Using the web app¶
Deals¶
The home page lists scored deals for your workspace. Filter by strategy, status, and search text.
Open a deal for full detail: underwriting fields (including build type / builder), applicability-filtered scenario scan, comments, observations, and attachments.
Triage¶
Triage (/triage) surfaces deals that need input — for example estimated tax/insurance or rent capped by model rules — plus your shortlist workflow.
Financing profiles¶
Financing (/financing-profiles) lists assumption sets (down payment, rate, tax default, rent cap, etc.) used when scoring deals. Each workspace gets its own seeded copies:
| Code | Typical use |
|---|---|
cash_offer |
All-cash offers |
traditional_excellent |
Strong credit / lower rate band |
traditional_good |
Default when a deal has no profile selected |
traditional_fair |
Higher rate / larger down band |
You can edit these or add custom profiles. Strategy defaults in the UI: long-term and short-term rentals prefer traditional_good; fix-and-flip and wholesale prefer cash_offer.
Investors¶
Investors (/investors) is your buyer book. Each investor profile can include strategy preferences, cash on hand, ROI targets, price/beds bands, and more.
Preferred financing profile¶
On create or edit, assign an optional preferred financing profile from the workspace list. Matching treats that profile’s rate as the financing band the buyer can get. If you also set a max financing rate %, matching uses the lower of the two (profile rate vs what the investor will accept).
Engagement profiles and contacts¶
An investor profile is an engagement record (criteria + deal links), not a 1:1 person. Attach one or more contacts with roles (primary, spouse, partner, teammate, agent, other). The same contact can appear on multiple profiles. Profile name is editable; until customized it auto-generates from people + strategies + financing. When a deal is done, Close out the profile (optionally cloning criteria into a new active profile). Closing is manual — the UI prompts on under-contract or deal closed, but never auto-closes.
Share links and direct chat¶
On a deal’s Investors tab:
- Link an investor to the deal (manual link or Scan matches — default status is linked).
- Create a personalized share link for that investor (copy to clipboard).
- The investor opens the public deal page — they can mark interested and message the workspace in a deal-scoped chat (no investor login).
- The workspace (and connected agents) read and reply on the same thread. Unread badges show on the Investors tab.
On the investor detail page (/investors/:id), use Share portfolio for one unlisted URL that lists all active linked deals (excludes passed). Guests can change each deal’s status (Linked / Interested / Passed) via a dropdown that reflects the current link status; Passed deals move to a Passed tab so they can restore later. Each card opens that investor’s personalized deal workup.
Generic (non-personalized) deal shares stay read-only. Messaging requires a personalized investor share.
Add lead¶
Add lead creates a manual research deal from an address (common for off-portal or realtor-sourced leads).
Agent access¶
Agent (/settings/agent) mints personal access tokens for Cursor. Use this page after you are signed in; tokens are shown once.
Agents can also call get_agent_manual(workflow=investors) for the investor book, share-link, and messaging procedure, plus tools such as list_investor_message_threads, list_deal_buyer_messages, and add_deal_buyer_message.
Sign out¶
Use Sign out in the header when you are done on a shared computer.