Business Details
We operate a secure broker dashboard platform designed for real estate professionals. Our system captures and manages NDAs, buyer inquiries, valuation requests, and messages. We protect all data with a passcode-gated interface and browser-based storage. Our dashboard integrates with a backend service to synchronize records to Google Sheets. We ensure every submission triggers an instant email notification to the broker. Our platform supports PDF generation for NDA records upon request. We provide comprehensive CSV and JSON export functionality for all data categories.
Our interface organizes records into distinct tabs for efficient workflow management. We prioritize data privacy by keeping records local unless backend synchronization is enabled. Our solution eliminates manual data entry by automating lead capture and distribution. We continuously update listings from the admin's Google Sheet via cache-busted API calls. Our platform is built to function offline with full local persistence capabilities.
Our interface organizes records into distinct tabs for efficient workflow management. We prioritize data privacy by keeping records local unless backend synchronization is enabled. Our solution eliminates manual data entry by automating lead capture and distribution. We continuously update listings from the admin's Google Sheet via cache-busted API calls. Our platform is built to function offline with full local persistence capabilities.
Highlights and features
- We protect broker data with passcode-gated dashboard access.
- Our system stores records locally for offline privacy.
- We synchronize submissions instantly to Google Sheets backend.
- Our platform emails new leads immediately upon capture.
- We provide CSV and JSON exports for all records.
Services
NDA Management
Our NDA management module captures prospect signatures and codes with optional PDF generation for legal compliance. Brokers access a dedicated tab to review all agreements chronologically with hashed verification. The system ensures every nondisclosure record remains tamper-proof and instantly exportable.
Buyer Lead Capture
The buyer lead capture tab records contact details, budget ranges, and preferred property categories for each inquiry. Agents filter leads by area and category to prioritize high-value prospects efficiently. All data syncs automatically to the backend spreadsheet for team-wide visibility.
Valuation Requests
Valuation requests collect business details, revenue figures, and timeline expectations from potential sellers. The structured form ensures brokers receive consistent data for accurate preliminary assessments. Records integrate seamlessly with the dashboard's export tools for further analysis and efficient client follow-up.
Message Handling
The message center aggregates all inbound communications with sender contact information and precise timestamps. Brokers review conversations directly in the dashboard without switching between email platforms. Every message remains easily searchable and exportable for compliance auditing and future historical reference.
Data Export & Sync
Our export engine generates CSV and JSON files for any data tab with a single click. The backend synchronization pushes live listings from the admin's Google Sheet to the dashboard automatically. Brokers maintain full data portability and real-time accuracy across all devices.
