workspace 3
Workspace 1

How it works

01

Auto-created per property

A workspace spins up the moment you triage a deal. No setup.

02

Drag, drop, organize

Drop files into folders, write notes inline, log expenses as they happen — fully reorderable, searchable.

03

Per-Property or Company mode

Switch between a deal's workspace and a company-wide folder for insurance, lender forms, and business permits.

What's inside

  • Drag-and-drop folder tree, fully reorderable
  • Files, notes, and expense entries in one unified grid
  • Per-property workspaces auto-created on triage
  • Company-level workspace for shared docs (insurance, lender forms, permits)
  • Lightbox preview for images and PDFs

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