The workflow
The deal, in one place.
Kanban that ties the whole thing together — abstracts, LOIs, models, comps, and activity, scoped to a single deal. Deal context inspector on every page.
What it does
01
Stage-driven kanban
Prospecting → Touring → LOI Out → Counter → Lease Review → Executed → Commission. Drag to move; activity logs automatically.
02
Five-tab deal page
Overview / Abstracts / LOIs / Models / Activity. Tabs persist via ?tab= so refreshes survive and links are shareable.
03
Right-side context inspector
On every deal page: latest abstract, latest LOI, last 5 activities (with kind filter), dependency links, and quick jumps. Collapsible.
How it works
From cold start to shipped result.
01 — Land
New deal from form, template, mass-import, or clone.
02 — Run
Pipeline kanban, drag-driven. Stuck-deal triage on /dashboard surfaces what to push today.
03 — Forecast
Weighted commission by close-month; pipeline analytics with conversion rates and bottleneck stage.
Why brokers love it
“I closed our HubSpot account. The deal page IS the workspace.”
8
deal stages
5
tabs per deal
1
place to look (and that’s the point)
Free for the first three abstracts every month.
No credit card. No sign-up to try the abstractor. The output is yours to keep.