Login
Default seeded credentials are prefilled.
Portfolio Filter
Showing All records across dashboard, contacts, properties, listings, and deals.
Menu
Calendar
Internal calendar is active. Google/Outlook sync can be connected in Settings.
Selected Day
Next 7 Days
Executive Dashboard
Live operating summary across contacts, pipeline, listings, reminders, referrals and service teams.
Pipeline Summary
Portfolio & Operations
Upcoming / Assigned Tasks
Appointments (Next 7 Days)
Birthdays
Priority & Follow-up
Tasks
Plan follow-ups, assign work, and track due dates linked to contacts and deals.
Deals
Sales and rental pipeline with stage, priority, and linked contacts.
Properties
Master property records linked to contacts, listings, and service workflows.
Listings
Published sale and rental listings driven from property records.
Bookings Pipeline
Short-term rental pipeline linked to property and client records.
Leases Pipeline
Long-term rental workflow with renewal reminders and lease lifecycle tracking.
Inspections
Incoming/outgoing/routine inspections with checklist and evidence JSON.
Inventory
Property asset register with condition and replacement tracking.
Finance Entries
Invoices, payouts, deposits and statements linked to properties/deals/leases/bookings.
Document Vault
Compliance and contract docs with expiry-based visibility.
Workflow Templates
Standardized checklists that auto-generate operational tasks.
Steps
Apply Template
Job Cards
Template-based HFH job cards with item lines, labour/material/HFH costs, subtotal and grand total.
Item Detail Lines
Create User
Admin-only account creation for agents, assistants, and admins.
Users
Admin-only user directory and role overview.
Invites
Admin-only invite creation and invite token management.
[]
Security Center
MFA, active sessions, IP allowlist, and security events.
Admin MFA
Sessions
IP Allowlist
Security Events
Operations Tabs
Current tab: Referrals
Referrals
Track referring agents, referral fees, and payout status while linking clients into Contacts.
Rental
Create operational records and link/create the client in Contacts automatically.
Service details
Add Contact
Capture full client profile and property-linked details in one place.
Contacts
Search and manage buyers, sellers, landlords, tenants, and owners.
Contact Profile
Full contact record with notes, address details, linked property, and follow-up actions. Property sync runs automatically on save.
Select a contact from Contacts List to view the full profile.
Send manual emails through SMTP and review send history.
Birthdays
Send birthday communications and review upcoming birthdays from Contacts.
Priority Board
Monitor high-priority contacts and deals that need immediate action.
High Priority Contacts
High Priority Deals
Agent Overview
Admin-only user workload and account overview.
Audit Logs
Recent system actions and export controls (admin-only).
[]
Accept Invite
Complete an invite and create the password for the invited account.
Password Reset
Request and confirm password reset tokens for local testing and support workflows.
Settings & Integrations
Configure calendar sync, WhatsApp provider, and birthday automation behavior.
Current configuration
Settings not loaded.