$12.5M

Investment Pipeline

+18.2% vs last month

24

Active Investments

+4.3% vs last month

12

Critical Alerts

5 High Priority Today

3

Closing Readiness

Within 7 days

Investor Portfolio Tracker
View All Filter by Status
Property Investor Stage Progress
123 Sunset Blvd
$850,000
Avatar
John Doe
Under Contract
75%
456 Ocean Ave
$1,200,000
Avatar
Sarah Smith
Listed
25%
789 Pine Ln
$450,000
MR
Mike Ross
Closing
90%
321 Oak Dr
$620,000
Avatar
Emily Chen
Inspection
50%
555 Maple St
$350,000
Avatar
David Clark
Lead
10%
777 Cedar Rd
$920,000
LW
Lisa Wong
Appraisal
60%
888 Elm Way
$2,100,000
Avatar
James Bond
Listed
20%
999 Birch Ct
$550,000
AL
Anna Lee
Under Contract
80%
111 Spruce Blvd
$740,000
Avatar
Tom Hardy
Closing
95%
222 Walnut Ave
$1,050,000
CE
Chris Evans
Inspection
45%
Priority Actions
  • Urgent
  • Today
  • Tomorrow
  • Tomorrow
Recent Activity
  • Offer Accepted 🎉
    12 min ago

    Offer of $850k accepted for 123 Sunset Blvd.

  • New Lead Assinged
    45 min ago

    Emily Chen added to pipeline from Zillow.

    Avatar
    Emily Chen
  • Documents Uploaded
    2 hours ago

    Disclosures signed and uploaded by Sarah Smith.

    disclosures_456ocean.pdf
  • Showing Scheduled
    Yesterday

    Showing for 456 Ocean Ave scheduled with Mike Ross.

Deals at Risk
  • No Co-Mingling Addendum Missing
    High-Risk Closing Warning
    CRITICAL
Missing Required Docs
3 Required documents are missing for 111 Spruce Blvd
  • Entity Docs (456 Ocean Ave)
  • Investor Suitability Form
Closing Readiness
789 Pine Ln
90% Ready
111 Spruce Blvd
75% Ready
Document Health

85%

Overall Completion
  • Disclosures 100%
  • Contracts 80%
  • Title Documents 40%
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