Workspace pulse
Recent activity and proposals that need a follow-up touch.
Recent activity
Needs follow-up
Valuation tracker
Properties analyzed by your team. Red bars need refresh. Green-tint marks market-flagged.
All valuations
| Property | Type | Units | SF | Est. Value | Cap Rate | Stage | Freshness | Last updated |
|---|
Proposal list
Your team's tickler — every owner you've proposed to. Upload an Excel list or add proposals one at a time.
Proposals
Submarket coverage
Where your team is active across the NYC metro, ranked by volume. Bars scale to your top submarket.
Coverage by submarket
— submarkets
Team listings
Properties your team is currently representing. Synced from the Listed stage in your pipeline.
Currently representing
— listings
Track record
Log your closed deals — sold, leased, and financed. The more you submit, the more often you surface to motivated sellers in those markets.
Submitted deals
| Property | Type | Market | Units / SF | Value | Closed | Role |
|---|
Leasing tracker
Track availabilities, LOIs, and signed leases. Upload an availability roster or add records one at a time. KPIs above update to your leasing book when the Leasing lens is on.
Leasing book
| Property / Space | Status | Tenant | SF | $/SF | Term | Market |
|---|
Referral network
Not every sales agent runs leasing — refer it out and stay on the deal. Track who you sent it to, the status, and your fee split.
Referrals
| Property | Type | Direction | Counterparty | Status | Est. fee | Your split |
|---|
Your contacts
Owners, leads, past clients, sphere. One place to keep relationships — phone, email, mailing, notes — that flow into every valuation and proposal.
| Name | Phone | Relationship | Urgency | Deals | Tags |
|---|
Recent deliverables
BOVs, OMs, teasers and CAs generated by your team. Click any to re-open.
Market listings
Active commercial listings from Crexi, LoopNet, CoStar, Marcus & Millichap. Competitive intel — click any card to view the source.
On market — competitive set
— listings
Proposal pipeline
Drag cards between stages. Updates the valuation status in real time.
Market intelligence
Owner intent signals, buyer demand, and sales benchmarks — wired to live data.
Coming soon
Production-side signals — owner intent, buyer demand by asset type, opportunity gaps, and recent sales benchmarks — will surface here once connected to live market data.